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Rodney M. Loesch

CFP®

Financial Advisor

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

Commission and Fee Financial Advisor serving Lee's Summit, MO and the surrounding communities.

LifeGoals Strategies Group

1741 NE Douglas St, Suite 100
Lee's Summit, MO 64086
(816) 548-4113

Melissa S. Dyer

CFP®, MBA

CFP

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

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

Raymond James Financial Services, Inc.

10463 Park Meadows Dr, Ste 115
Littleton, CO 80124
(303) 792-7340

Clint Dunn

CFP®, IACCP®

Chief Compliance Officer

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

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

Beaird Harris

5005 LBJ Fwy, Ste 1700
Dallas, TX 75244
(972) 503-1040
CONNECT WITH Clint
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Ronald M. Lojacono

CFP®

Financial Advisor

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

Financial Advisor serving Buffalo, NY and the surrounding communities.

WNY Asset Management, LLC

6500 Sheridan Dr, Ste 200
Buffalo, NY 14221-4845
(716) 626-0060

Carol Ringrose Alexander

CFP®, AIF®, CDFA®

Executive Vice President

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

Fee Only Financial Advisor serving Oklahoma City, OK and the surrounding communities.

Retirement Investment Advisors, Inc.

2925 United Founders Blvd
Oklahoma City, OK 73112
(800) 725-4530
+1 More Number
(405) 842-3443

Robert L. Riedl

CFP®, CPA, AWMA®

CEO & Director of Wealth Management

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

Fee Only Financial Advisor serving Appleton, WI and the surrounding communities.

Endowment Wealth Management, Inc.

Corp Headquarters, W6272 Communication Ct
Appleton, WI 54914-8531
(920) 785-6010

Joseph W. Bowie

CFP®

Retired Founder

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

Financial Advisor serving Oklahoma City, OK and the surrounding communities.

Retirement Investment Advisors, Inc.

2925 United Founders Blvd Ste A
Oklahoma City, OK 73112-4355
(405) 203-5391

Mariah Sacoman

CFP®

President

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

Fee Only Financial Advisor serving Santa Fe, NM and the surrounding communities.

HighRocks Wealth, LLC

PO Box 1851
Santa Fe, NM 87504-1851
+ 1 More Address

HighRocks Wealth, LLC

1925 Aspen Dr
Santa Fe, NM 87505-5586
(505) 920-0162
CONNECT WITH Mariah
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John M. Yerkes

CFP®

Specialties:

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

Mass Mutual

1393 Veterans Highway, S307S
Hauppauge, NY 11788-2722
(631) 851-5632

Brooks C. Slaughter

CFP®

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

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

Richard P. Slaughter Associates, Inc.

9600 N Mopac, Ste 600
Austin, TX 78759
(800) 821-5610
+1 More Number
(512) 918-0000

Brad E. Mullins

CFP®

Senior Vice President

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

Financial Advisor serving Salem, VA and the surrounding communities.

TCV TRUST & WEALTH MANAGEMENT

211 E 4th St
Salem, VA 24153-5034
(540) 353-7305

Christopher L. Schreiner

CFP®, CPA

Co-CEO

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

Financial Advisor serving Reston, VA and the surrounding communities.

Mason Investment Advisory Services

11921 Freedom Drive, Suite 1000
Reston, VA 20191
(703) 716-6000

Archibald Robinson Hoxton, IV

CFP®

Managing Member

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

Commission and Fee Financial Advisor serving Shepherdstown, WV and the surrounding communities.

Hoxton Planning & Management

8530 Shepherdstown Pike
Shepherdstown, WV 25443
(304) 876-2619

Leslie A. Cook

JD, CFP®, CDFA

Financial Advisor

Specialties:

Financial Advisor serving Atlanta, GA and the surrounding communities.

Ameriprise Financial Services, LLC

2300 Henderson Mill Rd NE, Suite 130
Atlanta, GA 30346
(770) 496-8965

Joseph P. Griffard

CFP®

Wealth Manager

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

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

Bridgewater Asset Management

1502 Knox St
Houston, TX 77007-3021
(877) 876-1666
+1 More Number
(636) 256-2440

D. Bradley Hannink

CFP®, MS, APMA®

Private Wealth Advisor

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

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

Ameriprise Financial Services, LLC

11001 River Run Blvd, Ste 100
Bakersfield, CA 93311
(661) 664-6900

Lisa A. Kelly

CPA/PFS, CFP®

President

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

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

Federmann Financial Advisors Inc.

745 Route 25A, Ste C
Rocky Point, NY 11778
(631) 981-1904

Thomas M. Dowling

CFA, CFP®, CIMA®

Head of Wealth Management

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

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

Alliance Global Partners

1000 William Hilton Pkwy, Unit C5
Hilton Head, SC 29928
(843) 420-1993
CONNECT WITH Thomas
  • linkedin link

Ted Stricker

CFP®

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

Financial Advisor serving Cedarhurst, NY and the surrounding communities.

Bernath & Rosenberg

126 Spruce Street
Cedarhurst, NY 11516-1915
(212) 221-1140 X130
CONNECT WITH Ted
  • linkedin link

Ben Loughery

CFP®

Founder, CEO

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

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

Lock Wealth Management

1372 Peachtree St NE
Atlanta, GA 30309
(404) 590-6884
CONNECT WITH Ben
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Robert Persichitte

CFP®, CPA, CFE

Financial Planner

Specialties:

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

Delagify Financial

8538 Union Cir
Arvada, CO 80005-1184

Irene M. Vilona-LaBonne

CFP®

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

Commission and Fee Financial Advisor serving Delavan, WI and the surrounding communities.

517 E Walworth Ave, PO Box 407
Delavan, WI 53115
(262) 728-2202

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

Noah Schwab

CFP®

Financial Advisor

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

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

Stewardship Concepts Financial Services

7307 N Division, Suite 205
Spokane, WA 99208
CONNECT WITH Noah
  • linkedin link

Ryan C. Spaude

CFP®

Certified Financial Planner

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

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

Sequoia Financial Group

111 S. 2nd St #300
Mankato, MN 56001
(507) 769-0939
CONNECT WITH Ryan
  • linkedin link

LaToya K. Maddox

CFP®

Specialties: Comprehensive Financial Planning, Buying a Home, Career Change, Asset Allocation,...More

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

Phoenix Associates

2255 Sewell Mill Road, Suite 230
Marietta, GA 30062
(770) 973-4000
CONNECT WITH LaToya
  • linkedin link

Jessica Kirwin

CFP®, CCFC, MBA

Financial Planner

Specialties:

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

Kirwin Financial

371 NE Gilman Blvd, Suite 160
Issaquah, WA 98027
(425) 650-2400

Carlos Miguel Alvarez

CFP®

Vice President, Financial Consultant

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

Financial Advisor serving Winter Park, FL and the surrounding communities.

Charles Schwab & Co.

633 N Orlando Ave
Winter Park, FL 32789-2917
(407) 754-3965

Marguerita M. Cheng

CFP®,

Founder

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

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

Blue Ocean Global Wealth

9841 Washingtonian Blvd, Suite 200
Gaithersburg, MD 20878

John Benjamin Nowak

CFP®, RMA, CPWA, CPA

Founder, Financial Planner

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

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

Alo Financial Planning

20 N. Clark Street, Suite 3300
Chicago, IL 60602
CONNECT WITH John
  • linkedin link