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James N. Reardon

JD, CFP®

Retired

Specialties: Arbitration & Mediation, Comprehensive Financial Planning, Asset Allocation, Career Change...More

Financial Advisor serving Topeka, KS and the surrounding communities.

ProActive Captial Management Inc.

1414 SW Ashworth Pl, Ste 200
Topeka, KS 66604
(785) 215-8080
(785) 224-8530

Daniel A. Prisciotta

CFP®, CPA/PFS, ChFC

President

Specialties: Comprehensive Financial Planning

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

PrisCo Financial

61 South Paramus Road, Suite 425
Paramus, NJ 07652
(201) 556-4502
CONNECT WITH Daniel
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Robert B. Gulrajani

CPA, CFP®, CGMA, CSA

Owner

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

Fee Only Financial Advisor serving Puyallup, WA and the surrounding communities.

Robert B Gulrajani, CPA

9204 150th Street Ct E
Puyallup, WA 98375
(253) 435-4485

Kenneth J. Graci

CFP®

Specialties: Comprehensive Financial Planning, Attending College, Annuities, Asset Allocation,...More

Financial Advisor serving Rochester, NY and the surrounding communities.

66 East Blvd
Rochester, NY 14610-1508
(585) 645-5195

Gregory A. Furer

CFP®

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

Commission and Fee Financial Advisor serving Pittsburgh, PA and the surrounding communities.

Beratung Advisors

645 Rodi Road, Suite 300
Pittsburgh, PA 15235

Beratung Advisors

404 Foreland Street
Pittsburgh, PA 15212
(724) 822-9800
CONNECT WITH Gregory
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Elliott Flynn

CFP®

Financial Advisor

Specialties: Budget & Debt Management, Attending College, 401(k)/403(b)/IRAs, Charitable & Planned...More

Commission and Fee Financial Advisor serving Fort Lauderdale, FL and the surrounding communities.

Wells Fargo Advisors

350 E Las Olas Blvd, 19TH Floor
Fort Lauderdale, FL 33301-2246
(954) 713-0756

Michelle Wagner

CFP®

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

Fee Only Financial Advisor serving Cary, NC and the surrounding communities.

104 Martinique Pl
Cary, NC 27511-6482
CONNECT WITH Michelle
  • facebook link
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Serge Villani

CFP®

Vice President, Advisor

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

Fee Only Financial Advisor serving Reno, NV and the surrounding communities.

Wealthspire Advisors

110 Country Estates Cir, Ste 3
Reno, NV 89511-4016
(775) 324-7244
CONNECT WITH Serge
  • linkedin link

Jerry D. Murphy

CFP®

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

Commission and Fee Financial Advisor serving Bowie, MD and the surrounding communities.

JDM Financial & Investments, Inc.

14514 Delcastle Dr
Bowie, MD 20721
(301) 218-3500

Jeffrey B. Yamada

CFP®

Financial Planner

Specialties: Comprehensive Financial Planning, Estate Planning, Investment Management, Retirement,...More

Fee Only Financial Advisor serving Bend, OR and the surrounding communities.

MCS Family Wealth Advisors

750 Charbonneau, Ste 201
Bend, OR 97703-7047

MCS Family Wealth Advisors

79 Centennial Loop
Eugene, OR 97401-7906
(800) 525-8808
(541) 345-7023
CONNECT WITH Jeffrey
  • linkedin link

Joseph R. Calandra

CFP®

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

Commission and Fee Financial Advisor serving Lewes, DE and the surrounding communities.

Calandra Financial Services

33656 Union Circle
Lewes, DE 19958
(845) 774-8978

James M. Griesser

CFP®

Managing Director

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

Fee Only Financial Advisor serving Fulton, MD and the surrounding communities.

Wealthspire Advisors, LLC

8170 Maple Lawn blvd, ste 100
Fulton, MD 20759
(410) 988-9494

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

Marina Hernandez

EA, CFP®

US-Swiss Cross Border Wealth Advisor

Specialties: Comprehensive Financial Planning, Cross-border Planning, Business Taxes, Investment...More

Fee Only Financial Advisor serving Merion Station, PA and the surrounding communities.

Dynamic Wealth Advisors dba Swiss American Wealth Advisors

508 Oak Rd
Merion Station, PA 19066
(610) 668-1829

Lana M. Engen

CFP®

Registered Representative

Specialties: Comprehensive Financial Planning, Charitable & Planned Giving, Investment Management,...More

Financial Advisor serving Rockford, IL and the surrounding communities.

Ameriprise Financial Advisors

7160 Argus Dr, Ste 102
Rockford, IL 61107
(815) 399-3311

Chad P. Tramp

CFP®

Specialties: Comprehensive Financial Planning, Charitable & Planned Giving, Business Taxes, Estate...More

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

XMC Wealth Management

PO Box 222
Ankeny, IA 50021
CONNECT WITH Chad
  • linkedin link

Elana B. Feinsmith

CFT™,CFP®

Financial Therapist / Coach

Specialties: Budget & Debt Management, Attending College, Charitable & Planned Giving, Buying a Home,...More

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

Oak Financial Coaching

Oak Financial Coaching, Virtual
Sunnyvale, CA 94089
(408) 757-8275
CONNECT WITH Elana
  • linkedin link

James A. Rachlin

CFP®

Financial Advisor

Specialties:

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

Janney Montgomery Scott

780 Route 37 W, Ste 130
Toms River, NJ 08755-5059
(732) 573-6611

Adam Link

CFP®

Specialties: Comprehensive Financial Planning, Asset Allocation, Investment Management, Insurance, Life...More

Fee Only Financial Advisor serving Britt, MN and the surrounding communities.

Fireweed Capital

7360 Comfort Point Rd
Britt, MN 55710-8321
CONNECT WITH Adam
  • linkedin link

Edward C. Goldstein

CFP®

President

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

Fee Only Financial Advisor serving Marlton, NJ and the surrounding communities.

Financial Life Planning LLC

10000 Lincoln Dr E Ste 201
Marlton, NJ 08053-3198
(856) 988-5480
CONNECT WITH Edward
  • twitter link
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Brian C. MacDonald

MBA,CFP®,ChFC®,APMA®

Financial Advisor

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

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

Ameriprise Financial Services, LLC

Centennial Lakes Office Park, 7650 Edinborough Way, Suite 225
Edina, MN 55435
(952) 893-7966
CONNECT WITH Brian
  • linkedin link

Gordon T. Robinson

CFP®

Specialties: Comprehensive Financial Planning, Charitable & Planned Giving, Investment Management,...More

Commission and Fee Financial Advisor serving Tulsa, OK and the surrounding communities.

Investment Designers of Tulsa, Inc

3314 E 51st St, Ste S
Tulsa, OK 74135
(800) 798-6446
(918) 747-6446

Robert L. Holland Jr., CFP®, Jr.

CFP®

Wealth Manager

Specialties: Comprehensive Financial Planning, Attending College, Annuities, Asset Allocation, Career...More

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

Holland Financial Inc.

14143 Denver West Pkwy Ste 100
Lakewood, CO 80401-3275
(303) 231-1017
CONNECT WITH Robert
  • linkedin link

Thomas A. Winkels

CFP®

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

Financial Advisor serving Independence, MN and the surrounding communities.

5461 Anderson Estates Road
Independence, MN 55359
(612) 875-1070

Joseph D. Clemens

CFP®, EA

Founder

Specialties: Comprehensive Financial Planning, Investment Management, Retirement, Starting a Family,...More

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

Wisdom Wealth Strategies

7400 E Orchard Road, Suite 130
Greenwood Village, CO 80111
(303) 219-0391
CONNECT WITH Joseph
  • twitter link
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Michael G. Simmons

CFP®

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

Fee Only Financial Advisor serving Denver, CO and the surrounding communities.

Transitions Wealth Management, LLC

4600 S Ulster St, Suite 1050
Denver, CO 80237
(303) 221-4867

Mikael A. Jacobs

CFP®

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

Financial Advisor serving Brentwood, TN and the surrounding communities.

CAPTRUST

5314 Maryland Way, Ste 300
Brentwood, TN 37027
(615) 369-1405

Jacqueline K. Remar

CFP®

Financial Planner

Specialties: Comprehensive Financial Planning

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

Meritas Wealth Management, LLC

3950 Civic Center Drive, Ste 210
San Rafael, CA 94903
(415) 300-4560

Aaron Lieberman

CFP®

Managing Director

Specialties: Comprehensive Financial Planning

Fee Only Financial Advisor serving Melville, NY and the surrounding communities.

Marathon Wealth Management, Inc.

105 MAXESS RD, Ste 1245
Melville, NY 11747-3821
(631) 760-8385
CONNECT WITH Aaron
  • linkedin link

Landis T. Wiley

CFP®

Partner, Director of Business Development

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

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

Basepoint Wealth, LLC

4144 Golf Street NE
Cedar Rapids, IA 52402

Basepoint Wealth, LLC

300 Main Street
Dubuque, IA 52001
(319) 826-1898
CONNECT WITH Landis
  • linkedin link