Certified Financial Planners

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  • Abuls, Bone & Eller  - Features a private clients services partnership at Howe Barnes Hoefer & Arnett, based in Chicago, Illinois, the firm develops custom-tailored investment planning and wealth building strategies for its clientele of individuals, families and businesses.
  • Alan Haft  - Offers a unique full service approach to financial planning that includes investment planning, estate planning, tax strategies and asset protection.
  • Altius Financial Advisors L.L.C.  - Altius is a fee-only financial planning and portfolio management firm located in Bethesda, Maryland, and registered as an investment advisor in Maryland, Virginia and the District of Columbia. A client center features an account lookup, advisor vault, client updates, featured news, financial briefs, forms and other resources.
  • Armstrong Financial Strategies  - Specializing in fee only financial planning, CFP, ChFC, EA, NAPFA, taxes.
  • Barrios Financial Services  - A full service investment, insurance, financial planning and employee benefits provider.
  • Beck Financial Strategies, Inc.  - Offering a full range of financial products and services, investment planning, tax and retirement planning, as well as estate conservation.
  • Blattel & Associates  - Based in St. Peters, Missouri, Blattel & Associates is a financial planning firm that develops financial strategies for its clientele. Its services and a disclosure statement are presented, along with several financial tools, such as a client events calendar, financial briefs, stock quotes, and calculators.
  • Camarda Financial Advisors  - Fee-only certified financial advisors offering investment services and articles about taxes, insurance, retirement, and estate planning.
  • Cambridge Financial Group  - Provides comprehensive financial planning on a fee-only basis, including tax planning and preparation, estate planning, insurance and your investments.
  • Capital Strategies, Inc.  - Offering financial planning services to individuals, corporations, and institutions on a fee basis, without obligation to purchase financial products.
  • Castle Financial Advisors, LLC  - Specializing in financial, estate and business continuity planning, investment advisory services.
  • Certified Financial Planner  - Advisers helping individuals and businesses to set and reach financial goals and protect finances.
  • CFA Institute  - Global, not-for-profit association of investment professionals that awards the CFA and CIPM designations.
  • CFP Board of Standards  - Professional regulatory organization promotes standards in personal financial planning.
  • Cooper Management Service, Inc.  - Offering financial planning and investment services on a fee-only basis for all professional services rendered.
  • Fee-Only Financial Planning  - Offering personalized financial advice and investment management services.
  • Financial Advisory Service, Inc.  - Helps families and organizations with substantial resources and complex financial circumstances create and manage customized wealth strategies.
  • Financial Planning Association  - Membership organization consisting of individuals and companies interested in promoting the value of financial planning and helping others make wise financial decisions. .
  • Financially Speaking, Inc.  - A full service financial planning firm offering plans for retirement, tax, estate, investment, business, non-profits and educational needs.
  • Gold Medal Waters  - Independent, fee only investment advisor and financial planning firm.
  • Gosho Financial Group  - Headed by Carol Gosho, a certified financial planner, the San Francisco, California firm offers money management and prosperity planning, which is a fee-only specialized strategy for financial planning and portfolio/market risk management. Its services and strategies are discussed, and a disclosure statement is included.
  • Herr Capital Management, LLC  - Offering financial planning, advice on income tax, life insurance investments, annuities.
  • The Humphrey's Group  - Provides comprehensive financial planning and disciplined asset management for individuals and families.
  • National Association of Personal Financial Advisors (NAPFA)  - Comprehensive financial planners providing consumers and businesses with objective financial advice on a fee-only basis.
  • Pauley Financial Services, Inc.  - Provides fee only, fiduciary, comprehensive financial planning and investment management services.
  • Rockwood Wealth Management  - Provides personalized wealth planning and investment advice.
  • Wealth Management Group, LLC  - Provides fee-based financial and retirement planning as well as asset and wealth management strategies from certified and experienced financial advisers.
 
 
 
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