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Matthew E. Chope

CFP®

retired Partner

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

Commission and Fee Financial Advisor serving Southfield, MI and the surrounding communities.

Center for Financial Planning, Inc.

24800 Denso Dr., Ste 300
Southfield, MI 48033
(248) 948-7900

Grace Cappellini

CFP®

Associate Wealth Advisor

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

Financial Advisor serving Cincinnati, OH and the surrounding communities.

THOR Wealth Management

7346 Beechmont Ave
Cincinnati, OH 45230-4133
(513) 271-6777
CONNECT WITH Grace
  • linkedin link

John E. Landers

CFP®

Senior Vice President

Specialties: Comprehensive Financial Planning, Attending College, Annuities, Banking, Charitable &...More

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

UBS Financial Services

750 Town and Country Blvd Ste 400
Houston, TX 77024
(800) 437-0041 0
(713) 965-8115

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

Martin S. Kelman

CFP®

Chairman

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

Financial Advisor serving Memphis, TN and the surrounding communities.

Kelman-Lazarov, Inc.

5100 Poplar Ave, Ste 2805
Memphis, TN 38137
(901) 685-8284

Ana Maria Salas

CFP®, EA

Wealth Advisor

Specialties: 401(k)/403(b)/IRAs, Asset Allocation, Investment Management, Mutual Funds, Insurance,...More

Financial Advisor serving Houston, TX and the surrounding communities.

Intrua Financial

3737 Buffalo Speedway, Ste. 400
Houston, TX 77098
713-355-9910

Taylor S. Manry

CFP®

Principal

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

Commission and Fee Financial Advisor serving Duluth, GA and the surrounding communities.

Sugarloaf Wealth Management, LLC

2055 Sugarloaf Circle, Suite 200
Duluth, GA 30097
(770) 985-5473

John R. Bergstrom

CFP®

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

Financial Advisor serving Edina, MN and the surrounding communities.

Cardinal Wealth Advisors

7201 Ohms Lane
Edina, MN 55439
(952) 746-4700

Peter S. Virok

CFP®

Private Wealth Advisor

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

Commission and Fee Financial Advisor serving Virginia Beach, VA and the surrounding communities.

Boldspire Wealth

295 Bendix Rd, Suite 150
Virginia Beach, VA 23452
(800) 394-7383
(757) 321-3420

Amanda Lisachenko

CFP®

COO

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

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

Reed Financial Services

5885 Landerbrook Dr., Suite 110
Cleveland, OH 44124
(216) 464-2090

Donald D. Petersen

CFP®, EA

RIA

Specialties: Attending College, 401(k)/403(b)/IRAs, Business Taxes, Asset Allocation, Estate Planning,...More

Commission and Fee Financial Advisor serving Price, UT and the surrounding communities.

Cetera Advisors Network

859 W 1100 S
Price, UT 84501-4318
(866) 492-6330
(661) 948-0288

Dillon McGill

CFP®

Wealth Advisor, Vice President

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

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

EP Wealth Advisors

892 Aerovista Pl, Ste 220
San Luis Obispo, CA 93401-8054
(805) 541-1308
CONNECT WITH Dillon
  • twitter link
  • linkedin link

John J. Shimp

CFP®,CRPC®,CDFA™CLTC

Private Wealth Advisor/Managing Partner

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

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

Ameriprise Financial Services, LLC

1717 Langhorne Newtown Rd, Ste 125
Langhorne, PA 19047

Ameriprise Financial Services, LLC

168 W Ridge Pike
Limerick, PA 19468
(877) 365-7526
(267) 759-6087
CONNECT WITH John
  • facebook link
  • twitter link
  • linkedin link

Deva Panambur

CFP®, CFA®, EA

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

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

Sarsi, LLC

25 Ave at Port Imperial, #323
West New York, NJ 07093-8306

Sarsi, LLC

420 Lexington Boulevard
New York, NY 10170
(917) 446-9601
CONNECT WITH Deva
  • facebook link
  • twitter link
  • linkedin link

Nayan Lapsiwala

CFP®, CFA, CAIA

Director - Wealth Management, Principal

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

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

Aspiriant, LLC

1109 Manor Dr
San Jose, CA 95125

Aspiriant, LLC

2570 W El Camino Real
Mountain View, CA 94040

Baylis Jadamec

CFP®

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

Financial Advisor serving Red Bank, NJ and the surrounding communities.

Garden State Securities

328 Newman Springs Rd
Red Bank, NJ 07701

Shelley K. Magnani

MS, CFP®

Registered Principal

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

Commission and Fee Financial Advisor serving Fort Dodge, IA and the surrounding communities.

LPL Financial

1728 Central Avenue
Fort Dodge, IA 50501

LPL Financial

414 S. 17th Street
Ames, IA 50010
CONNECT WITH Shelley
  • linkedin link

Kirk A. Kreikemeier

CFP®, CFA, FSA

Principal

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

Fee Only Financial Advisor serving Western Springs, IL and the surrounding communities.

Pebble Valley Wealth Management

4365 Lawn Ave, Ste 5
Western Springs, IL 60558
(708) 246-2366

Lois E. Kaltenbach-Basil

CFP®

Financial Advisor

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

Fee Only Financial Advisor serving Chicago, IL and the surrounding communities.

Savant Wealth Management

4040 N Lincoln Ave
Chicago, IL 60618
(773) 697-9528

David Ryan

CFP®

Specialties:

Financial Advisor serving Indian Harbour Beach, FL and the surrounding communities.

JD Bowen Financial Group

2020 Hwy A1A, Suite 104
Indian Harbour Beach, FL 32937
(321) 733-1662

Roger Ma

CFP®

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

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

344 Maple Ave W, Ste 202
Vienna, VA 22180
(412) 334-3748
CONNECT WITH Roger
  • linkedin link

Carlo A. Panaccione

CFP®

Partner / Registered Principal

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

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

Carlo Panaccione

3Lagoon Drive, Suite 110
Redwood City, CA 94065
(650) 595-1700

Roger Manske

CFP®

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

Fee Only Financial Advisor serving LaGrange, IL and the surrounding communities.

Manske CFP®

106 W Calendar Ct # 87
LaGrange, IL 60525
(708) 280-2176

Mark Markland

CFP®

Certified Financial Planner

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

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

Markland Wealth Management, Inc.

2006 N SEPULVEDA BLVD, # 275
Manhattan Beach, CA 90266-2906
(800) 959-7201
(310) 643-7737
CONNECT WITH Mark
  • linkedin link

Jane M. Young

CFP®, MBA, EA

President, Certified Financial Planner

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

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

More than Your Money, Inc.

1271 Kelly Johnson Blvd, Ste 210
Colorado Springs, CO 80920
(719) 722-2135
CONNECT WITH Jane
  • facebook link
  • twitter link
  • linkedin link

Jeff Metz

MT, CFP®

Specialties: Comprehensive Financial Planning, Charitable & Planned Giving, Career Change, Estate...More

Fee Only Financial Advisor serving Bala Cynwyd, PA and the surrounding communities.

RTD Financial Advisors Inc

Two Bala Plaza, Suite 300
Bala Cynwyd, PA 19004

RTD Financial Advisors Inc

30 S 17th St Ste 1620
Philadelphia, PA 19103
1-800-893-4725

Kristin M. Rasmussen

CFP®

President

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

Commission and Fee Financial Advisor serving San Luis Obispo, CA and the surrounding communities.

KMR Wealth Advisory, LLC

1042 Pacific St, Suite C
San Luis Obispo, CA 93401
(800) 992-9611
(805) 546-9664

Paul V. Ryan, Jr.

CFP®

Executive Director

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

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

Flagship Wealth Advisors, LLC

301 Edgewater Pl, Ste 400
Wakefield, MA 01880
(800) 631-9997
(800) 631-9997

Matthew D. Saneholtz

CFA, CFP®, EA

Senior Wealth Advisor

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

Fee Only Financial Advisor serving Plantation, FL and the surrounding communities.

Tobias Financial Advisors

1000 S Pine Island Rd, Suite 450
Plantation, FL 33324
(954) 424-1660
CONNECT WITH Matthew
  • linkedin link

Cody L. Ward

CFP®

Financial Planner

Specialties: Comprehensive Financial Planning

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

Leeway Planning

49 Broad St
Walpole, MA 02081-1723
(774) 571-0294