Certified Financial Planners in the Best of the Web Directory

Certified Financial Planners

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.

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.

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.

Conway Wealth Group

Plans for the long-term financial well being of families. Acting as a personal CFO, Conway Wealth Group creates strategic blueprints that aligns client's wealth with family’s dreams, aspirations, and financial goals. https://www.facebook.com/conwaywealthgroup/ conwaywealth https://www.linkedin.com/company/conway-wealth-group

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.

Herr Capital Management, LLC

Offering financial planning, advice on income tax, life insurance investments, annuities.

HighPoint Advisors, LLC

Comprehensive financial services firm located in East Syracuse, NY.

The Humphrey's Group

Provides comprehensive financial planning and disciplined asset management for individuals and families.

Pauley Financial Services, Inc.

Provides fee only, fiduciary, comprehensive financial planning and investment management services.

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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