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Jeffrey D. Smith

CFP®

Wealth Advisor

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

Financial Advisor serving Westerville, OH and the surrounding communities.

Mercer Advisors

600 North Cleveland Avenue, Suite 140, Suite 140
Westerville, OH 43082
(614) 738-0629

Georgia G. Bruggeman

CFP®

President

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

Fee Only Financial Advisor serving Holliston, MA and the surrounding communities.

Meridian Financial Advisors, LLC

13 Water St, Ste 302
Holliston, MA 01746

Meridian Financial Advisors, LLC

3A Main Street, Ste. 11
N. Eastham, MA 02651
(508) 429-2600
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Jorge Padilla

CFP®

Senior Client Advisor

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

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

MEIRA

9350 S Dixie Hwy, Ste 1500
Miami, FL 33156
(305) 670-4440
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Gregory A. Walters

CFP®, APMA®, MBA

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

Commission and Fee Financial Advisor serving Thibodaux, LA and the surrounding communities.

Ameriprise Financial Services, LLC

132 Rue Colette, Ste A
Thibodaux, LA 70301
(985) 446-1968

Stephen Lupkas

CFP®

Senior Financial Advisor

Specialties: Comprehensive Financial Planning, Investment Management, Retirement, Sudden Wealth

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

myFinancialPro

4 Research Dr, Ste 402
Shelton, CT 06484-6242
(888) 282-2220
(203) 922-1192

David G. Turner

MSF, CFP®, CLU®,CCFC

Certified Financial Planner

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

Commission and Fee Financial Advisor serving Greenville, SC and the surrounding communities.

My Planning Pro, LLC

3515 Pelham Rd, Ste 100
Greenville, SC 29615-4196
(864) 520-5062
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Joseph F. Boughan

CFP®

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

Financial Advisor serving Scituate, MA and the surrounding communities.

Parkmount Financial Partners

50 Country Way, 203A
Scituate, MA 02066
16173140399
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Jody Robinson

CFP®

Specialties:

Financial Advisor serving Oak Lawn, IL and the surrounding communities.

Kingsview Partners Wealth Management, LLC

10730 S Cicero Ave, Ste 207
Oak Lawn, IL 60453-6209
(630) 297-1902

Aaron M. Newland

CFP®

Managing Director

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

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

CIBC Private Wealth Management

520 Newport Center Drive, Suite 700
Newport Beach, CA 92660
(562) 673-2445

Mary Margolis

CFP®, CPA/PFS

Principal

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

Financial Advisor serving Houston, TX and the surrounding communities.

MBR Financial

2000 W Loop S, Ste 1510
Houston, TX 77027-3509
(713) 337-6345

Larry Lytle

CFP® CAP® CEPA®

CEO

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

Commission and Fee Financial Advisor serving Phoenix, AZ and the surrounding communities.

Wiser Advisor Group

4616 E Sunset Dr
Phoenix, AZ 85028-6115
(800) 926-6449
(480) 500-9055
CONNECT WITH Larry
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Kevin J. Donnelly

CFP®

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

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

KJ Donnelly Planning LLC

111 East 85th St, Ste 14C
New York, NY 10028
(212) 996-3535

Josh Chamberlain

CFP®

Principal

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

Fee Only Financial Advisor serving Decatur, GA and the surrounding communities.

Chamberlain Financial Advisors

124 Glenn Cir
Decatur, GA 30030-1924
(678) 938-0372

Derek M. Lawson

MBA, RICP®, CFP®

Financial Advisor

Specialties:

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

Navigate Financial

3449 LAWRENCEVILLE-SUWANEE RD., SUITE E
SUWANEE, GA 30024
(404) 890-5692

Nathan Mateer

CFP®

Specialties:

Financial Advisor serving Rockwall, TX and the surrounding communities.

6760 Horizon Rd, Ste 100
Rockwall, TX 75032-2101

Clinton Cameron Coldren

CFP®

Financial Planner

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

Commission and Fee Financial Advisor serving Belle Chasse, LA and the surrounding communities.

LPL Financial

8558 LA-23, Suite 1
Belle Chasse, LA 70037
(504) 919-1097
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Paul N. Taber

CPA, CFP®, PFS, AIF

Financial Adviser

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

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

Taber Financial Advisers

1329 Wiley Oak Dr
Jarrettsville, MD 21084
(443) 417-7697

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.

Yeske Buie Inc.

301 Maple Avenue West, Suite 600
Vienna, VA 22180

Yeske Buie Inc.

220 Montgomery Street
San Francisco, CA 94104
(800) 772-1887
CONNECT WITH Elissa
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Joe N. Grabar, III

CFP®, MSFS, CLU

Managing Principal

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

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

Fortress Financial Partners

3110 Edwards Mill Road, Suite 200
Raleigh, NC 27612
(800) 672-4342 e.276
(919) 322-2761

Abraham Martinez

CFP®, MBA

Financial Advisor

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

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

580 California St 12th Floor, 12th Floor
San Francisco, CA 94104
(415) 319-1071

Angela M. Bender

CFP®

Managing Partner

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

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

AMJ Financial Wealth Management

44160 Scholar Plz, Suite 490
Leesburg, VA 20176
(800) 237-4134
(703) 466-0477

Walter J. Obremski

CFP®

President

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

Financial Advisor serving O'Fallon, MO and the surrounding communities.

B & B Financial Planning

311 E Elm
O'Fallon, MO 63366
(636) 978-8770

Arek D. Puzia

CFP®

Chief Investment Officer

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

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

PathWise

1211 Newell Avenue, Suite 130
Walnut Creek, CA 94596
(925) 939-5607

Aaron Parrish

CFP®

President

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

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

204 Muirs Chapel Rd, Ste 100
Greensboro, NC 27410-6174
(336) 355-1432
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Ryan Farmin

CFP® CFA®

Financial Planner

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

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

Quantum Financial Planning

1212 N Washington St Ste 220
Spokane, WA 99201-2400
(509) 328-6653
CONNECT WITH Ryan
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Stephanie Loeffel

CFP®

Founder and Lead Planner

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

Fee Only Financial Advisor serving Scituate, MA and the surrounding communities.

Ascend Financial LLC

40 Hazel Ave
Scituate, MA 02066-3934
(781) 214-0820
CONNECT WITH Stephanie
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Greg S. Miyashiro

CFP®

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

Fee Only Financial Advisor serving Honolulu, HI and the surrounding communities.

Kahala Financial Advisors, LLC

4211 Waialae Ave, Suite 407
Honolulu, HI 96816
(808) 734-7665

James H. Fydroski

CFP®

CFP(TM)

Specialties: Annuities, Investment Management, Mutual Funds, Retirement, Long-term Care

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

Haas Financial Services, Inc.

21415 Civic Center Dr, Ste 207A
Southfield, MI 48076
(248) 728-0028

John A. Ungerman

CFP®

Wealth Advisor

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

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

Thrivent Mutual Funds

2500 East High Street, Ste 620
Pottstown, PA 19464
(610) 970-4740

Elizabeth A. Thorley

MS,CFP®,CLU,AIF,AEP

Founder & CEO

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

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

Thorley Wealth Management, Inc.

1571 Monroe Ave.
Rochester, NY 14618
(585) 943-0887
CONNECT WITH Elizabeth
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