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James D. Rice

CFP®

Private Wealth Advisor/Franchise Owner

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

Commission and Fee Financial Advisor serving Charlotte, NC and the surrounding communities.

Cordian Wealth™

8832 Blakeney Professional Dr., Ste. 302
Charlotte, NC 28277
(704) 944-2060
CONNECT WITH James
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Carl W. Landis

CFP®

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

Financial Advisor serving Pottstown, PA and the surrounding communities.

Main Line Financial Advisors, LLC

211 E High St
Pottstown, PA 19464
(610) 323-5860

Jennifer B. Harper

CFP®

Founder & Principal

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

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

Bridge Financial Planning, LLC

633 Chestnut St., Suite 600
Chattanooga, TN 37450
(423) 713-7820
CONNECT WITH Jennifer
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Robert L. Brown

CFP®

Senior Portfolio Manager

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

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

Morgan Stanley

28202 Cabot Road, Ste 500
Laguna Niguel, CA 92677
(800) 965-2576
(949) 365-5322

Cathy L. Fitzpatrick

CFP®

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

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

Tax & Financial Group

4001 Macarthur Blvd, Ste 300
Newport Beach, CA 92660
(949) 223-8523

James A. Frazin

CFP®, AIF®

Co-Founder and CEO

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

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

Communitas Financial Planning

POB 78261
San Francisco, CA 94107

Communitas Financial Planning

1904 Franklin St.
Oakland, CA 94612
(866) 882-7817 x101
(415) 337-4566

Melissa A. Kemp

CFP®, AEP

President

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

Fee Only Financial Advisor serving Scottsdale, AZ and the surrounding communities.

Premium Administration, LLC

PO Box 4130
Scottsdale, AZ 85261
(602) 840-2900

Daniel N. Saxe

CFP®

Specialties:

Financial Advisor serving Farmingdale, NY and the surrounding communities.

Daniel N Saxe Income Tax, Inc.

500 Bi-County Blvd, Suite 202N
Farmingdale, NY 11735
(631) 390-4380

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 625
Dallas, TX 75251-2351
(214) 358-0758

Jeff C. Fang

CFP®

Managing Principal

Specialties: Comprehensive Financial Planning, Career Change, Asset Allocation, Investment Management,...More

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

Aqua Capital Advisors

1901 Ave of the Stars, Ste 1005
Los Angeles, CA 90067
(310) 492-9681

Bonnie Maize

JD, CFP®, AIF®, AFC®

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

Fee Only Financial Advisor serving Topeka, KS and the surrounding communities.

Blazing Star Financial

1301 SW Topeka Blvd
Topeka, KS 66612
(785) 379-6333
CONNECT WITH Bonnie
  • linkedin link

Anthony Pallotta

CFP®, CPA

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

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

GPS Financial Group, LLC

37307 Harvest Ave
Avon, OH 44011-2803
(440) 934-7004

Larry Luxenberg

CFA, CFP®

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

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

Lexington Avenue Capital Management

10 Rugby Rd
New City, NY 10956
(845) 708-5306

Harry M. Barth

JD, MBA, CFP®, ChFC

Certified Financial Planner, Attorney At Law

Specialties: Arbitration & Mediation, Comprehensive Financial Planning, Budget & Debt Management,...More

Financial Advisor serving Orange, CA and the surrounding communities.

H.M. Barth & Company, LLC

333 City Blvd W, Ste 2050
Orange, CA 92868-2944
(800) 548-8564
(714) 704-6616 x111

Laura J. Abbott DeCarolis

CFP®

President

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

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

Horizon Financial Advisors Inc

4099 William Penn Hwy, Ste 303
Monroeville, PA 15146-2513
(412) 856-7300

James E. Kearney

CFP®, CTFA

Managing Director

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

Financial Advisor serving Bedminster, NJ and the surrounding communities.

Peapack-Gladstone Bank

500 Hills Drive PO Box 700
Bedminster, NJ 07921
(908) 464-0102

Charles R. Harr

CFP®

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

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

Patriot Investment Management

9721 Cogdill Rd, Suite 101
Knoxville, TN 37932
(865) 661-9745

Jeffrey L. Birnbaum

CFP®, EA

Financial Planner

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

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

On Point Financial

140 Riverside Drive
New York, NY 10024
(212) 874-1790
CONNECT WITH Jeffrey
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Michael A. Branham

CFP®

Financial Planner

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

Fee Only Financial Advisor serving Anchorage, AK and the surrounding communities.

The Planning Center

310 K St, Suite 405
Anchorage, AK 99501

The Planning Center

800 N Washington Ave
Minneapolis, MN 55401
(800) 690-0366
(907) 276-1400
CONNECT WITH Michael
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Peter D. Tillinghast

CLU®, ChFC®, CFP®

Private Wealth Advisor

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

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

Tillinghast & Associates

111 S Calvert St, Suite 2500
Baltimore, MD 21202
(410) 659-6009

Kashif A. Ahmed

CFP®

President

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

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

American Private Wealth

165 Middlesex Turnpike, Ste 101
Bedford, MA 01730
(781) 300-7777
CONNECT WITH Kashif
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Nick Rasmussen

CFP®, CRPC®, CAP®

Financial Consultant

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

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

Thrivent Financial

321 Stillwater Road, Upper Unit
Willernie, MN 55090-0813
(651) 243-7139
CONNECT WITH Nick
  • linkedin link

Alfred L. Hymans

CFP®

Adviser

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

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

Essential Financial Strategies

6520 Lonetree Blvd., Suite 2020
Rocklin, CA 95765
(916) 333-2086

Alexandra Shepis

CFP®

Specialties: Comprehensive Financial Planning

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

Francis Financial, Inc.

39 Broadway, Suite 1730
New York, NY 10006
(212) 374-9008

Jennifer S. Henderson

MBA, CFP®

Chief Operating Officer

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

Fee Only Financial Advisor serving Mansfield, OH and the surrounding communities.

Pinnacle Wealth Planning Services, Inc

6 West Third Street, Suite 100
Mansfield, OH 44902
(419) 526-5226
CONNECT WITH Jennifer
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James R. Potoka

CFP®

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

Financial Advisor serving Morrisville, PA and the surrounding communities.

Legacy Financial Services Group

800 Township Line Rd , Ste 125
Morrisville, PA 19067-4269
(800) 233-4388
(215) 702-9750

Kristin A. Nordahl

CFP®, CLU®

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

Commission and Fee Financial Advisor serving North Andover, MA and the surrounding communities.

Baystate Financial

859 Turnpike St, Ste 129
North Andover, MA 01845
(978) 689-7557

Tyler J. Young

CFP®, CFA, CPA

Head of Advisory & Wealth Advisor

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

Fee Only Financial Advisor serving Plano, TX and the surrounding communities.

SFMG Wealth Advisors

3960 Dallas Pkwy, Ste 400
Plano, TX 75093-7863
(972) 960-6460
CONNECT WITH Tyler
  • linkedin link

Josh Gallogly

CFP®, EA

Managing Member and Founder, CERTIFIED FINANCIAL PLANNER®

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

Fee Only Financial Advisor serving Columbus, OH and the surrounding communities.

Milestones Financial, LLC

970 Northwest Blvd
Columbus, OH 43212-3845
(614) 349-1095

Chad Whitzel

CFP®, AFC®

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

Financial Advisor serving Madison, WI and the surrounding communities.

Remote
Madison, WI 53711