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Financial Advisors in the U.S.

Visit Ray Prospero Fiduciary Financial Advisor-AdvicePeriod

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
Visit Kathleen Nemetz, MBA, CFP

Client-centered collaborative investment practice, with practical approach to markets and investments. Specialty practices in growth investing, as well as muni bonds and women's planning issues including marriage and divorce. Quarterly public educati... See More

Highlights: Mutual Funds, Advisory And Investment Management, Retirement Income Planning, CFP ®, Divorce Planning, Rollover Of 401k Or IRA, Financial Planning, Women On Money, Stocks, MBA, Financial Mediation, Annuities & Life Insurance, ETFs, 401k Rollover, Estate Planning, Certified Financial Planner, Registered Investment Advisor, Socially Responsible Investments, Professional Wealth Management, Host & Producer
Meyer Capital Group
Marlton, NJ
Visit Meyer Capital Group

MCG is an award-winning "Fee-Only" investment management and financial planning firm dedicated to helping you build wealth through a consistent, disciplined process. Founded in 1963, we've been providing sound financial advice for over five decades. ... See More

Highlights: Investment Services, College Planning, Fee Only, Investment Consulting, Investment Advice, Enrolled Agent, Divorce Planning, Independent Investment Advisor, Investment Policy Statements, As-Needed Financial Planning, Legacy Planning, Specialize In Retirement Planning And Retirement Distribution, Education Planning- Fee-Only, Corporate Bonds, Financial Planning For Women, Wealth Management, Asset Allocation, Fiduciary Advisor, Financial Planner, Retirement Planning & Investing
rebel Financial
Columbus, OH
Visit rebel Financial

rebel Financial is a truly independent fee-only Registered Investment Advisor (RIA). We do not work for any large investment firm or insurance company and we represent the best interests of our clients first. rebel Financial stands for doing the righ... See More

Highlights: Professional Wealth Management, Charitable Planning, Advisory And Investment Management, Fee Only, Certified Financial Planner, Sustainability, Independent Investment Advisor, College Planning, IRA, Rollover Of 401k Or IRA, Income Tax Planning, Financial Planning, Debt Management, Financial Planning Advice And Services, Investment Management, Business Planning, Investment Services, Young Investors, Investment Consulting, Socially Responsible Investments
Thomas J Hartfield
Simi Valley, CA
Visit Thomas J Hartfield

Independent investment advice since 1994. HFIS, Inc is dedicated to helping clients achieve their long-term financial goals utilizing balanced and diversified investment and risk management planning strategies. Helping Families Preserve Their Wealth.

Highlights: Family Financial Planning, Divorce Planning, Wealth Management, Rollovers, Investment Consulting, Retirement Planning, Annuities & Life Insurance, Estate Planning, Investment Services, Rollover, College Planning, Retirement Distribution Plan, Socially Responsible Investments, Disability Income & Long Term Care Insurance, IRA, Stocks, Mutual Funds, Independent Investment Advisor, Pension Plan Design & Management, Corporate Bonds
Adam Schwallier
Ada, MI
Visit Adam Schwallier

Our mission is to always be on our client’s side; to be your advocate, your fiduciary, to represent your interests and dreams—not a salesperson for products and providers—so that you can pursue those interests and dreams knowing you... See More

Highlights: Passive Investment Strategies, Estate Planning, Income Tax Planning, Registered Investment Advisor, 401k Rollover, Rollover Of 401k Or IRA, NAPFA Member, Retirement Planning, Comprehensive Financial Planning, 401K Consulting, Financial Planning, Fiduciary, Financial Planning Advice And Services, Retirement Income Planning, Family Financial Planning, IRA, Advisory And Investment Management, College Planning, CFP ®, Independent Investment Advisor
ABL Soft
Burlingame, CA
Visit ABL Soft

There is plethora of options present in the market but our asset based lending software is totally different from other software because it works with sophisticated analysis with apt monitoring tools. You will be able to witness sea change in your wo... See More

Highlights: Asset Based Lending Software, Factoring Software
Visit Bruce Primeau, CPA, CFP®, PFS

SWA is a solution-driven wealth management firm with advisors in Prior Lake, Minneapolis, Farmington, Coon Rapids, Lakeville and Long Lake, Minnesota. However, we work with clients across the United States. As a fiduciary for our clients, we help c... See More

Highlights: Debt Management, Women's Issues, Passive Investment Strategies, NAPFA Member, Professional Wealth Management, Business Planning, Advisory And Investment Management, Rollover Of 401k Or IRA, Investment Services, Disability Income & Long Term Care Insurance, Retirement Distribution Plan, Fee-Only, Retirement Income Planning, Retirement Planning, Independent Investment Advisor, Investment Consulting, Middle Income, Fee Only, 401k Rollover, Wealth Management
Visit Lansdowne Wealth Management, LLC

Lansdowne Wealth Management, LLC is an independent, fee-only, fiduciary financial planner in Mystic, Connecticut that offers financial strategies backed by education, knowledge, and experience. Our clients depend on us to provide personalized, though... See More

Highlights: Professional Wealth Management, Provide Divorce And QDRO Preparation Services, * Fiduciary, Comprehensive Financial Planning, Hourly Financial Planning, Wealth Management, Independent Investment Advisor, CFP ®, Fiduciary, Advisory And Investment Management, Specialize In Retirement Planning And Retirement Distribution, Rollovers, Divorce, Retirement Planning & Investing, Registered Investment Advisor, Financial Planning For Women, Retirement Solutions & Planning, Investment Advice, IRA, Investment Management
Visit Milestone Asset Management Group

Milestone Asset Management Group is a Fee-Only wealth management firm with over a combined 40 years of financial experience, based in Avon, with an office in Milford, CT, that offers Financial Planning and Wealth Management services with a focus on s... See More

Highlights: Advisory And Investment Management, Investment Consulting, Debt Management, Asset Protection, Retirement Income Planning, Retirement Distribution Plan, ETFs, Fee Only, Estate Planning, Wealth Management, Professional Wealth Management, Stocks, 401K Consulting, Cryptocurrency, Investment Management, Charitable Planning, Crypto, Independent Investment Advisor, College Planning, IRA
Ronald J Hodgkinson
Sarasota, FL
Visit Ronald J Hodgkinson

I am a fiduciary. Which means that I work for you, not some brokerage firm or some insurance company. Each client I work for finds that I take time to understand their specific needs and desire for their investments. We determine your risk tolerance ... See More

Highlights: Estate Planning, Business Owners, Disability Income & Long Term Care Insurance, Investment Services, Life Insurance, Asset Allocation, Team Approach, Investment Management, Financial Planning Advice And Services, Legacy Planning, Financial Planning For Women, Index Funds, Women's Issues, Roth Conversions Made Easily., Professional Wealth Management, 401K Plans For Physicians And Professionals., Retirement Planning., Investment Consulting, Comprehensive Financial Planning, Advisory And Investment Management
Visit Gordon Asset Management, LLC

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
The Shulman Law Group
Elmwood Park, NJ
Visit The Shulman Law Group

The Shulman Law Group is based in New Jersey and have represented clients throughout the United States and worldwide, thus earning a national and international reputation as being the best immigration attorneys in business. Our lawyers travel to fore... See More

Highlights: Business Immigration Lawyer, Immigration Law Firm, Immigration Legal Services, Immigration Lawyer
Visit Searcy Financial Services, Inc.

We are a fee-only, independent financial planning and investment management firm located in the Kansas City suburb of Overland Park, Kansas. We have advisors located in Overland Park, Kansas, Naples, Florida and Phoenix, Arizona. We manage assets f... See More

Highlights: Investment Consulting, Legacy Planning, Certified Financial Planner, Investment Policy Statements, Mutual Funds, Fee Only, Advisory And Investment Management, Investment Management, Divorce Planning, Rollover Of 401k Or IRA, Retirement Planning, Estate Planning, Women's Issues, Professional Wealth Management, Fee-Only, Comprehensive Financial Planning, ETFs, Wealth Management, Socially Responsible Investments, College Planning
Visit Nick J. Russell, CRPC®

Client service is at the center of Nick's practice. With over 13 years of experience, Nick builds his business on a method of strong values, education, and the ability to translate what his clients want onto a best-fit financial plan.

Working wit... See More

Highlights: Wealth Management, Fiduciary, Retirement Planning, Charitable Planning, Debt Management, 401K Consulting, Investment Policy Statements, Stocks, 403B Plans, Disability Income & Long Term Care Insurance, Income Tax Planning, Estate Planning, Financial Planning Advice And Services, Retirement Income Planning, Special Needs Planning, Advisory And Investment Management, IRA, Sustainability, NAPFA Member, Middle Income

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