ACH Investment Group - Provides financial planning services, insurance and educational seminars.
Adirondack Asset Management, LLC - Providing fee-only financial planning services and investment advice to individuals and families.
Adirondack Family Business Consultants, Inc. - Offers business and family planning, estate and retirement planning, management and succession planning.
Advies Associates - An introduction to creating personal wealth strategies.
AG Financial Services Group - Provides financial planning and financing to Christian-related causes.
Alex Lai & Co. - Offers financial and insurance planning services. Features a calendar of events, links to related resources and online financial planning tools.
Allegheny Financial Group, Ltd. - Investment advisor provides financial planning advice to individuals and businesses.
Allegiance Financial Group, Inc. - Provides estate, income tax, charitable gift and retirement planning.
Alliance of Cambridge Advisors, Inc. - Fee-only financial planning service. Members are required to hold the CFP, ChFC, or CPA/PFS designations, or to have the advanced education and experience deemed equivalent. They must meet standards for continuing education, and they must successfully complete a proprietary training program.
Alpha Advisors - Offers investment management within an integrated financial planning strategy, including tax, insurance, estate, and retirement planning.
AME Consulting & Associates - International financial planning for professional sports athletes and corporations.
Ann Wolfson Associates - Offers full service independent financial planning, based in Fayetteville, NY.
Annuity Financial Services - Offers programs for the professional in the financial service arena.
Antolino & Associates - Provides benefit management services and family wealth counseling.
Applied Financial Planning - Provides tax planning, preparation and financial planning.
Armchair Millionaire - Offers information and advice on long-term saving and investing.
Assante Corporation - Provider of financial and life management services.
AXA Advisors - Provides investment, retirement, and estate planning advice.
Ben Boykin & Associates - Offers financial consulting and planning services. Information on the firm and president provided. Based in White Plains, NY.
Berson and Corrado - Provides tax planning, accounting and business advisory services.
Bessemer Trust - Offers wealth management services to high net worth individuals and select institutions.
Braun Financial - Offers financial planning to a diverse group of individuals and families.
Brouwer & Janachowski - Provides financial analysis, asset preservation and estate planning.
Brownson, Rehmus, Foxworth Inc. - Offers fee-based financial counseling to wealthy families and corporate executives.
Bryson Financial Group - Offers employee benefits, insurance planning, executive tax planning and estate planning services.
Cain Watters And Associates - Provides financial services, consultation, monitoring and planning services.
Carter Financial Management - Offering extensive financial planning services.
CCI Financial Consultants - Provides financial and retirement planning, and asset management services.
Center for Financial Planning - Financial planning and asset management firm for successful clients.
Chell FInancial Services - Provides financial planning services along with financial calculators and educational materials.
Clausell & Associates, P.C. - CPA provides accounting, tax and financial planning and consulting services.
Clifton Gunderson LLP - Offers investment and cashflow analysis, college funding and retirement planning.
Consolidated Planning, Inc. - Specializes in providing financial information and knowledge to business owners and individuals.
Core Asset Management Company - Investment advisor offers both financial planning and asset management.
Cornerstone Investment Services - Firm offers financial planning and retirement planning for investors looking for personalized investment advice. Based in Providence, RI.
Couture & Associates Financial Services - Provides financial planning and money management services.
Crosspoint Consulting, Inc. - Provides financial advice to individuals and business owners on a fee-only basis.
David J. Boczar, CFA - Fee-based financial planning services include wealth accumulation and preservation and assisting clients to achieve their financial objectives.
Davidson Capital Management, Inc. - Fee-based investment management services for individual investors, corporations, pension and profit-sharing plans, foundations, and endowments.
Dern Capital Management Corporation - Investment advisory firm providing portfolio management and financial planning services.
Direct Advice - Financial advisor offers long-term financial and investment planning services.
Diversified Financial Consultants - Offers retirement planning, income protection, business planning and estate conservation.
Diversified Financial Management, Inc. - Specializing in comprehensive financial planning for businesses and individuals.
DomParts.com - Provides financial planning for domestic partners.
Edelman Financial Services Inc. - Financial planning resource on investing, insurance, taxes and estate planning.
Edward Licciardi Financial Services - Offers financial planning, investment and tax services.
EF Moody, Financial Planner - Comprehensive financial planning site designed for consumer knowledge and protection.
Emerald Financial Services - Offers a wide range of financial planning, retirement planning and risk management services.
Expatriate Financial Services - International financial planning brokerage specialising in the financial affairs of expatriates.
Fast Financial Analysis Dot Com, Inc. - Educates and informs clients about their financial situation and options.
Fiduciary Trust Company - Provides a range of personal financial planning and advisory services.
Financial Counselor Notebook - Contains worksheets and information to organize and gain control of finances.
Financial Decisions Group - Provides financial programs in the areas of insurance, investments and lifestyle planning.
Financial Group of Central MN - Financial advisory firm offers life and health insurance services in addition to investment planning.
Financial Planners Index - Provides financial articles and information on obtaining a financial planner.
Financial Planning Association - Non-profit organization educates the public on the benefits of financial planning.
Financial Planning Consultants, Inc. - Support individuals and organizations that deliver planning and protection.
Financial Planning Info.Net - Information on financial and estate planning, personal finance and money management.
Financial Security - Provides financial planning and wealth management services with the intent of increasing wealth while minimizing risk and tax burdens.
Financial Strategies - Provides financial planning and related services to businesses and individuals.
Financial Workshops Associates - Offers workshops teaching personal financial management skills.
Finesco Associates, Inc. - Provides financial planning and advisory services.
First Financial Group - Financial planning firm with offices in Maryland, Washington DC, Virginia, and Pennsylvania. Offers estate planning, wealth preservation, investments, and financial planning services.
First Financial Planners, Inc. - Provides fee-based retirement, tax, and investment planning.
First Union Securities - Provides investment consulting, trust services, retirement and financial planning.
FirsTrust - Provides fee-only private wealth management services.
Foundation Management Inc - Fee-only financial advisory group providing financial planning services.
FPtransitions - Focuses on the buying and selling of businesses, and selling a financial practice.
Frank Russell Company - Provides financial planning for individuals and institutions around the world.
Fred Jurewicz Financial - A financial planning and insurance provider in Shakopee, MN.
Futrell Financial Management - Offers wealth and estate management strategies and business growth planning.
Getfinancialadvice.com - Provides financial planning with access to financial advisors across the United States
Globalview Advisors LLC - Provides financial valuations, corporate finance advisory, and intellectual property valuations and transfer services.
H.D. Vest Financial Services - Lists over 7000 financial advisors offering tax and other financial planning consultations.
Herr Capital Management, LLC - Offers insurance, investment and financial planning services. Features articles, newsletters, calculators and glossary.
Horst Group - Provides financial planning services for individuals, families and businesses.
IARFC - An international association for registered financial planners.
InfoHQ Online CPA - Provides advice and services in all areas of personal financial management.
ING USA - offers asset management, mutual funds, insurance and retirement planning.
Jasam Financial Planning, Inc. - Offers insurance, securities, and financial planning services.
Kiplinger - Comprehensive center for personal finance advice and information.
Knepp Financial Group, LLC - Offers financial, investment, estate and retirement planning.
LEAP Systems Inc. - Offers a financial management and wealth creation system.
Lefton Financial Services - Presents a comprehensive guide for financial planning and money management.
Legacy Planning Group, Inc. - Offers financial planning services, retirement planning and investment management. Details on seminars, links to partners and financial resources.
Legend Financial Advisors, Inc. - Fee-only advisory firm providing financial planning and investment management to the affluent.
Lincoln Financial Group - Provides financial planning and advisory services for individuals and businesses.
Mallard Asset Management Corp - Investment advisory firm offers portfolio management and financial planning services.
McCusker and Associates - Offering financial planning and portfolio management services. Specializing in post-divorce financial issues.
Mercer Financial Planning - Offering financial planning and asset management services. Market commentary, seminars and publications.
Mexico Advisor - Provides cross-border financial planning for the American community in Mexico.
Mofinet - Offers spreadsheets for financial simulations in the field of project finance and corporate valuation.
Monetary Stress Institute - Provides fee-only financial planning in the areas of investments, taxes and retirement.
Montauk Financial Group - Offers a full spectrum of investment products through independent brokers nationwide.
MorningstarAdvisor.com - Offers a learning center, editorials and forum discussions for financial planners.
My Financial Planning Guide - Retirement and financial planning guide offers information and online resources.
myCFO - Provides comprehensive financing planning and advisory services.
Nashoba Financial Planning - Provides fee-only financial planning and investment advice.
National Planning Associates - Provides distribution planning as well as full financial planning services.
NBS Companies - A fee-only investment advisory firm, offers a comprehensive information resource for investing and financial planning.
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