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Financial Advisors

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.

Eric Flaten is a... See More

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

Gordon Asset Management, LLC is a North Carolina based investment advisor specializing in personal wealth management for individuals and company sponsored retirement plans.

Highlights: Wealth Management, Stocks, Passive Investment Strategies, Annuities & Life Insurance, Financial Planning Advice And Services, Investment Management, Certified Financial Planner, Investment Consulting, Corporate Retirement Plan Services, Socially Responsible Investments, Legacy Planning, Investment Services, IRA, Fiduciary, Retirement Distribution Plan, Young Investors, Independent Investment Advisor, Comprehensive Financial Planning, Registered Investment Advisor, Fee-Only
HighPoint Advisors
East Syracuse, NY

Address: 5900 N Burdick St, Ste 100, East Syracuse, NY, 13057-9464
HighPoint Advisors, LLC of East Syracuse, NY is a full-service financial advising firm unlike any other. Staffed by experienced, independent professionals, we pride ourselves on our ... See More

Highlights: Financial Advising Services, Estate Planning, Wealth Management, Investment Consulting, Retirement Planning, Life Insurance, Financial Planning Advice And Services
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
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

At First Financial Trust, we see wealth management differently. Above all, your needs are personal and we are always thinking based on what’s best for you and your future. With this in mind, our mission is to put each client’s best interests firs... See More

Highlights: Charitable Planning, Investment Management, IRA, Financial Planning Advice And Services, College Planning, Retirement Planning, Retirement Distribution Plan, Independent Investment Advisor, Wealth Management, Legacy Planning, Middle Income, Estate Planning, Advisory And Investment Management, Mutual Funds, Socially Responsible Investments, CFP ®, Comprehensive Financial Planning, Family Financial Planning, Stocks, Disability Income & Long Term Care Insurance

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
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

Ray Prospero-JD, ChFC® is an award-winning financial advisor in Southern CA. He is a former Senior Vice President at a large Wall Street firm, where he was awarded the Circle of Excellence, reserved for top advisors nationwide. He is the recipient o... See More

Highlights: Passive Investment Strategies, Registered Investment Advisor, Advisory And Investment Management, ETFs, Wealth Management, Investment Management, Asset Protection, Financial Planning Advice And Services, Independent Investment Advisor, Fee Only, Retirement Planning, Investment Consulting, Professional Wealth Management, Comprehensive Financial Planning, Retirement Income Planning, Rollover Of 401k Or IRA, Retirement Distribution Plan, Fiduciary, Mutual Funds, Stocks

Vladimir specializes in financial planning, business and employer solutions, custom investment ideas, and manages investment portfolios for the team. Vladimir graduated from Georgia State University with honors and has a B.S. in Economics and minor i... See More

Highlights: Professional Wealth Management, Retirement Distribution Plan, Wealth Management, Stocks, Financial Planning, Registered Investment Advisor, Financial Planning Advice And Services, Certified Financial Planner, Passive Investment Strategies, Family Financial Planning, ETFs, 401k Rollover, Young Investors, Investment Consulting, Disability Income & Long Term Care Insurance, Business Planning, Investment Management, CFP ®, Legacy Planning, Retirement Planning

Intermountain Wealth Management is a fee-only Registered Investment Advisor based in Idaho Falls, idaho. Instead of measuring our success on commissions or company growth, we pride ourselves on the financial health and happiness of our clients. And t... See More

Highlights: Advisory And Investment Management, Financial Advisor, Retirement Plan, Wealth Management, Retirement Planning
Sapient Investments
New Hope, PA

We help individuals, couples and families invest their money. Often, our clients’ ultimate objective is to secure their financial future in retirement. As investment advisors, our goal is to provide significant value-added, after all fees, expenses... See More

Highlights: MBA, Fee Only, Socially Responsible Investments, Wealth Management, Advisory And Investment Management, Rollover Of 401k Or IRA, Investment Services, ETFs, Financial Planning Advice And Services, Mutual Funds, Optional Performance-Based Fees (For Qualified Investors), Fee-Only, 401k Rollover, 401K Consulting, Sustainability, Professional Wealth Management, Middle Income, IRA, Registered Investment Advisor, Investment Policy Statements
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

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
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

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