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Financial Planning
Financial Planning
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A & H Financial Planning and Education, Inc. - Provides financial planning and education services. Features news, articles, links to related resources and calculators.
http://ashbyandhughes.com/
ACH Investment Group - Provides financial planning services, insurance and educational seminars.
http://www.achinvest.com/
Adirondack Asset Management, LLC - Providing fee-only financial planning services and investment advice to individuals and families.
http://www.adkasset.com/
Adirondack Family Business Consultants, Inc. - Offers business and family planning, estate and retirement planning, management and succession planning.
http://www.adkfamilybusiness.com/
Advies Associates - An introduction to creating personal wealth strategies.
http://www.advies-associates.com/
AG Financial Services Group - Provides financial planning and financing to Christian-related causes.
http://www.agfsg.org/
Alex Lai & Co. - Offers financial and insurance planning services. Features a calendar of events, links to related resources and online financial planning tools.
http://www.alexlai.com.hk/
Allegheny Financial Group, Ltd. - Investment advisor provides financial planning advice to individuals and businesses.
http://www.alleghenyfinancial.com/
Allegiance Financial Group, Inc. - Provides estate, income tax, charitable gift and retirement planning.
http://www.allegiancegroup.com/
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.
http://www.cambridgeadvisors.com/
Alpha Advisors - Offers investment management within an integrated financial planning strategy, including tax, insurance, estate, and retirement planning.
http://www.alpha-advisors.com/
AME Consulting & Associates - International financial planning for professional sports athletes and corporations.
http://www.ameconsulting.com/
Ann Wolfson Associates - Offers full service independent financial planning, based in Fayetteville, NY.
http://www.annwolfson.com
Annuity Financial Services - Offers programs for the professional in the financial service arena.
http://www.annuityfinancial.com/
Antolino & Associates - Provides benefit management services and family wealth counseling.
http://www.antolino.com
Applied Financial Planning - Provides tax planning, preparation and financial planning.
http://www.execusite.com/AppliedFinancial/
Armchair Millionaire - Offers information and advice on long-term saving and investing.
http://www.armchairmillionaire.com/
Assante Corporation - Provider of financial and life management services.
http://www.assante.com/
AXA Advisors - Provides investment, retirement, and estate planning advice.
http://www.axaonline.com/
Ben Boykin & Associates - Offers financial consulting and planning services. Information on the firm and president provided. Based in White Plains, NY.
http://www.benboykinassociates.com/
Berson and Corrado - Provides tax planning, accounting and business advisory services.
http://www.bersonandcorrado.com/
Bessemer Trust - Offers wealth management services to high net worth individuals and select institutions.
https://www.bessemer.com/WebSite/PageLoad.asp?PageKey=WelcomeToBT
Braun Financial - Offers financial planning to a diverse group of individuals and families.
http://www.braunfinancial.com/
Brouwer & Janachowski - Provides financial analysis, asset preservation and estate planning.
http://www.fundmastery.com/pages/index.htm?SPID=9475&OrgID=476
Brownson, Rehmus, Foxworth Inc. - Offers fee-based financial counseling to wealthy families and corporate executives.
http://www.brfinc.com/
Bryson Financial Group - Offers employee benefits, insurance planning, executive tax planning and estate planning services.
http://www.bryfi.com/
Cain Watters And Associates - Provides financial services, consultation, monitoring and planning services.
http://www.cainwatters.com/
Carter Financial Management - Offering extensive financial planning services.
http://www.cascfm.com/
CCI Financial Consultants - Provides financial and retirement planning, and asset management services.
http://www.cciinternet.com
Center for Financial Planning - Financial planning and asset management firm for successful clients.
http://www.centerfinplan.com/
Chell FInancial Services - Provides financial planning services along with financial calculators and educational materials.
http://www.chellfinancial.com/
Clausell & Associates, P.C. - CPA provides accounting, tax and financial planning and consulting services.
http://www.clausellandassociates.com/
Clifton Gunderson LLP - Offers investment and cashflow analysis, college funding and retirement planning.
http://www.cliftonfinancial.com/Pages/index.htm?SPID=8026&OrgID=420
Consolidated Planning, Inc. - Specializes in providing financial information and knowledge to business owners and individuals.
http://www.cplanning.com/
Core Asset Management Company - Investment advisor offers both financial planning and asset management.
http://www.coreasset.com/
Cornerstone Investment Services - Firm offers financial planning and retirement planning for investors looking for personalized investment advice. Based in Providence, RI.
http://www.cornerstoneri.com/
Couture & Associates Financial Services - Provides financial planning and money management services.
http://www.couturefinancial.com/
Crosspoint Consulting, Inc. - Provides financial advice to individuals and business owners on a fee-only basis.
http://www.crosspointconsulting.com/
David J. Boczar, CFA - Fee-based financial planning services include wealth accumulation and preservation and assisting clients to achieve their financial objectives.
http://www.davidjboczar.com/
Davidson Capital Management, Inc. - Fee-based investment management services for individual investors, corporations, pension and profit-sharing plans, foundations, and endowments.
http://www.davidsoncap.com/
Dern Capital Management Corporation - Investment advisory firm providing portfolio management and financial planning services.
http://www.derncapital.com/index.asp
Direct Advice - Financial advisor offers long-term financial and investment planning services.
http://www.directadvice.com/
Diversified Financial Consultants - Offers retirement planning, income protection, business planning and estate conservation.
http://www.dfc-de.org/pages/index.htm?SPID=5092&OrgID=298
Diversified Financial Management, Inc. - Specializing in comprehensive financial planning for businesses and individuals.
http://www.dfminc.ws/
DomParts.com - Provides financial planning for domestic partners.
http://domparts.com
Edelman Financial Services Inc. - Financial planning resource on investing, insurance, taxes and estate planning.
http://www.ricedelman.com/
Edward Licciardi Financial Services - Offers financial planning, investment and tax services.
http://www.elplanning.com
EF Moody, Financial Planner - Comprehensive financial planning site designed for consumer knowledge and protection.
http://www.efmoody.com
Emerald Financial Services - Offers a wide range of financial planning, retirement planning and risk management services.
http://www.emeraldinc.com/
Expatriate Financial Services - International financial planning brokerage specialising in the financial affairs of expatriates.
http://www.efs.com.my/
Fast Financial Analysis Dot Com, Inc. - Educates and informs clients about their financial situation and options.
http://www.fastfa.com/
Fidelity Institutional - asset management for investors across the world - Asset management for cash funds and other investments in Europe, the Middle East, Africa and Asia. From private investors to multi-national corporations, Fidelity provide a professional service around the globe.
https://www.fidelityinstitutional.com/
Fiduciary Trust Company - Provides a range of personal financial planning and advisory services.
http://www.fiduciary-trust.com/
Financial Counselor Notebook - Contains worksheets and information to organize and gain control of finances.
http://www.fcn.com/
Financial Decisions Group - Provides financial programs in the areas of insurance, investments and lifestyle planning.
http://www.financialdecisionsgroup.net/
Financial Group of Central MN - Financial advisory firm offers life and health insurance services in addition to investment planning.
http://www.financialgroupmn.com
Financial Planners Index - Provides financial articles and information on obtaining a financial planner.
http://www.plannersindex.com/
Financial Planning Association - Non-profit organization educates the public on the benefits of financial planning.
http://www.fpa-hudson.org/
Financial Planning Consultants, Inc. - Support individuals and organizations that deliver planning and protection.
http://www.financialsoftware.com
Financial Planning Info.Net - Information on financial and estate planning, personal finance and money management.
http://www.financialplanninginfo.net/
Financial Security - Provides financial planning and wealth management services with the intent of increasing wealth while minimizing risk and tax burdens.
http://www.gofsg.com/
Financial Strategies - Provides financial planning and related services to businesses and individuals.
http://www.davidtwilson.com/
Financial Workshops Associates - Offers workshops teaching personal financial management skills.
http://www.financialworkshops.org/
Finesco Associates, Inc. - Provides financial planning and advisory services.
http://www.finesco.cc/
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.
http://www.firstfinancialgroup.com
First Financial Planners, Inc. - Provides fee-based retirement, tax, and investment planning.
http://www.firstfinancialplanners.com/
First Union Securities - Provides investment consulting, trust services, retirement and financial planning.
http://www.pwm.ftusec.com/
FirsTrust - Provides fee-only private wealth management services.
http://www.firstrust.org/
Foundation Management Inc - Fee-only financial advisory group providing financial planning services.
http://www.financialmanagementinc.com/
FPtransitions - Focuses on the buying and selling of businesses, and selling a financial practice.
http://www.fptransitions.com/
Frank Russell Company - Provides financial planning for individuals and institutions around the world.
http://www.russell.com/
Fred Jurewicz Financial - A financial planning and insurance provider in Shakopee, MN.
http://www.fjfinancial.com
Futrell Financial Management - Offers wealth and estate management strategies and business growth planning.
http://www.futrellfinancial.com/
Getfinancialadvice.com - Provides financial planning with access to financial advisors across the United States
http://www.getfinancialadvice.com
Globalview Advisors LLC - Provides financial valuations, corporate finance advisory, and intellectual property valuations and transfer services.
http://www.globalviewadvisors.com/
H.D. Vest Financial Services - Lists over 7000 financial advisors offering tax and other financial planning consultations.
http://www.hdvest.com/
Herr Capital Management, LLC - Offers insurance, investment and financial planning services. Features articles, newsletters, calculators and glossary.
http://www.herrcapital.com/
Horst Group - Provides financial planning services for individuals, families and businesses.
http://www.horstgroup.com/
IARFC - An international association for registered financial planners.
http://www.iarfc.org/
InfoHQ Online CPA - Provides advice and services in all areas of personal financial management.
http://www.infohq.com/CPA/OnlineCPA.htm
ING USA - offers asset management, mutual funds, insurance and retirement planning.
http://www.ing-usa.com/
Jasam Financial Planning, Inc. - Offers insurance, securities, and financial planning services.
http://www.jasam.com/
Kiplinger - Comprehensive center for personal finance advice and information.
http://www.kiplinger.com/
Knepp Financial Group, LLC - Offers financial, investment, estate and retirement planning.
http://www.kneppfinancial.com/
LEAP Systems Inc. - Offers a financial management and wealth creation system.
http://www.leapsystems.com
Lefton Financial Services - Presents a comprehensive guide for financial planning and money management.
http://www.leftylefton.com
Legacy Planning Group, Inc. - Offers financial planning services, retirement planning and investment management. Details on seminars, links to partners and financial resources.
http://www.investlpg.com/
Legend Financial Advisors, Inc. - Fee-only advisory firm providing financial planning and investment management to the affluent.
http://www.legend-financial.com/
Lincoln Financial Group - Provides financial planning and advisory services for individuals and businesses.
http://www.lfg.com
Mallard Asset Management Corp - Investment advisory firm offers portfolio management and financial planning services.
http://www.mallardadvisors.com/
McCusker and Associates - Offering financial planning and portfolio management services. Specializing in post-divorce financial issues.
http://www.mccuskerassociates.com/
Mercer Financial Planning - Offering financial planning and asset management services. Market commentary, seminars and publications.
http://www.mercerwealthsolutions.com.au/
Mexico Advisor - Provides cross-border financial planning for the American community in Mexico.
http://www.mexadv.com/
Mofinet - Offers spreadsheets for financial simulations in the field of project finance and corporate valuation.
http://www.mofinet.com
Monetary Stress Institute - Provides fee-only financial planning in the areas of investments, taxes and retirement.
http://www.monetarystress.com/yourloan/
Montauk Financial Group - Offers a full spectrum of investment products through independent brokers nationwide.
http://www.montaukfinancial.com
MorningstarAdvisor.com - Offers a learning center, editorials and forum discussions for financial planners.
http://advisor.morningstar.com/
My Financial Planning Guide - Retirement and financial planning guide offers information and online resources.
http://instant.pair.com/financialplanning/
myCFO - Provides comprehensive financing planning and advisory services.
http://www.mycfo.com/
Nashoba Financial Planning - Provides fee-only financial planning and investment advice.
http://www.nashobafinancialplanning.com/
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