Top |
Arts |
Business |
Computers |
Games |
Health |
Kids |
News |
Recreation |
Reference |
Regional |
Science |
Shopping |
Society |
Sports |
World |
Regional |
Languages |
News |
Blogs
Top: Business:
Financial Services:
Financial Planning:
Certified Financial Planners (133)
Abuls, Bone & Eller - Offering investment management and financial and retirement planning services.
Alden Capital Management - Provides retirement and estate planning, as well as investment advisory services.
Altius Financial Advisors, L.L.C. - Fee-only financial planning and investment advisory firm.
Ames Financial Services - Provides insurance services, investment and retirement planning, and college funding.
Amy L. Whitlatch - Providing fee-only financial planning and analysis for individuals in the process of divorce and other transitions.
Anthony Harding & Partners Limited - Specialising in investment planning and asset management services for private clients.
Armstrong Financial Strategies - Provides financial planning, divorce planning and asset management.
Armstrong MacIntyre & Severns, Inc. - Offers financial planning, portfolio management and retirement planning services.
Asset Planning Corporation - Offers investment, retirement and financial management to individuals, families, and corporations.
Australian Financial Services Limited - Combines financial and estate planning services, insurance Retirement planning.
Barrios Financial Services - Provides financial, retirement and estate planning, investment and insurance advisory services. Features a list of offering products, links to financial resources.
Beck Financial Strategies, Inc. - Fee-based CFP firm provides life planning and financial planning services.
Benefit Planning Services - Fee-only investment management, financial planning and charitable consulting.
BG Financial - Specializes in providing fee-only financial planning and investment advice.
Blankenship Financial Planning, Ltd. - Fee-only financial planning and advisory. Description of services, newsletter and links to financial resources.
Blattel & Associates - Offers investment and retirement planning services.
Bob Stowe, CFP - Financial advisor providing portfolio management and financial planning services.
Brady & Associates Financial Services - Provides personal financial planning services in Australia.
Branson, Fowlkes & Company, Inc. - Offers financial planning services, retirement plans, estate planning, and investment management. Provides quaterly investment reviews, research data and industry news.
Broussard Financial Group - Provides education for financial, investment and retirement planning.
Buff Capital Management - Providing financial planning and asset management services. Features articles and links to financial resources and services.
Camarda Financial Advisors - Fee-only financial planners offers investment advice and articles.
Cambridge Financial Group - Fee-only tax planning and preparation, estate planning, insurance and investments.
CanWealth Financial Services - Specializing in retirement, estate and corporate planning. Company information, staff profiles.
Capital Strategies Inc. - Offers financial planning to individuals, corporations and institutions.
Carol Gosho, CFP - Providing portfolio management and financial planning services.
Certified Financial Planners Board of Standards, Inc. - Regulatory organization that creates and enforces uniform standards of competency, practice and ethics of financial planners through professionally administered education, examination, experience and ethics requirements.
Charles Geraci - Specializes in personal financial, tax and estate planning and consulting.
Clarity Financial Group - Services includes estate preservation, college planning and retirement planning.
Columbus Financial Group - Financial planning and registered investment advisory services.
Compass Advisors LLC - A fee-only financial planning firm in Atlanta, Georgia.
Cooper Management Service, Inc. - Provides fee-only financial planning and investing. Securities offered through Charles Schwab Institutional.
D. Scott Neal, Inc. - Offering financial planning and investment advisory services, including insurance planning, risk management, budgeting, income tax and college planning, education funds, debt and money management.
David T Martula, CFP - Hadley, Massachusetts firm offers fee-only financial planning services.
David Twenhafel, CFP - Rockville, MD firm offers financial planning to people in the process of divorce.
Desert Valley Financial Planning, LLC - Provides fee-only financial planning and life planning. Includes hourly, project-based, and retainer services. Links to related Web resources.
Douglas F. Hudson, CFP - Offers Canadians information in the areas of retirement, estate, tax and investment planning.
Falcon Financial Management, Inc. - Provides financial planning, management, and investment services.
Fazio and Associates - Fee-based managed accounts, retirement planning, and educational and fund strategies.
Financial Advisory Service, Inc. - Offering financial planning, estate planning, investment management and individual consulting services.
Financial Planners Standards Council - The Canadian regulatory organization awarding the Certified Financial Planner designation.
Financial Planning Association - Organization comprised solely of CFP licensees.
Financial Planning Group Inc. - Advisory firm providing portfolio management and financial planning services.
Financial Prep - Provides an exam prep for those taking the Level I, II, or III CFA exams.
Financially Speaking, Inc. - Offers retirement, tax, estate, and investment planning services. Specializes in investment policies for individuals and institutional investors.
Focus Financial Network, Inc. - Providing investment and financial advice, and portfolio management.
Folk Financial Planning - Offers holistic financial planning to clients on a fee-only basis.
Foster Group, Inc. - Financial planning and investment advisory firm. Principals profiles, fee description.
Frost Financial - Provides advice in the areas of investment, estate, insurance and tax planning.
FS Financial Strategies - Providing financial planning services. Specializing in retirement and divorce planning, and investment advisory. Financial articles and links.
G. Eric Faddis, CFP - Provides financial advice to professionals, small business owners, retirees and individuals.
Galecki Financial Management, Inc. - Fee only investment advisor firm providing asset management services to high net worth clientele.
The Garrett Planning Network, Inc. - Provides fee-only financial planning and advice.
George H. Coughlin II, CFP - Provides financial and IRA planning services.
George Papadopoulos, CPA/PFS, CFP - Provides portfolio management and fee-only financial planning services.
Hatch & Muir - Provides advice and solutions in the areas of financial, retirement and estate planning. Specializes in severance and early retirement situations. Features investments and retirement savings calculators.
Herr Capital Management - Certified Financial Planner and CPA offering estate and tax planning.
Hershberger Financial Services - Offers financial planning and investment services.
Humphreys Group - Fee-only CFPs provide financial planning and investment advice to individuals and families.
Independence Financial Planners - Fee-only experts based in London, England and Denver, CO., USA, serving the international community.
Independent Focus - Offers retirement, investment and estate planning services. Based in Cape Town, South Africa.
Integrated Financial Strategies - Offers investments, divorce planning, wealth management, and retirement planning.
Investors Group Financial Services Inc. - Offers advice on investing, mutual funds, retirement planning, life insurance. Features principals' profiles and articles.
J. Paul Wilson - Offers financial, estate, retirement and business planning services. Features articles, links, planning strategies, and investment calculators.
Jahn Investment Advisors - Specializing in the financial concerns of women.
James R Johnson, CFP - Features portfolio management and financial planning services.
JCS Financial Planning Services - Investment advisory firm providing portfolio management and financial planning.
Jeanette Alexander, C.F.P. and Michael Dallas, C.F.P. - Focusing on the investing needs of retirees and soon-to-be retirees.
The Jentner Financial Group - Certified personal wealth managers.
Joan Siegel, CFP - Provides financial planning, tax preparation services and educational resources.
Joel Isaacson & Co - New York CPA and CFP assisting with personal estate, investment, and financial planning.
John D. Caffrey, Jr. CFP - Investment advisory firm providing portfolio management and financial planning services.
John M. Scherer, CFP - A financial planning and advisory firm.
Jonathan Smith & Co. - Provider of financial, retirement, and estate planning services, also bank custodian and family office services. Features quaterly market commentaries.
Karen A. Ibach, CFP - Provides retirement planning, college funding, and financial planning services.
Kean Songy, CFP - Financial project management and financial planning consultant located in Dallas, TX.
Kiely Capital Management, Inc. - Provides fee-only financial planning, specializing in retirement planning.
Kooman and Associates, Inc. - Assists investors in a full-range of financial and estate services.
Kring Financial Management, Inc. - Offers planning and investment advisory services. Specializes in tax planning, insurance, and education.
Larry Cogdell, CFP - Provides financial planning, investment products and free tools and information.
Lassus Wherley and Associates, P.C. - Provides fee-only financial planning, investment management and tax preparation.
Lifetime Financial Planning - Provides fee-only financial planning and investment advice for middle-income clients.
LPL Financial Services - Financial planner offers financial advice to individuals and small businesses.
Mackensen & Company, Inc. - Offer fee-only financial planning services and investment management. Features newsletters and information on public workshops.
The Main Street Group, Ltd - Offers full range of financial planning products and services.
Miceli Financial Planning - Offering financial planning and investment management services.
Modular Financial Solutions Inc. - Certified financial planner is a fee-only financial planning firm.
Montecito Capital Management, LLC - Specializing in financial planning, retirement services, investment management and portfolio management.
Multop and Associates - Provides tax and financial planning services.
National Association of Personal Financial Advisors (NAPFA) - Group for fee-only planners to enhance their own skills, market their services and be a part of a collective, influential voice on matters that affect them and their clients. History, bylaws, officers, awards and achievements, and contact information.
Nigel Taylor, CFP - Provides domestic and international financial, retirement and estate planning.
Norman Financial Planning, Inc. - Fee-only serives include tax and retirement planning, college funding, and estate planning.
Northstar Financial Planning, Inc. - CFP provides fee-only financial planning services.
Objective Financial Advisors, Inc. - Provides fee-only financial planning and investment advice to individuals and organizations. Description of services and contact details.
Owens Financial - CFP provides portfolio management and financial planning services.
Pacific Wealth Management, LLC - Provides financial planning, divorce planning and asset management services.
Parlan Financial Corp. - Provides fee-only financial planning, investment management and corporate seminars.
PartnersInWealth - Provides financial planning and investment services.
Paul Knoblich: Certified Financial Planner - Retirement accumulation and distribution specialist.
Personal Financial Solutions, Inc. - Offeringing portfolio management, investment advice and financial planning.
Peterson Planning - Provides fee-based investment management and financial planning in Minnesota and Wisconsin.
Pinnacle Financial Services - Provides financial planning products and services and wealth accumulation strategies.
Planmark Financial Services - Advisor provides financial planning, plan administration, and investment management.
Pollock Planning Associates, Inc. - Providing investment, tax planning, retirement planning, and estate planning services.
Premier Capital Advisors, Inc. - CFP providing investment advice and financial planning services.
Professional Financial Strategies, Inc. - Providing fee-only wealth management services.
R. Douglas Pauley, MBA, CFP - Provides fee-only financial planning and investment advisory services.
Raymond D. Mignone, CFP - Provides investment advice, portfolio management and college planning.
Reid Tax Company - CFP assists with tax problems, estate planning and trusts.
Richmond Financial Associates, Inc. - Focusing on investments, insurance, and money management.
Robert Wacker and Associates - Fee-only financial planning firm located in San Luis Obispo, California.
Roberts & Fails, P.C. - Offering financial planning and tax advisory services to individuals, families and businesses.
Ronald B. Wiser & Associates - Providing financial planning for individuals, businesses and organizations.
Ross L. Marino CFP - Providing portfolio and wealth management services.
Sage Advisory Group, LLC - Offers financial and investment advice to individuals and families on a fee-only basis.
Security Financial Services - Offers a full range of financial planning services.
Spinnaker Financial Advisors, PLLC - Provides fee-only financial planning, investment advisory, and estate planning services by CPAs and CFPs.
Spraker, Fitzgerald, Tamayo and Moisand, LLC - Providing financial, estate and retirement planning and investment advisory services on a fee-only basis. description of services, links to financial resources.
Starks Financial Group Inc. - Offering advisory services on financial planning and investment management. Specializing in retirement plans and college financial planning.
Stephen J. Golembiowski, CFP, CLU, ChFC - Provides financial services to individuals and businesses.
Stephen R. Hample, CFP - Offers advice in the areas of estate and retirement planning, and planned giving.
Steve Morris, CFP - Offers financial planning resources for the small business owner and individual investor.
Stiles Financial Services, Inc. - Provides individual financial planning services and implements corporate retirement plans including 412(i) plans.
Tassel Capital Management, Inc. - Provides fee-only investment, financial and stewardship guidance including asset management services.
Thomas J. Hahn, CFP - Provides investment and retirement planning services.
Thorne Asset Management, Inc. - Provides financial planning and investment management services.
Toal & Associates, LLC - Offers financial planning and investment management services. Features links to educational resources.
Tucker Financial Services Inc. - Providers of fee-based financial planning and investment advisory services for senior citizens and retirees.
Tyler & Associates - Offers fee-only asset management and investment advising, tax preparation and estate planning.
W. David Coffman, CPA, CFP - Offers financial planning and consultation services.
Wealth Management Advisors Inc. - Financial planners and advisors located in Overland Park, KS.
Wheeler Wealth Management, Inc. - Financial planning and investment advisory firm offering retirement and tax planning.
Yeske and Company - Offers articles, market updates, discussion areas, and financial planning services.
|