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Financial Advisors

Over Coffee Financial
Painesville, OH

We offer scientifically-based investment management, comprehensive financial planning, and effective tax advice to help you reach your financial goals.
We don't believe in making things unnecessarily complex and strive to provide straightforward, ho... See More

Highlights: Tax Preparation and Representation (Enrolled Agent), IRA, Financial Planning Advice And Services, Retirement Distribution Plan, Income Tax Planning, Mutual Funds, Certified Financial Planner, College Planning, Independent Investment Advisor, Wealth Management, Estate Planning, 401k Rollover, Women's Issues, Asset Protection, Special Needs Planning, Young Investors, Rollover Of 401k Or IRA, Fiduciary, Investment Management, Comprehensive Financial Planning
Taylor Financial Group
Franklin Lakes, NJ

As a leading provider of wealth management services, Taylor Financial Group, LLC (TFG) specializes in serving affluent women and their families, high net worth families, and small business owners. We are located in Franklin Lakes, NJ, and we serve ma... See More

Highlights: Advisory And Investment Management, Family Financial Planning, Financial Planning, Retirement Planning, Certified Financial Planner, Financial Planning Advice And Services, Professional Wealth Management, Wealth Management
Financial Plan, Inc
Bellingham, WA

Address: 2115 Barkley Blvd, #101, Bellingham, WA, 98226

Financial Plan, Inc. is an independent, fee-only, wealth management firm in Bellingham, Washington. All of our advisors are required to be CFP practitioners, and all subscribe to an identical... See More

Highlights: Wealth Management Firm, Financial Planning, Financial Planning Washington State, Washington State Wealth Management Advisor, Wealth Management, Financial Advisor Washington, Financial Wealth Management, Real Investment Advice
K.Fino Financial
Winchester, VA

K.Fino Financial is a woman and minority owned local financial services firm founded by Karina Fino amidst the COVID-19 pandemic. We specialize in providing Loudoun County and the greater Northern Virginia area with the industry leading professional ... See More

Highlights: Sustainability, Minority Owned, Business Planning, Asset Protection, Family Financial Planning, Independent Investment Advisor, Annuities & Life Insurance, Investment Services, Passive Investment Strategies, Special Needs Planning, Wealth Management, ETFs, Stocks, Professional Wealth Management, Divorce Planning, Retirement Income Planning, Women's Issues, Woman Owned, Socially Responsible Investments, Investment Management
Keil Financial Partners
New Berlin, WI

Create a consistent retirement income with our 5-step retirement income process:
Turn your retirement savings into income
Control and protect your lifetime income
Minimize your taxes throughout retirement

Highlights: Fiduciary, Investment Services, Certified Financial Planner, Wealth Management, Legacy Planning, Comprehensive Financial Planning, Investment Management, Disability Income & Long Term Care Insurance, Financial Planning, Advisory And Investment Management, Independent Investment Advisor, Retirement Distribution Plan, Professional Wealth Management, Investment Consulting, CFP ®, Retirement Planning, Retirement Income Planning, Income Tax Planning, Financial Planning Advice And Services, Rollover Of 401k Or IRA

Woodson Wealth Management is a fee-only financial advisory firm dedicated to providing fiduciary advice so you can focus on doing what you love to do with ZERO financial stress. Learn more about us and our process at www.woodsonwm.com

Highlights: 401k Rollover, Retirement Income Planning, Investment Consulting, Fee-Only, Independent Investment Advisor, College Planning, Legacy Planning, Registered Investment Advisor, NAPFA Member, Mutual Funds, Socially Responsible Investments, Investment Policy Statements, ETFs, Special Needs Planning, Retirement Distribution Plan, Middle Income, Investment Management, Wealth Management, Fiduciary, Advisory And Investment Management
Glide Financial Group
Midvale, UT

Whether you’ve worked with previous professionals to develop a financial plan or you’re looking to build your first one, we can help. Glide Financial focuses on personalized financial planning. Everyone has different dreams, values and goals as t... See More

Highlights: Mutual Funds, Retirement Planning, Professional Wealth Management, Investment Consulting, Estate Planning, Wealth Management, Women's Issues, IRA, 401K Consulting, Annuities & Life Insurance, Special Needs Planning, Investment Services, Young Investors, Comprehensive Financial Planning, Income Tax Planning

As an independent, fee-only, registered investment advisory firm located in the Milwaukee, WI area, we are dedicated to coaching clients toward a holistic view of wealth and family stewardship.

Highlights: Independent Investment Advisor, Legacy Planning, Investment Services, Rollover Of 401k Or IRA, Retirement Planning, Investment Policy Statements, 403B Plans, Certified Financial Planner, Sustainability, Fee Only, Investment Management, Advisory And Investment Management, Young Investors, Registered Investment Advisor, Financial Planning Advice And Services, Charitable Planning, Mutual Funds, IRA, Estate Planning, Retirement Income Planning
World Market Advisors
Hanover, NH

World Market Advisors provides ethical, affordable, and innovative Wealth Management strategies to help you meet your needs, hopes, and aspirations. With over 35 years of experience, we are independent, employee-owned, and laser-focused on our client... See More

Highlights: Financial Planning, Wealth Management, Estate Planning, Fee Only, Fiduciary, Investment Services, Investment Policy Statements, Socially Responsible Investments, NAPFA Member, Independent Investment Advisor, Sustainability, Chartered Financial Analyst (Cfa), College Planning
BKM Wealth Management
Brookfield, WI

BKM Wealth Management is an independent financial advisory practice in Brookfield, WI. We act as fiduciaries and specialize in retirement income planning, financial planning, and corporate retirement plans for small business owners.

Highlights: Mutual Funds, Corporate Bonds, Financial Planning Advice And Services, Registered Investment Advisor, Investment Services, Fiduciary, 401K Consulting, Family Financial Planning, Retirement Planning, Wealth Management, CFP ®, 401k Rollover, Stocks, Debt Management, Socially Responsible Investments, 403B Plans, Investment Policy Statements, Business Planning, Estate Planning, Independent Investment Advisor

Gap Financial was established to give everyday people access to what is normally reserved for the ultra wealthy. We believe everyone deserves access to an innovative balance of institutional investment options and unbiased planning advice. We value o... See More

Highlights: Retirement Distribution Plan, Investment Services, Stocks, Charitable Planning, 3(38) and 3(21) Fiduciary Services, Retirement Planning, Fee-Only, Income Tax Planning, Socially Responsible Investments, ETFs, Wealth Management, 401k Rollover, Passive Investment Strategies, Investment Consulting, College Planning, IRA, Professional Wealth Management, Financial Planning, Fee Only, Fiduciary
Byrne Asset Management
Princeton, NJ

Byrne Asset Management LLC is a SEC registered investment advisor based in Princeton, NJ. Our portfolio managers average over 30 years’ experience investing for mutual funds, hedge funds, foundations, trusts, and individuals. The sophisticated meth... See More

Highlights: Financial Planning Advice And Services, Wealth Management, Retirement Planning, Corporate Assets, Retirement Income Planning, Fiduciary, College Planning, 401K Consulting

Select Corporate Services is a leading Company located in Utah, USA. The Company helps people who need advice and knowledge to achieve success in their business startups. The business consultation that we provide gives details about your business typ... See More

Highlights: Financial Planning Advice And Services, Financial Planning, Estate Planning, Income Tax Planning, Business Planning

As an independent, fee-only, registered investment advisory firm located in the Milwaukee, WI area, we are dedicated to coaching clients toward a holistic view of wealth and family stewardship.

Highlights: Fee Only, Wealth Management, Legacy Planning, Investment Policy Statements, Young Investors, Retirement Planning, Charitable Planning, 403B Plans, Financial Planning Advice And Services, NAPFA Member, Independent Investment Advisor, Income Tax Planning, 401k Rollover, Certified Financial Planner, Family Financial Planning, Comprehensive Financial Planning, Retirement Income Planning, Registered Investment Advisor, Advisory And Investment Management, Debt Management
Eric Flaten
Gig Harbor, WA

Eric Flaten, founded a botique wealth management business solely focused on helping a small group of families (>$3 million net worth or >$500k/annual income) seeking to use their wealth to maximize what matters most in their life.

Highlights: Professional Wealth Management, Income Tax Planning, Estate Planning, Comprehensive Financial Planning, Independent Investment Advisor, Registered Investment Advisor, Financial Planning Advice And Services, Rollover Of 401k Or IRA, Advisory And Investment Management, Investment Policy Statements, Annuities & Life Insurance, Legacy Planning, Socially Responsible Investments, 401k Rollover, Investment Services, Fiduciary, IRA, Financial Planning, Investment Management, Mutual Funds

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