Asset Planning Corporation - - Offers investment, retirement and financial management to individuals, families, and corporations.
Barrios Financial Services - - Provides financial, retirement and estate planning, investment and insurance advisory services. Features a list of offering products, links to financial resources.
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.
Branson, Fowlkes & Company, Inc. - - Offers financial planning services, retirement plans, estate planning, and investment management. Provides quarterly investment reviews, research data and industry news.
Buff Capital Management - - Providing financial planning and asset management services. Features articles and links to financial resources and services.
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.
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.
Douglas F. Hudson, CFP - - Offers Canadians information in the areas of retirement, estate, tax and investment planning.
Financially Speaking, Inc. - - Offers retirement, tax, estate, and investment planning services. Specializes in investment policies for individuals and institutional investors.
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.
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.
Jonathan Smith & Co. - - Provider of financial, retirement, and estate planning services, also bank custodian and family office services. Features quarterly 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.
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.
Montecito Capital Management, LLC - - Specializing in financial planning, retirement services, investment management and portfolio management.
Multop Financial - - A private tax and financial planning firm located in Bellingham, Washington.
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.
Objective Financial Advisors, Inc. - - Provides fee-only financial planning and investment advice to individuals and organizations. Description of services and contact details.
Roberts & Fails, P.C. - - Offering financial planning and tax advisory services to individuals, families and businesses.
Rockwood Wealth Management - - An independent fee only financial planning and investment management firm with locations in Annapolis, Maryland and New Hope, Pennsylvania.
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.
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