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Timothy A. Grout

CFP®, MBA

Principal

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

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

The Mather Group

10300 Alliance Rd, Ste 460
Cincinnati, OH 45242
(513) 469-8400

Timothy J. LaPean

CFP®, ADPA®

Financial Planner / Owner

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

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

Thoughtful Financial Planning

314 Clifton Ave, Ste 105
Minneapolis, MN 55403
(612) 460-7355

John P. Middleton

CFA, CFP®, AIF®,CAIA

Senior Wealth Advisor

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

Financial Advisor serving Morristown, NJ and the surrounding communities.

Mercer Advisors

67 Park Place East, 7th Floor
Morristown, NJ 07960
(908) 730-7000
CONNECT WITH John
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Jacob I. Becker

CFP®

Managing Partner

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

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

Portland Private Wealth Management FAS

1834 SW 58th Ave, Suite 101
Portland, OR 97221
(503) 880-9848

Russell E. Suede

CPA/PFS, CFP®, GEPC

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

Financial Advisor serving AGOURA HILLS, CA and the surrounding communities.

GSC Financial & Insurance Services, Inc.

30423 CANWOOD ST STE 130, Suite 130
AGOURA HILLS, CA 91301
(818) 274-5977

Jeffrey R. Gall

CFP®, ChFC, CLU, CPA

Founder & Owner

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

Commission and Fee Financial Advisor serving Franklin, TN and the surrounding communities.

Jeffrey Gall Wealth Advisors

8209 Penn Way Court
Franklin, TN 37064
(800) 877-7210
(925) 937-6382
CONNECT WITH Jeffrey
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Tom Zachystal

CFA, CFP®

President

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

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

IAM

411 Borel Ave, Ste 502
San Mateo, CA 94402-3520
(619) 501-7105

James A. Wade

CFP® CSA®

Specialties: Attending College, Annuities, Asset Allocation, Business Taxes, Career Change, Investment...More

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

UNITY Financial Services

610 N Town East Blvd, Suite 102
Mesquite, TX 75150
(972) 329-9453

Colleen Soares

CFP®, CPA

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Business Taxes, Investment...More

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

Soares Financial, Inc.

PO Box 344, 1553 2nd St.
Napa, CA 94559
(707) 255-6900

Lewis R. Gridley

CFP®, MBA

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

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

Gridley Associates, Inc.

3053 Filmore Street, # 124
San Francisco, CA 94123
(415) 397-1100

Carrie B. Ryan

CFP®

Managing Principal

Specialties:

Financial Advisor serving Indianapolis, IN and the surrounding communities.

Wells Fargo Advisors FiNet

9100 Keystone Crossing, Ste. 625
Indianapolis, IN 46240
(317) 846-1999

Dan Serra

CFP®, EA, ADPA

Certified Financial Planner

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

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

SageVest Wealth Management

1320 Old Chain Bridge Rd, Ste 250
McLean, VA 22101-3919

SageVest Wealth Management

Old Georgetown Rd
Bethesda, MD 20814
(703) 992-7650
CONNECT WITH Dan
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William J. Warren

CFP®, LUTCF

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

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

William J. Warren

5700 Merle Hay Road, PO Box 1447
Johnston, IA 50131-9426
(515) 457-1222

Michael D. Cassidy

CFP®, ChFC®, APMA®

Financial Advisor

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

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

Amerprise Financial

8300 Norman Center Dr, Ste 550
Bloomington, MN 55437
(952) 767-5547
CONNECT WITH Michael
  • facebook link
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Ron Tamayo

CFP®

Principal

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

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

Moisand Fitzgerald Tamayo, LLC

300 S Orange Ave, Suite 1170
Orlando, FL 32801
(407) 869-6228
CONNECT WITH Ron
  • twitter link
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Elaine E. Bedel

CFP®

President

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

Fee Only Financial Advisor serving Indianapolis, IN and the surrounding communities.

Bedel Financial Consulting, Inc.

8940 River Crossing Blvd., Ste 120
Indianapolis, IN 46240
(888) 843-1358
(317) 843-1358

Michael P. Haubrich

CFP®, CSA®

President

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

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

Financial Service Group, Inc.

4812 Northwestern Ave
Mount Pleasant, WI 53406

Financial Service Group, Inc.

4812 Northwestern Avenue
Racine, WI 53406
(800) 420-4500
(262) 554-4500
CONNECT WITH Michael
  • facebook link
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Lawrence D. Sprung

CFP®

Founder, Wealth Advisor

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

Financial Advisor serving Hauppauge, NY and the surrounding communities.

Mitlin Financial Inc.

140 Adams Ave, Ste B12
Hauppauge, NY 11788-3618
(866) 4-MITLIN
(631) 952-4466

Drew Gillespie

CFP®

Financial Advisors

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Banking, Buying a Home, Estate...More

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

Ameriprise

8150 Leesburg Pike, Ste 600
Vienna, VA 22182
(703) 226-2300

William W. Paxton

CFP®

Principal

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

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

CAPTRUST

925 Main St, Suite 200
Lynchburg, VA 24504
(434) 941-8900

Adam M. Kleinfelter

CFP®

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

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

Blue Trust

9 Halton Green Way
Greenville, SC 29607
(800) 588-7526
(864) 233-7405
CONNECT WITH Adam
  • twitter link
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John Kochevar

CFP®, EA

Principal

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

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

Kochevar Financial Planning, LLC

7 Beth Lee Dr
Grafton, MA 01519
(774) 329-0849

Lawrence E. Wall

CAP, CFP®

Managing Director

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

Commission and Fee Financial Advisor serving Hoover, AL and the surrounding communities.

WealthArc Advisors

1957 Hoover Ct, Ste 316
Hoover, AL 35226-3620
(205) 907-1229
CONNECT WITH Lawrence
  • facebook link
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Stephen K. Hassell

CFP®

Wealth Advisor

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

Fee Only Financial Advisor serving Houma, LA and the surrounding communities.

Hassell Wealth Management

300 Lafayette Street, Suite 200
Houma, LA 70360
(985) 868-9881
CONNECT WITH Stephen
  • facebook link
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John J. Dardis, Sr.

CFP®

Chairman

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

Financial Advisor serving Metairie, LA and the surrounding communities.

Dardis Couvillon & Associates

2121 Airline Drive, Ste 580
Metairie, LA 70001
(504) 828-3052

Jeffrey J. Yu

CFP®, CPA

Principal

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

Financial Advisor serving Indianapolis, IN and the surrounding communities.

CAPTRUST

9100 Keystone Crossing, Ste. 700
Indianapolis, IN 46240
317-663-6500

Judith D. Ludwig

CPA/PFS, CFP®

VP Financial Planning and Taxation

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

Financial Advisor serving Newton, MA and the surrounding communities.

Adviser Investments

85 Wells Ave, Suite 109
Newton, MA 02459
(617) 559-3402

Patricia F. Meidell

CFP®

Investment Manager

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

Financial Advisor serving Reno, NV and the surrounding communities.

American Wealth Management

570 Hammill Ln
Reno, NV 89511
(775) 332-7000

Gary A. Klein

CFP®

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

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

LPL Financial

24535 2nd St
Hayward, CA 94541-6801
(510) 581-1139
CONNECT WITH Gary
  • facebook link
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Allison Becker

CFP® APMA CRPC ChFC

Specialties:

Commission and Fee Financial Advisor serving Middlebury, CT and the surrounding communities.

Ameriprise Financial Services, LLC.

835 Straits Tpke, Ste A
Middlebury, CT 06762-2867
(800) 895-6625