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Alan Haft
Offers a unique full service approach to financial planning that includes investment planning, estate planning, tax strategies and asset protection.
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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.
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Armstrong Financial Strategies
Specializing in fee only financial planning, CFP, ChFC, EA, NAPFA, taxes.
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Barrios Financial Services
A full service investment, insurance, financial planning and employee benefits provider.
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Beck Financial Strategies, Inc.
Offering a full range of financial products and services, investment planning, tax and retirement planning, as well as estate conservation.
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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.
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Cambridge Financial Group
Provides comprehensive financial planning on a fee-only basis, including tax planning and preparation, estate planning, insurance and your investments.
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Castle Financial Advisors, LLC
Specializing in financial, estate and business continuity planning, investment advisory services.
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Certified Financial Planner
Advisers helping individuals and businesses to set and reach financial goals and protect finances.
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CFA Institute
Global, not-for-profit association of investment professionals that awards the CFA and CIPM designations.
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CFP Board of Standards
Professional regulatory organization promotes standards in personal financial planning.
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Connecticut Wealth Management
Offering financial planning services to individuals, corporations, and institutions on a fee basis, without obligation to purchase financial products.
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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.
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Cooper Management Service, Inc.
Offering financial planning and investment services on a fee-only basis for all professional services rendered.
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Fee-Only Financial Planning
Offering personalized financial advice and investment management services.
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Financial Advisory Service, Inc.
Helps families and organizations with substantial resources and complex financial circumstances create and manage customized wealth strategies.
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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.
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Financially Speaking, Inc.
A full service financial planning firm offering plans for retirement, tax, estate, investment, business, non-profits and educational needs.
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Gold Medal Waters
Independent, fee only investment advisor and financial planning firm.
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Herr Capital Management, LLC
Offering financial planning, advice on income tax, life insurance investments, annuities.
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HighPoint Advisors, LLC
Comprehensive financial services firm located in East Syracuse, NY.
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The Humphrey's Group
Provides comprehensive financial planning and disciplined asset management for individuals and families.
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Pauley Financial Services, Inc.
Provides fee only, fiduciary, comprehensive financial planning and investment management services.
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RCS Financial Planning
Fee-only, fiduciary financial advisors in Annapolis, MD. Includes services, fees and insights.
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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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William Bevins, CFP
Certified financial planner from Franklin, TN specializing in wealth management and financial planning. Serving the Nashville, TN community. Includes information on retirement planning and employer retirement plans, as well as investing for millennials. Provides a financial planning FAQ and a contact form to arrange a free consultation.