page1
|
| Business - Financial Services - Education and Training - Online |
 | College for Financial Planning
http://cffp.edu/
Certified Financial Planner (CFP) education and exam preparation. Certifications and degrees in other financial services areas: RP, CRPS, AWMA, AAMS, CRPC, CMFC, and CE. |
|
| Business - Financial Services - Financial Planning |
 | World Outlook Financial Conference
http://www.worldoutlookconference.com/
Finance and investment conference where analysts share advice on investing and future market trends. Annual. |
|
 | Michael Graham - LaSalle St. Securities, LLC
http://www.lasallest.us/
Offers investing, financial, and insurance planning services. Assistance with stock and bond markets, options, and mutual fund transactions in brokerage and 401k accounts. |
|
 | CFO Advisors Wunsch & Basile
http://www.cfo-advisor.com/
Offers financial consulting and strategic business planning with expertise in venture capital fund raising, mergers and acquisitions and pre-IPO transactions. |
|
 | Financial Planning Interactive
http://www.financial-planning.com/
A hub for financial planners and investment advisers to interact. |
|
 | FinPlan.com
http://www.finplan.com/
Financial information center offering articles, free software, and professional tips and advice on financial planning related matters. |
|
 | Equinox Financial Group
http://www.equinoxfinancial.com/
Provides wealth management, risk management, insurance and advisory planning services. |
|
 | Dimensional Fund Advisors Inc.
http://www.dfaus.com/
Applies academic research to the practical world of investing. |
|
 | The National Association of Personal Financial Advisors (NAPFA)
http://www.napfa.org/
Organization of fee-only comprehensive financial planning professionals. |
|
 | Pryce Warner Group Ltd
http://www.prycewarner.com/
Provides financial, investment, pension and estate planning services for corporations and private clients. Featuring contact details of offices in the Caribbean and throughout Europe. |
|
| Business - Financial Services - Financial Planning - Certified Financial Planners |
 | David T Martula, CFP
http://martula.com/
Hadley, Massachusetts firm offers fee-only financial planning services. |
|
 | David Twenhafel, CFP
http://www.divorce-and-money.com/
Rockville, MD firm offers financial planning to people in the process of divorce. |
|
 | Wealth Management Advisors Inc.
http://www.wealthmgt.com/
Financial planners and advisors located in Overland Park, KS. |
|
 | Frost Financial
http://www.frostfinancial.com/
Provides advice in the areas of investment, estate, insurance and tax planning. |
|
 | The Jentner Financial Group
http://www.jentner.com/
Certified personal wealth managers. |
|
 | Compass Advisors LLC
http://www.feeonlyplanning.com/
A fee-only financial planning firm in Atlanta, Georgia. |
|
 | Financial Planners Standards Council
http://www.cfp-ca.org/
The Canadian regulatory organization awarding the Certified Financial Planner designation. |
|
 | Brady & Associates Financial Services
http://www.bradyassoc.com.au/
Provides personal financial planning services in Australia. |
|
 | Douglas F. Hudson, CFP
http://www.rrsp.org/
Offers Canadians information in the areas of retirement, estate, tax and investment planning. |
|
 | George H. Coughlin II, CFP
http://www.iraplanning.com/
Provides financial and IRA planning services. |
|
 | Yeske and Company
http://www.yeske.com/
Offers articles, market updates, discussion areas, and financial planning services. |
|
 | Multop Financial
http://www.multop.com/
A private tax and financial planning firm located in Bellingham, Washington. |
|
 | Wheeler Wealth Management, Inc.
http://www.wheelerwealthmgmt.com/
Financial planning and investment advisory firm offering retirement and tax planning. |
|
 | Karen A. Ibach, CFP
http://www.karenibach.com/
Provides retirement planning, college funding, and financial planning services. |
|
 | Northstar Financial Planning, Inc.
http://www.northstarfp.com/
CFP provides fee-only financial planning services. |
|
 | Stephen R. Hample, CFP
http://www.financial-planning-mt.com/
Offers advice in the areas of estate and retirement planning, and planned giving. |
|
 | Robert Wacker and Associates
http://www.rewacker.com/
Fee-only financial planning firm located in San Luis Obispo, California. |
|
 | Jeanette Alexander, C.F.P. and Michael Dallas, C.F.P.
http://www.michaeldallas.com/
Focusing on the investing needs of retirees and soon-to-be retirees. |
|
 | Financial Planning Association
http://www.fpanet.org/
Organization comprised solely of CFP licensees. |
|
 | Columbus Financial Group
http://www.columbusfinancial.com/
Financial planning and registered investment advisory services. |
|
 | Security Financial Services
http://www.sfsplanning.com/
Offers a full range of financial planning services. |
|
 | W. David Coffman, CPA, CFP
http://www.coffmanadvisors.com/
Offers financial planning and consultation services. |
|
 | Kooman and Associates, Inc.
http://www.kooman.com/
Assists investors in a full-range of financial and estate services. |
|
 | Larry Cogdell, CFP
http://www.planner4u.com/
Provides financial planning, investment products and free tools and information. |
|
 | Lassus Wherley and Associates, P.C.
http://www.lassuswherley.com/
Provides fee-only financial planning, investment management and tax preparation. |
|
 | Humphreys Group
http://www.humphreysgroup.com/
Fee-only CFPs provide financial planning and investment advice to individuals and families. |
|
 | Nigel Taylor, CFP
http://www.protectassets.com/
Provides domestic and international financial, retirement and estate planning. |
|
 | Pinnacle Financial Services
http://www.pfslink.com/
Provides financial planning products and services and wealth accumulation strategies. |
|
 | Jahn Investment Advisors
http://www.lelajahn.com/
Specializing in the financial concerns of women. |
|
 | Carol Gosho, CFP
http://www.carolgosho.com/
Providing portfolio management and financial planning services. |
|
 | Capital Strategies Inc.
http://www.capitalstrategiesinc.com/
Offers financial planning to individuals, corporations and institutions. |
|
 | Parlan Financial Corp.
http://www.parlan.com/
Provides fee-only financial planning, investment management and corporate seminars. |
|
 | Falcon Financial Management, Inc.
http://www.ffmonline.net/
Provides financial planning, management, and investment services. |
|
 | Joan Siegel, CFP
http://www.joandsiegel.com/
Provides financial planning, tax preparation services and educational resources. |
|
 | Ronald B. Wiser & Associates
http://www.ronwiser.com/
Providing financial planning for individuals, businesses and organizations. |
|
 | PartnersInWealth
http://www.partnersinwealth.com/
Provides financial planning and investment services. |
|
 | Thorne Asset Management, Inc.
http://www.thorneasset.com/
Provides financial planning and investment management services. |
|
 | Armstrong Financial Strategies
http://www.armstrong-financial.com/
Provides financial planning, divorce planning and asset management. |
|
 | Kiely Capital Management, Inc.
http://www.kielycapital.com/
Provides fee-only financial planning, specializing in retirement planning. |
|
 | Thomas J. Hahn, CFP
http://www.myhdvest.com/thomashahn
Provides investment and retirement planning services. |
|
 | Miceli Financial Planning
http://www.salmiceli.com/
Offering financial planning and investment management services. |
|
 | Beck Financial Strategies, Inc.
http://www.beckfs.com/
Fee-based CFP firm provides life planning and financial planning services. |
|
 | Owens Financial
http://www.owens-financial.com/
CFP provides portfolio management and financial planning services. |
|
 | Stephen J. Golembiowski, CFP, CLU, ChFC
http://www.stevegfinancial.com/
Provides financial services to individuals and businesses. |
|
 | Spinnaker Financial Advisors, PLLC
http://www.spinnakerfinancial.com/
Provides fee-only financial planning, investment advisory, and estate planning services by CPAs and CFPs. |
|
 | Ames Financial Services
http://www.amesfinancial.com/
Provides insurance services, investment and retirement planning, and college funding. |
|
 | Modular Financial Solutions Inc.
http://www.modularfinancial.com/
Certified financial planner is a fee-only financial planning firm. |
|
 | John D. Caffrey, Jr. CFP
http://www.castlefinancialadvisors.com/
Investment advisory firm providing portfolio management and financial planning services. |
|
 | Bob Stowe, CFP
http://www.stowefinancialplanning.com/
Financial advisor providing portfolio management and financial planning services. |
|
 | John M. Scherer, CFP
http://www.trinfin.com/
A financial planning and advisory firm. |
|
 | Pollock Planning Associates, Inc.
http://www.pollockplanning.com/
Providing investment, tax planning, retirement planning, and estate planning services. |
|
 | Roberts & Fails, P.C.
http://www.robertsandfails.com/
Offering financial planning and tax advisory services to individuals, families and businesses. |
|
 | The Garrett Planning Network, Inc.
http://www.smartnewchoice.com/
Provides fee-only financial planning and advice. |
|
 | Folk Financial Planning
http://www.karenfolk.com/
Offers holistic financial planning to clients on a fee-only basis. |
|
 | Herr Capital Management
http://www.herrcapital.com/
Certified Financial Planner and CPA offering estate and tax planning. |
|
 | Paul Knoblich: Certified Financial Planner
http://www.paulknoblich.com/
Retirement accumulation and distribution specialist. |
|
 | Personal Financial Solutions, Inc.
http://www.mypersonalfinancialsolutions.com/
Offeringing portfolio management, investment advice and financial planning. |
|
 | Raymond D. Mignone, CFP
http://www.raymignone.com/
Provides investment advice, portfolio management and college planning. |
|
 | George Papadopoulos, CPA/PFS, CFP
http://www.thefeeonlyplanner.com/
Provides portfolio management and fee-only financial planning services. |
|
 | Blattel & Associates
http://www.blattels.com/
Offers investment and retirement planning services. |
|
 | Sage Advisory Group, LLC
http://www.sageadvisorygroup.com/
Offers financial and investment advice to individuals and families on a fee-only basis. |
|
 | Altius Financial Advisors, L.L.C.
http://www.altiusfin.com/
Fee-only financial planning and investment advisory firm. |
|
 | Peterson Planning
http://www.petersonplanning.com/
Provides fee-based investment management and financial planning in Minnesota and Wisconsin. |
|
 | Alden Capital Management
http://www.alden-capital.com/
Provides retirement and estate planning, as well as investment advisory services. |
|
 | Cambridge Financial Group
http://www.cambridgefinancialgroup.com/
Fee-only tax planning and preparation, estate planning, insurance and investments. |
|
 | Clarity Financial Group
http://www.clarityfinancialplanning.com/
Services includes estate preservation, college planning and retirement planning. |
|
 | Focus Financial Network, Inc.
http://www.focusfinancial.com/
Providing investment and financial advice, and portfolio management. |
|
 | Integrated Financial Strategies
http://www.ifslegacy.com/
Offers investments, divorce planning, wealth management, and retirement planning. |
|
 | BG Financial
http://www.planningmadeeasy.com/
Specializes in providing fee-only financial planning and investment advice. |
|
 | Professional Financial Strategies, Inc.
http://www.professionalfinancial.com/
Providing fee-only wealth management services. |
|
 | Abuls, Bone & Eller
http://www.abepcs.com/
Offering investment management and financial and retirement planning services. |
|
 | Galecki Financial Management, Inc.
http://www.galecki.com/
Fee only investment advisor firm providing asset management services to high net worth clientele. |
|
 | Joel Isaacson & Co
http://www.joelisaacson.com/
New York CPA and CFP assisting with personal estate, investment, and financial planning. |
|
 | Tyler & Associates
http://www.tax-finance.com/
Offers fee-only asset management and investment advising, tax preparation and estate planning. |
|
 | Tucker Financial Services Inc.
http://www.tuckerfinancialservices.com/
Providers of fee-based financial planning and investment advisory services for senior citizens and retirees. |
|
 | Stiles Financial Services, Inc.
http://www.stilesfinancial.com/
Provides individual financial planning services and implements corporate retirement plans including 412(i) plans. |
|
 | Starks Financial Group Inc.
http://www.starksfinancial.com/
Offering advisory services on financial planning and investment management. Specializing in retirement plans and college financial planning. |
|
 | Financial Advisory Service, Inc.
http://www.faskc.com/
Offering financial planning, estate planning, investment management and individual consulting services. |
|
 | Montecito Capital Management, LLC
http://www.mcapitalmgt.com/
Specializing in financial planning, retirement services, investment management and portfolio management. |
|
 | Barrios Financial Services
http://barriosfinancial.com/
Provides financial, retirement and estate planning, investment and insurance advisory services. Features a list of offering products, links to financial resources. |
|
 | Kring Financial Management, Inc.
http://www.kringfinancial.com/
Offers planning and investment advisory services. Specializes in tax planning, insurance, and education. |
|
 | Cooper Management Service, Inc.
http://www.cooperms.com/
Provides fee-only financial planning and investing. Securities offered through Charles Schwab Institutional. |
|
 | Buff Capital Management
http://buffcapital.com/
Providing financial planning and asset management services. Features articles and links to financial resources and services. |
|
 | Anthony Harding & Partners Limited
http://www.hardingpartners.co.uk/
Specialising in investment planning and asset management services for private clients. |
|
 | Mackensen & Company, Inc.
http://www.mackensen.com/
Offer fee-only financial planning services and investment management. Features newsletters and information on public workshops. |
|
 | Jonathan Smith & Co.
http://www.jonathansmith.com/
Provider of financial, retirement, and estate planning services, also bank custodian and family office services. Features quarterly market commentaries. |
|
 | Hatch & Muir
http://www.hatchmuir.com/
Provides advice and solutions in the areas of financial, retirement and estate planning. Specializes in severance and early retirement situations. Features investments and retirement savings calculators. |
|
 | Branson, Fowlkes & Company, Inc.
http://www.bransonfowlkes.com/
Offers financial planning services, retirement plans, estate planning, and investment management. Provides quarterly investment reviews, research data and industry news. |
|
 | Rockwood Wealth Management
http://www.toalfinancial.com/
An independent fee only financial planning and investment management firm with locations in Annapolis, Maryland and New Hope, Pennsylvania. |
|
 | Tassel Capital Management, Inc.
http://www.tasselcapital.com/
Provides fee-only investment, financial and stewardship guidance including asset management services. |
|
 | FS Financial Strategies
http://www.fsfinancialstrategies.com/
Providing financial planning services. Specializing in retirement and divorce planning, and investment advisory. Financial articles and links. |
|
 | The Main Street Group, Ltd
http://www.themainstreetgroup.com/
Offers full range of financial planning products and services. |
|
 | R. Douglas Pauley, MBA, CFP
http://www.pauleyfinancial.com/
Provides fee-only financial planning and investment advisory services. |
|
 | CanWealth Financial Services
http://www.canwealth.com/
Specializing in retirement, estate and corporate planning. Company information, staff profiles. |
|
 | Amy L. Whitlatch
http://www.amywhitlatch.com/
Providing fee-only financial planning and analysis for individuals in the process of divorce and other transitions. |
|
 | Financially Speaking, Inc.
http://www.financiallyspeak.com/
Offers retirement, tax, estate, and investment planning services. Specializes in investment policies for individuals and institutional investors. |
|
 | Independent Focus
http://www.i-focus.co.za/
Offers retirement, investment and estate planning services. Based in Cape Town, South Africa. |
|
 | J. Paul Wilson
http://www.jpw.ca/
Offers financial, estate, retirement and business planning services. Features articles, links, planning strategies, and investment calculators. |
|
 | Objective Financial Advisors, Inc.
http://www.objectiveadvisors.com/
Provides fee-only financial planning and investment advice to individuals and organizations. Description of services and contact details. |
|
 | D. Scott Neal, Inc.
http://www.dsneal.com/
Offering financial planning and investment advisory services, including insurance planning, risk management, budgeting, income tax and college planning, education funds, debt and money management. |
|
 | LPL Financial Services
http://www.lpl.com/html/index.html
Financial planner offers financial advice to individuals and small businesses. |
|
 | Planmark Financial Services
http://www.e-planmark.com/
Advisor provides financial planning, plan administration, and investment management. |
|
 | Spraker, Fitzgerald, Tamayo and Moisand, LLC
http://www.sprakerfitzgerald.com/
Providing financial, estate and retirement planning and investment advisory services on a fee-only basis. description of services, links to financial resources. |
|
 | Foster Group, Inc.
http://www.fostergrp.com/
Financial planning and investment advisory firm. Principals profiles, fee description. |
|
 | Blankenship Financial Planning, Ltd.
http://www.blankenshipfinancialplanning.com/
Fee-only financial planning and advisory. Description of services, newsletter and links to financial resources. |
|
 | Charles Geraci
http://www.cgeraci.com/
Specializes in personal financial, tax and estate planning and consulting. |
|
 | Fazio and Associates
http://www.mnplanner.com/
Fee-based managed accounts, retirement planning, and educational and fund strategies. |
|
 | Pacific Wealth Management, LLC
http://www.pacwealth.net/
Provides financial planning, divorce planning and asset management services. |
|
 | Camarda Financial Advisors
http://www.camarda.com/
Fee-only financial planners offers investment advice and articles. |
|
 | Certified Financial Planners Board of Standards, Inc.
http://www.cfp.net/
Regulatory organization that creates and enforces uniform standards of competency, practice and ethics of financial planners through professionally administered education, examination, experience and ethics requirements. |
|
 | Asset Planning Corporation
http://www.assetplanningcorp.com/
Offers investment, retirement and financial management to individuals, families, and corporations. |
|
 | The Fry Group
http://www.thefrygroup.co.uk/
Provides tax and financial advice to British expatriates and UK residents. |
|
 | Lifetime Financial Planning
http://www.lifetimefp.net/
Provides fee-only financial planning and investment advice for middle-income clients. |
|
| National Association of Personal Financial Advisors (NAPFA)
http://www.napfa.org/
Group for fee-only planners to enhance their own skills, market their services and be a part of a collective, influential voice on matters that affect them and their clients. History, bylaws, officers, awards and achievements, and contact information. |
|
 | BluePrint Financial Services
http://www.blueprintfinancialservices.com/
Fee only advisor provides retirement and social security planning, and investment management; offers details of staff, services, profile, and contacts. |
|
 | Sherrow Financial, LLC
http://www.sherrowfinancial.com/
Offering independent, fee-only financial consulting and asset management for business and personal planning. |
|
| Business - Financial Services - Financial Planning - Debt Consolidation |
 | American Debt Resources
http://www.budgetplanners.net/
A debt consolidation and counseling firm helping clients become debt free. |
|
 | Credit Advisors
http://www.creditadvisors.com/
Provides fee-based debt counseling services. |
|
 | CCFC of America
http://www.ccfcofamerica.com/
Financial counseling agency providing nationwide credit counseling services. |
|
 | Americorp Debt Consolidation
http://www.americorpdebt.com/
Provides debt consolidation of bills and unsecured debt. |
|
 | Debt Solutions USA
http://www.no2debt.com/
Financial firm offering a debt consolidation program. |
|
 | Debt Consolidation Corp
http://www.debtconsolidationcorp.com/
Provides debt consolidation services nationwide. |
|
 | Cambridge Credit Counseling
http://www.cambridge-credit.org/
National firm offering a debt consolidation plan. |
|
 | Discount Debt Solutions
http://www.discountdebt.com/
Provides credit counseling services and debt management solutions. |
|
 | Graduate Leverage
http://www.graduateleverage.com/
Student loan consolidation and debt management company. |
|
 | Academic Loan Group
http://www.academicloangroup.com/
Consolidation of student and parent plus loans. |
|
 | Welcome Solutions
http://uk-debt-problems.co.uk/
Debt Management for UK residents. |
|
 | Corporate Turnaround
http://www.corporateturnaround.com/
Provides debt restructuring services to financially struggling businesses. |
|
 | A New Horizon Credit Counseling Services Inc
http://www.anewhorizon.org/
Licensed non-profit credit counseling organization. |
|
 | OneSimpleLoan
http://www.onesimpleloan.com/
Offers student loan consolidation, reconsolidation, Federal and private education financial aid loans. |
|
 | Freedom Debt Management
http://www.freedomdm.org/
Services include debt consolidation and counseling. |
|
 | Church Wood Financial
http://www.churchwoodfinancial.co.uk/
Debt consolidation for UK residents. |
|
 | Fundamental Financial
http://www.fundamental.com/
Student loan consolidation for medical, law, business and other graduate school professionals. |
|
 | Credit One Financial Solutions
http://www.creditonefs.com/
Offers personal credit lines for consolidating debt. |
|
 | First American Debt Consolidation Loans
http://www.american-debt-consolidation-loans.com/
Provides assistance in debt consolidation and reduction of current monthly payments. |
|
 | New Path Debt Solutions
http://www.newpathtoday.com/
Agency offers unsecured credit card debt settlement strategies. |
|
 | Consumer Alliance Processing Corporation
http://www.caprocessing.com/
Debt management service provider for consumers and agencies. |
|
 | Full Circle Debt Solutions
http://www.debtgone.ca/
Canada based debt management firm. |
|
 | CRS Financial Services
http://www.crsfinancial.net/
Debt Management firm assisting consumers via budgeting and debt consolidation services. |
|
 | Credifix Inc.
http://www.credifix.ca/
Alberta Canada based debt management company providing service to individuals experiencing stress due to debt issues. |
|
