Willink Asset Managment LLC is a fee only registered investment advisor. Financial planning and investment advice is what we provide; not the marketing of financial products under the guise of advice. We maintain a fiduciary standard of care in our rSee More...
Full Service Financial Consultant and Retirement Income Planning Specialist
Welcome to RJM Investments.
I founded RJM Investments in 2002 to bring my own style of personalized, objective and careful portfolio management to Capital District professionals. Most importantly, I offer independent, fee-only investment advice.
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Trendline Financial Solutions is a Fee Only Financial Planning Practice specializing in Family Financial Planning and life changing events such as Divorce, New Baby, Loss of Loved One. As a Fee Only Planning Firm, we do not earn any commissions on prSee More...
Samuel McPherson, CFP
McPherson Financial Advisors, Inc. is a holistic financial planning firm. Our commitment is to the client first and foremost. We do not require that you place your investments with us. Many of our clients are self-directed in ... See More
Michael Angelucci, CFP, MBA
Angelucci Wealth Management, LLC is a full service financial planning firm that is dedicated to helping clients solve their financial problems and manage their financial future. AWM believes that understanding a clients li ... See More
Gregory Fetters, CFP, CPA/PFS
Our mission is to help our clients fulfill their life's most important values by achieving their financial goals. The firm specializes in providing fee-only financial planning services and investment advice to individua ... See More
Gerard Barrasso, CFP, CPA/PFS
United Financial Planning Group LLC is an independent, fee only, financial planning and accounting firm. As a result, our compensation comes only from you, meaning you pay no commissions, kickbacks, trailers or hidden fe ... See More
Anne Chernish, BS, CFP
Anchor Capital Management, LLC is a fee-only Registered Investment Advisor (RIA) offering portfolio management and comprehensive financial planning from its headquarters in Ithaca, NY. Anchor Capital Management, LLC has an aver ... See More
Cindy Golub, MBA
Fee-only financial planning on an hourly or flat fee basis especially for women. One-time, as needed or ongoing advice.We advise on your entire financial situation or on specific topics such as: budget analysis,college savings, estat ... See More
Kobie Thakar, CFP, MS
Sound financial planning begins with an understanding of your goals, dreams, and challenges. ADV Investment Management and Financial Planning was founded in 1985 by Anthony DeVito with the mission of addressing each client's uni ... See More
Jim Marrocco, CFA, CFP
After studying accounting and finance at Georgetown University, I spent ten years working for an asset management firm (a long-short equity hedge fund) picking stocks to invest in and sell short. The business taught me a discip ... See More
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