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Topia!: Business: Financial Services: Financial Planning: Certified Financial Planners (153)
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. Steve Morris, CFP - Offers financial planning resources for the small business owner and individual investor. CFP Board of Standards - Offers the latest information on financial planning both to the public and pratitioners. Ashton Financial Services - Provider of fee-only financial, estate and investment planning services. Alexandria Financial Associates, Ltd. - SEC-registered firm provides fee-only financial planning. Wealth Management Advisors Inc. - Financial planners and advisors located in Overland Park, KS. Budros & Ruhlin, Inc. - Provides financial planning and investment management services on a fee-only basis. Fred Meyer, CFP - Fee-only financial planning and investment advisory firm. David Steiner, CFP, CDP - Provides divorce financial planning in New Jersey and Maryland. Capital Investment Strategies, Inc. - Chicago-based firm provides estate and investment management. Frost Financial - Provides advice in the areas of investment, estate, insurance and tax planning. The Jentner Financial Group - Certified personal wealth managers. Compass Advisors LLC - A fee-only financial planning firm in Atlanta, Georgia. Financial Planners Standards Council - The Canadian regulatory organization awarding the Certified Financial Planner designation. Brady & Associates Financial Services - Provides personal financial planning services in Australia. I B Malitz & Associates - Provides comprehensive fee-only financial planning. The Rawls Company - Provides business succession planning services to capital intensive, family businesses. Douglas F. Hudson, CFP - Offers Canadians information in the areas of retirement, estate, tax and investment planning. Thea D. Glazer, CFP - Provides financial planning services to married couples and divorcees. George H. Coughlin II, CFP - Provides financial and IRA planning services. Reid Tax Company - CFP assists with tax problems, estate planning and trusts. Yeske and Company - Offers articles, market updates, discussion areas, and financial planning services. Multop and Associates - Provides tax and financial planning services. Wheeler Wealth Management, Inc. - Financial planning and investment advisory firm offering retirement and tax planning. Karen A. Ibach, CFP - Provides retirement planning, college funding, 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. Merrithew & Thorsten, Inc. - Provides fee-only retirement and financial planning services. Wealth Preservation Strategies - Offers asset protection and estate tax planning services. RBM Financial Ltd. - CFP offers financial services to Greater Toronto, Muskoka and Haliburton Highlands. Advisors Financial Group - Full service fee-oriented financial planning. Global Financial Advisors, Inc. - A fee-only financial planning and investment advisory firm. Northstar Financial Planning, Inc. - CFP provides fee-only financial planning services. Capitol Financial Group, Inc. - Provides financial planning services and investment products. Equitable Divorce Solutions, Inc. - Provides financial planning for clients experiencing the dissolution of their marriage. Stephen R. Hample, CFP - Offers advice in the areas of estate and retirement planning, and planned giving. Robert Wacker and Associates - Fee-only financial planning firm located in San Luis Obispo, California. Benefit Planning Services - Fee-only investment management, financial planning and charitable consulting. Jeanette Alexander, C.F.P. and Michael Dallas, C.F.P. - Focusing on the investing needs of retirees and soon-to-be retirees. R. Douglas Pauley, MBA, CFP - Provides fee-only financial planning and investment advisory services. Financial Planning Association - Organization comprised solely of CFP licensees. Columbus Financial Group - Financial planning and registered investment advisory services. Security Financial Services - Offers a full range of financial planning services. Mary L. Sieger, CPA - Providing financial and tax services to individuals and small to mid-sized businesses. W. David Coffman, CPA, CFP - Offers financial planning and consultation services. Kooman and Associates, Inc. - Assists investors in a full-range of financial and estate services. 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. JCS Financial Planning Services - Investment advisory firm providing portfolio management and financial planning. Henrietta Humphreys Group - Fee-only CFPs provide financial planning and investment advice to individuals and families. Nigel Taylor, CFP - Provides domestic and international financial, retirement and estate planning. CFP and S, L.L.P. - Provides investment and financial planning, as well as business planning services. Financial Prep - Provides an exam prep for those taking the Level I, II, or III CFA exams. Pinnacle Financial Services - Provides financial planning products and services and wealth accumulation strategies. Jahn Investment Advisors - Specializing in the financial concerns of women. Michael Pelletier, CFP - Financial planner offers financial advice to individuals and small businesses. Armstrong MacIntyre & Severns, Inc. - Offers financial planning, portfolio management and retirement planning services. Carol Gosho, CFP - Providing portfolio management and financial planning services. Lifetime Financial Planning - Provides fee-only financial planning and investment advice for middle-income clients. Capital Strategies Inc. - Offers financial planning to individuals, corporations and institutions. Duncan H. Cooper, CFP - Offers estate, retirement, tax and investment planning throughout New England. The Financial Advisors Group - Provides fee-only financial planning services and educational articles. Parlan Financial Corp. - Provides fee-only financial planning, investment management and corporate seminars. Total Asset Planning - Provides investment advisory and tax and estate planning services. Falcon Financial Management, Inc. - Provides financial planning, management, and investment services. Joan Siegel, CFP - Provides financial planning, tax preparation services and educational resources. Ronald B. Wiser & Associates - Providing financial planning for individuals, businesses and organizations. Lexington Financial Management - Fee only financial planning firm based in Lexington, Massachusetts. PartnersInWealth - Provides financial planning and investment services. Thorne Asset Management, Inc. - Provides comprehensive financial planning and investment management services. Armstrong Financial Strategies - Provides financial planning, divorce planning and asset management. Robert Kauffunger, CFP - Offering fee-based financial advice. Camarda Financial Advisors - Fee-only financial planners offers investment advice and articles. Kiely Capital Management, Inc. - Provides fee-only financial planning, specializing in retirement planning. Thomas J. Hahn, CFP - Provides investment and retirement planning services. Hershberger Financial Services - Offers comprehensive financial planning and investment services. Fazio & Associates - Fee-based managed accounts, retirement planning, and educational and fund strategies. Miceli Financial Planning - Offering comprehensive financial planning and investment management services. Beck Financial Strategies, Inc. - Fee-based CFP firm provides life planning and financial planning services. Owens Financial - CFP provides portfolio management and financial planning services. Stephen J. Golembiowski, CFP, CLU, ChFC - Provides financial services to individuals and businesses. Spinnaker Financial Advisors, PLLC - Provides fee-only financial planning, investment advisory, and estate planning services by CPAs and CFPs. Ames Financial Services - Provides insurance services, investment and retirment planning, and college funding. Modular Financial Solutions Inc. - Certified financial planner is a fee-only financial planning firm. John D. Caffrey, Jr. CFP - Investment advisory firm providing portfolio management and financial planning services. Bob Stowe, CFP - Financial advisor providing portfolio management and financial planning services. John M. Scherer, CFP - Comprehensive financial planning and advisory firm. Premier Capital Advisors, Inc. - CFP providing investment advice and financial planning services. Pollock Planning Associates, Inc. - Providing investment, tax planning, retirement planning, and estate planning services. Total Management Group, Inc. - Certified financial planners and investment advisors. Financial Planning Group Inc. - Advisory firm providing portfolio management and financial planning services. James R Johnson, CFP - Features portfolio management and financial planning services. Roberts & Fails, P.C. - Offering financial planning and tax advisory services to individuals, families and businesses. The Garrett Planning Network, Inc. - Provides fee-only financial planning and advice. Bond Financial Group - Christian investors and financial advisors in notes, receivables, mortgages, and equity capital. Charis Financial - Fee-based financial planning for Christian families, businesses and ministries. Folk Financial Planning - Offers comprehensive, holistic financial planning to clients on a fee-only basis. Herr Capital Management - Certified Financial Planner and CPA offering estate and tax planning. Paul Knoblich: Certified Financial Planner - Retirement accumulation and distribution specialist. Ringdahl Financial Advisors, Inc. - Offers a broad range of financial planning and consultation services. AIS Financial Services, L.L.C. - Financial planning for the individual or small business, including investments and insurance. Broussard Financial Group - Provides education for financial, investment and retirement planning. Personal Financial Solutions, Inc. - Offeringing portfolio management, investment advice and financial planning. Houston Financial Planning - Offers retirement, college, investment and estate planning services. Raymond D. Mignone, CFP - Provides investment advice, portfolio management and college planning. George Papadopoulos, CPA/PFS, CFP - Provides portfolio management and fee-only financial planning services. Our Life Savings.com - Specializes in retirement and investment planning services. Spencer Capital Strategies Inc. - Offers general financial planning, financial coaching and monitoring, and divorce planning. Blattel & Associates - Offers investment and retirement planning services. Sage Advisory Group, LLC - Offers financial and investment advice to individuals and families on a fee-only basis. Total Asset Management, Inc. - Providing fee-based portfolio management and financial planning for the individual investor. ACS Financial Advisors - Fee-only financial and wealth management firm. Altius Financial Advisors, L.L.C. - Fee-only financial planning and investment advisory firm. Peterson Planning - Provides fee-based investment management and financial planning in Minnesota and Wisconsin. G. Eric Faddis, CFP - Provides financial advice to professionals, small business owners, retirees and individuals. Ross L. Marino CFP - Providing portfolio and wealth management services. Alden Capital Management - Provides retirement and estate planning, as well as investment advisory services. Cambridge Financial Group - Fee-only tax planning and preparation, estate planning, insurance and investments. Clarity Financial Group - Services includes estate preservation, college planning and retirement planning. Focus Financial Network, Inc. - Providing investment and financial advice, and portfolio management. On Your Side, Inc. - Provides retirement planning strategies, cash flow spending plans, and college funding advice. Integrated Financial Strategies - Offers investments, divorce planning, wealth management, and retirement planning. BG Financial - Specializes in providing fee-only financial planning and investment advice. Norman Financial Planning, Inc. - Fee-only serives include tax and retirement planning, college funding, and estate planning. Professional Financial Strategies, Inc. - Providing fee-only wealth management services. Asset Planning Corporation - Offers investment, retirement and financial management to individuals, families, and corporations. Abuls, Bone & Eller - Offering investment management and financial and retirement planning services. Beeman & Johnson Asset Planning - Provides retirement and estate planning, investment management and insurance analysis. Galecki Financial Management, Inc. - Fee only investment advisor firm providing asset management services to high net worth clientele. The Sudden Money Center - Helps recipients of financial windfalls with their new financial position. Joel Isaacson & Co - New York CPA and CFP assisting with personal estate, investment, and financial planning. David Dagley, CFP - Windsor, Ontario. Specializing in comprehensive written financial plans. Tyler & Associates - Offers fee-only asset management and investment advising, tax preparation and estate planning. Tucker Financial Services Inc. - Providers of fee-based financial planning and investment advisory services for senior citizens and retirees. Stiles Financial Services, Inc. - Provides individual financial planning services and implements corporate retirement plans including 412(i) plans. Starks Financial Group Inc. - Offering advisory services on financial planning and investment management. Specializing in retirement plans and college financial planning. Financial Advisory Service, Inc. - Offering financial planning, estate planning, investment management and individual consulting services. Montecito Capital Management, LLC - Specializing in financial planning, retirement services, investment management and portfolio management. Barrios Financial Services - Provides financial, retirement and estate planning, investment and insurance advisory services. Features a list of offering products, links to financial resources. Richmond Financial Associates, Inc. - Focusing on investments, insurance, and money management. Pacific Wealth Management, LLC - Provides financial planning, divorce planning and asset management services. Kring Financial Management, Inc. - Offers planning and investment advisory services. Specializes in tax planning, insurance, and education. Cooper Management Service, Inc. - Provides fee-only financial planning and investing. Securities offered through Charles Schwab Institutional. Buff Capital Management - Providing financial planning and asset management services. Features articles and links to financial resources and services. Anthony Harding & Partners Limited - Specialising in investment planning and asset management services for private clients. Mackensen & Company, Inc. - Offer fee-only financial planning services and investment management. Features newsletters and information on public workshops. Jonathan Smith & Co. - Provider of financial, retirement, and estate planning services, also bank custodian and family office services. Features quaterly market commentaries. 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. Branson, Fowlkes & Company, Inc. - Offers financial planning services, retirement plans, estate planning, and investment management. Provides quaterly investment reviews, research data and industry news. Australian Financial Services Limited - Combines financial and estate planning services, insurance Retirement planning. 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. Toal & Associates, LLC - Offers financial planning and investment management services. Features links to educational resources.
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