Lorrie Minor, CFP, CPA/PFS, MST
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UFACs clients are generally mid to high net worth individuals seeking financial planning and investment advice from an objective, unaffiliated service. The firm services clients located across the United States as well as several residing oversSee More...
Elizabeth Buffardi, CFP, CPA
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I LOVE WHAT I DO!
I've built my professional career by developing and maintaining trusting long-term relationships with my clients by listening to their concerns and delivering education, guidance, ideas, and implementation of sensible strategies - ... See More
I have helped thousands of people successfully complete the rigorous CERTIFIED FINANCIAL PLANNER (tm) examination.
I offer private exam tutoring services by phone and in person. Patiently, I will help you simplify complex concepts and improve bot ... See More
Joseph Alotta, BS, CFP, CFS, MA, MBA
Joseph Alotta has been a financial counselor and investment manager for over 30 years with clients from all walks of life. He has held executive positions at several large institutional banks: JP Morgan Chase, We ... See More
Personalized Small Business Management Consulting
Are you growing your business? Whether you're expanding into the vacant lot next door or opening an office in another state, Robert B. Fisher is an invaluable resource, personalizing his service to y ... See More
Janice Hennessy, CFP, CPA
For over 20 years, ShankerValleau has been providing impartial, objective advice to help individuals and families achieve their personal and professional financial goals.
We have a very experienced and highly educated team ... See More
Thomas Zimmerman, CFP
At ZWM, we serve high-net worth clients with comprehensive financial planning and asset management services (wealth management). We are a fee-only firm, acting as a fiduciary for our clients. We receive no commissions, nor any p ... See More
Danielle Schultz, CDFA, CFP
Haven Financial Solutions is a fee-only financial planning firm. That means our only product is service to you. “Fee-only” means we receive no commissions or referral fees, so we have no interest in selling y ... See More
We focus on individuals' and families' concerns by taking a 360 degree look at their unique circumstances to see how improvements can be made to their situation by shedding light on the path to their goals with successful solutions.
Contour Financial website
Therese Martin, BS, CFP, CLU
Jeffrey Smith, CFA, CFP, MBA
North Shore Investment Consulting, based in Wilmette, Illinois, is a fee-only financial planning practice that specializes in exemplary, low-cost portfolio management. The following is a brief overview of our firm: Our d ... See More
Contour Financial is a Financial Planning and Registered Investment Advisor firm located in Orland Park, Illinois. The firm offers personal and business financial planning services as well as asset management. Our organizational structure is fee-onlySee More...
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