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Financial Advisors in the U.S.

Kathleen Nemetz, MBA, CFP
San Rafael, CA

Client-centered collaborative investment practice, with practical approach to markets and investments. Boutique wealth management firm backed by largest custody bank in the world. Specialty practices in growth investing, as well as muni bonds and wom... See More

Highlights: Mutual Funds, Marin., Retirement Income Planning, CFP ®, Divorce Planning, Rollover Of 401k Or IRA, Financial Planning, Women On Money, Stocks, Financial Mediation, Annuities & Life Insurance, ETFs, 401k Rollover, Estate Planning, Certified Financial Planner, Registered Investment Advisor, Socially Responsible Investments, CMCM-TV, Professional Wealth Management, Host & Producer
rebel Financial
Columbus, OH

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
Michael W. Mandarino
Apollo Beach, FL

I have 17 years of experience as a financial advisor, a West Point Graduate, former Army Officer and recent graduate of the Bible Center Training Pastors.

Highlights: Legacy Planning, Estate Planning, Investment Services, Young Investors, Financial Planning Advice And Services, 403B Plans, Alternative Investments, Income Tax Planning, Special Needs Planning, 401K Consulting, Stocks, Wealth Management, Mutual Funds, Retirement Income Planning, Rollover Of 401k Or IRA, Family Financial Planning, Disability Income & Long Term Care Insurance, Investment Consulting, Faith Focused Investing, Comprehensive Financial Planning
Bank of England Mortgage
Russellville, AR

Business Address: 500 W Main St, #315, Russellville, AR, 72801, USA
Bank of England has taken pride in the being there when our borrowers need us. Our mission is to deliver total value to our customers. This means competitive rates, STRESS-FREE clos... See More

Highlights: Financial Planning Advice And Services
Thomas J Hartfield
Simi Valley, CA

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

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
WealthBridge Inc,
Honolulu, HI

Our Purpose is to partner with our clients to achieve their personal and business goals by helping them grow, protect, and properly transfer their business and personal wealth. WealthBridge Inc. prides itself on its fiduciary oath, which is to exerci... See More

Highlights: IRA, Young Investors, Special Needs Planning, Disability Income & Long Term Care Insurance, Professional Wealth Management, ETFs, MBA, Middle Income, Fee Only, Independent Investment Advisor, 403B Plans, Investment Consulting, Trustee Services, Business Planning, International Financial Planning, Retirement Distribution Plan, Corporate Bonds, Debt Management, College Planning, Retirement Planning
Meyer Capital Group
Marlton, NJ

An award winning Fee-Only investment management and financial planning firm dedicated to helping your build wealth through a consistent, disciplined process. Our firm was founded in 1963 by Tom Meyer's grandfather and has been providing sound financi... 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

Dream With A Plan. We are a fee-only Financial Planning practice and our focus is to help you obtain your life desires. We provide comprehensive financial planning, tax preparation and investment management.
Please visit our website www.kjhfinancia... See More

Highlights: Fiduciary, Goal Planning, As-Needed Financial Planning, Financial Planning Advice And Services, Index Funds, Investment Management, Retirement Planning., Investment Policy Statements, Certified Financial Planner, Education Planning, 401k Rollovers, Investment Services, Retirement Scenario Planning, Sustainability, Financial Advisor, Estate Planning, Mutual Funds, Strategic Tax Planning, Financial Life Planning, Rollover Of 401k Or IRA

In 1990 Jeff Carter, RICP® started his firm, Smart Financial Strategies, Inc., intent upon utilizing a variety of strategies to help pre-retirees and retirees protect their nest eggs through stock market ups and downs and from devastating nursing... See More

Highlights: Financial Planning, Portfolio Management, High Net Worth Planning, Team Approach, Fee Based Investing, Retirement Planning, Financial Life Planning, Investment Planning, Retirement Scenario Planning, Independent Investment Advisor, Comprehensive Financial Planning, Strategic Tax Planning, Financial Planner, Investment Consulting, Medicaid Planning, Socially Responsible Investments, Life Insurance, Financial Planners, Women's Issues, Family Financial Planning
The Wages Wilson Group
Knoxville, TN

Business Address: 800 South Gay Street, Suite 2600, Knoxville, Tennessee, 37929, USA
The Wages Wilson Group works closely with you to organize, plan and manage all aspects of your wealth. We focus specifically on the unique needs of legal profession... See More

Highlights: Best Financial Advisors, Financial Planning, Financial Advisor, Financial Planner, Financial Advisors, Certified Financial Planner, Financial Consultants, Financial Planners, Financial Advisers, Financial Consultant
Catalyst Wealth Advisors
Westborough, MA

Business Address: 27 Park Street, Westborough, MA, 01581, United States

Westborough MA Financial Planner, Catalyst Wealth Advisors offers sound financial planning, investment management, insurance programs and tax planning services.
Financial Pla... See More

Highlights: Certified Fianncial Planner, Financial Planning, Financial Advisors, Financial Planner, Financial Advisor, Wealth Management, Fiannacial Planning, Financial Consultant, Retirement Planning, Investment Advisors, Financial Planners, Financial Planning Advice And Services
ABL Soft
Burlingame, CA

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

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, Investment Management, Charitable Planning, Independent Investment Advisor, College Planning, IRA, Fee-Only, Registered Investment Advisor
StratFI
Wilmington, DE

James H. Lee, CFA, CMT, CFP. StratFI offers a dynamic, forward-looking alternative to the run-of-the-mill investing approach provided by most financial planning firms. Through our expert analysis of developing trends, we believe we are able to pinpo... See More

Highlights: Registered Investment Advisor, Wealth Management, Retirement Income Planning, Mutual Funds, Fee Only, Professional Wealth Management, Stocks, Retirement Planning, Advisory And Investment Management, 401k Rollover, Investment Services, Certified Financial Planner, ETFs, Financial Planning, IRA, Investment Consulting, Sustainability, Socially Responsible Investments, CFP ®, Independent Investment Advisor

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