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Jake Smail

CFP®, TPCP®

Specialties: Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Asset...More

Financial Advisor serving Aurora, OH and the surrounding communities.

Demming Financial Services

13 New Hudson Road
Aurora, OH 44202
(330) 562-2122
CONNECT WITH Jake
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Brian C. Rafferty

CFP®

Specialties:

Financial Advisor serving Selah, WA and the surrounding communities.

Edward Jones

406 S 1st St, Ste 3
Selah, WA 98942-1934
(509) 697-6999

Cooper J. Smith

CFP®

VP, Financial Planner

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Financial Advisor serving Stamford, CT and the surrounding communities.

Carnegie Investment Counsel

4 High Ridge Park, 3rd Floor
Stamford, CT 06905
(203) 227-4515
CONNECT WITH Cooper
  • linkedin link

Kathryn Lucas

CFP®, CPA, CIMA

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Annuities, Charitable & Planned...More

Commission and Fee Financial Advisor serving Cupertino, CA and the surrounding communities.

7482 Shadowhill Ln
Cupertino, CA 95014-5052
(408) 839-3948

Bryan J. Knudson

CFP®

Senior Wealth Advisor

Specialties: Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Charitable &...More

Fee Only Financial Advisor serving Dubuque, IA and the surrounding communities.

Basepoint Wealth

300 Main Street Ste. 325
Dubuque, IA 52001

Basepoint Wealth

4144 Golf Street NE
Cedar Rapids, IA 52402
CONNECT WITH Bryan
  • linkedin link

Matthew D. Nelson

CFP®, AIF®, ECA

Managing Partner & Wealth Manager

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Asset...More

Commission and Fee Financial Advisor serving Minneapolis, MN and the surrounding communities.

Perspective 6 Wealth Advisors

1000 Shelard Pkwy, Ste 250
Minneapolis, MN 55426
(952) 225-0333
CONNECT WITH Matthew
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James F. Lyon, III

CFP®

Specialties: Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Career Change,...More

Commission and Fee Financial Advisor serving The Woodlands, TX and the surrounding communities.

LPL Financial - Woodlands Wealth Builders

9595 Six Pines Dr, Ste 6330
The Woodlands, TX 77380
(877) 341-2800
(281) 681-2800

Elissa Buie

CFP®

CEO - Founder

Specialties: Comprehensive Financial Planning, Charitable & Planned Giving, Asset Allocation, Estate...More

Fee Only Financial Advisor serving Vienna, VA and the surrounding communities.

YESKEBUIE

301 Maple Avenue West, Suite 600
Vienna, VA 22180

YESKEBUIE

220 Montgomery Street
San Francisco, CA 94104
(800) 772-1887
CONNECT WITH Elissa
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Robert M. Leshnak, Jr.

CLU ChFC CFP® MS EA

Registered Principal

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, Charitable ...More

Commission and Fee Financial Advisor serving West Chester, OH and the surrounding communities.

Leshnak Wealth

7182 Liberty Centre Drive, Unit I
West Chester, OH 45069
(888) 223-7242
(513) 779-3777

John D. Pitz

CFP®, ChFC, CLU

Financial Advisor

Specialties: Comprehensive Financial Planning, Attending College, Estate Planning, Investment...More

Commission and Fee Financial Advisor serving Chanhassen, MN and the surrounding communities.

Ameriprise Financial Services, LLC

854 W 78th St, Ste 200, PO Box 820
Chanhassen, MN 55317
CONNECT WITH John
  • facebook link

Chirag D. Chauhan

MBA, CFP®, AIF

Managing Partner

Specialties: Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Charitable &...More

Commission and Fee Financial Advisor serving Memphis, TN and the surrounding communities.

Bluff City Advisory Group LLC

7906 Players Forest Dr
Memphis, TN 38119
(901) 365-3447

Dustin J. Smith

CFP®

Specialties: Budget & Debt Management, 401(k)/403(b)/IRAs, Asset Allocation, Estate Planning,...More

Fee Only Financial Advisor serving Fresno, CA and the surrounding communities.

Pathways Advisory Group, Inc.

684 W Cromwell Ave, Ste 103
Fresno, CA 93711
(559) 431-4700

Matthew A. Cook

CFP®

Managing Director

Specialties: Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Annuities,...More

Financial Advisor serving Santa Barbara, CA and the surrounding communities.

Mercer Advisors

1801 E Cabrillo
Santa Barbara, CA 93108
(877) 642-5224
(877) 642-5224

Philip R. Stern

CFP®

Specialties:

Financial Advisor serving Meadowbrook, PA and the surrounding communities.

WealthPilot Financial

1148 Wrack Road
Meadowbrook, PA 19046

David Wattenbarger

CFP®

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, Charitable ...More

Fee Only Financial Advisor serving Hixson, TN and the surrounding communities.

DRW Financial

4715 Lake Forest Dr
Hixson, TN 37343-4632
(423) 380-9203

David W. Demming, Sr.

CFP®

President

Specialties: Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Buying a...More

Commission and Fee Financial Advisor serving Aurora, OH and the surrounding communities.

Demming Financial Services Corp.

13 New Hudson Rd
Aurora, OH 44202
(330) 562-2122

Celia Mann Baehr

CFP®

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Annuities, Asset Allocation, Estate...More

Commission and Fee Financial Advisor serving Mobile, AL and the surrounding communities.

Celia Mann Baehr, CFP®

2866 Dauphin St, Ste R
Mobile, AL 36606-2482
(251) 476-7183

Lawrence E. Murphy

CFP®

Specialties: Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Annuities,...More

Commission and Fee Financial Advisor serving Moorestown, NJ and the surrounding communities.

Larry Murphy, CFP

304 Harper Dr, Ste 103
Moorestown, NJ 08057
(800) 760-8929
(856) 234-3114

John H. Wolpers, II

CFP®, MSFS, CRPC

Financial Advisor

Specialties: Comprehensive Financial Planning

Commission and Fee Financial Advisor serving Cape Girardeau, MO and the surrounding communities.

Ameriprise Financial Services, LLC

339 Broadway, Suite 246
Cape Girardeau, MO 63701
(800) 464-3015
(573) 335-4500
CONNECT WITH John
  • linkedin link

Timothy A. Riemer

CFP®, MBA, CLTC

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Commission and Fee Financial Advisor serving Lockport, NY and the surrounding communities.

Ameriprise Financial Services, LLC

702 Davison Rd
Lockport, NY 14094
(716) 478-4320

Tiffany D. Garza

CFP®

Portfolio Consultant

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Investment Management, Employee...More

Commission and Fee Financial Advisor serving Dallas, TX and the surrounding communities.

Mercer Advisors

8117 Preston Road, Ste 700
Dallas, TX 75225
(214) 378-2243

Patrick J. Hinton

CFP®

Financial Planner

Specialties: Comprehensive Financial Planning, Investment Management, Insurance, Retirement, Long-term...More

Commission and Fee Financial Advisor serving Needham Heights, MA and the surrounding communities.

Boston Wealth Strategies

250 1st Ave, Ste 102
Needham Heights, MA 02494-2847
(781) 449-7000

David W. Moritz

CFP®, CDFA, CLTC

Private Wealth Advisor/President

Specialties: Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home,...More

Commission and Fee Financial Advisor serving Parker, CO and the surrounding communities.

Escalade Financial Partners

19751 E. Mainstreet, Suite R12
Parker, CO 80138
(720) 836-4534
CONNECT WITH David
  • facebook link
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Michael D. Cassidy

CFP®, ChFC®, APMA®

Financial Advisor

Specialties: Comprehensive Financial Planning, Attending College, Charitable & Planned Giving, Asset...More

Commission and Fee Financial Advisor serving Bloomington, MN and the surrounding communities.

Amerprise Financial

8300 Norman Center Dr, Ste 550
Bloomington, MN 55437
(952) 767-5547
CONNECT WITH Michael
  • facebook link
  • linkedin link

Michael Mortenson

CFP®

Financial Advisor

Specialties: Comprehensive Financial Planning

Commission and Fee Financial Advisor serving Palm Desert, CA and the surrounding communities.

Keystone Private Wealth

73575 El Paseo Ste 2300
Palm Desert, CA 92260
(760) 818-7006
CONNECT WITH Michael
  • facebook link
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Lynn Lawrance

CFP®, MBA, CLTC

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Annuities, Asset Allocation, Estate...More

Financial Advisor serving Dallas, TX and the surrounding communities.

Cetera Advisor Networks

12221 Merit Dr, Ste 1760
Dallas, TX 75251-2351
(214) 358-0758

Nicholas H. Phelps

CFP®

owner

Specialties: Comprehensive Financial Planning, Asset Allocation, Investment Management, Retirement

Fee Only Financial Advisor serving State College, PA and the surrounding communities.

Phelps Financial Advisors

925 W College Ave
State College, PA 16801
(814) 380-0651

Christopher W. Beale

CFP®

Owner

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Fee Only Financial Advisor serving Meriden, CT and the surrounding communities.

New England Capital Financial Advisors, LLC

79 Main St
Meriden, CT 06451-5118
(203) 935-0265

Gregory Crofton

CFP®, EA, MBA

Wealth Advisor & Tax Advisor

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Fee Only Financial Advisor serving Pleasanton, CA and the surrounding communities.

Adap Tax Financial, Inc.

4725 First Street, Suite 275
Pleasanton, CA 94566
(925) 218-2301
CONNECT WITH Gregory
  • linkedin link

Joel M. Schwartz

CFP®, APMA®

Financial Advisor

Specialties: Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home,...More

Commission and Fee Financial Advisor serving Greenwood Village, CO and the surrounding communities.

Summit Wealth Management - Ameriprise Financial

5420 S Quebec St, Ste 105
Greenwood Village, CO 80111-1902
(303) 221-6416
CONNECT WITH Joel
  • facebook link
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  • linkedin link