Financial Advisors in the U.S.

Centurion Advisory Group was founded to offer clients a place to focus on the integration of life, money, and purpose. Our focus is on offering advice, planning, and investment management services in a way that allows clients to feel as if they have mastered the use of money, have the freedom to enjoy life, and the desire to live with purpose. As a professional services firm, we are paid solely by clients, and receive no compensation from product sales or product vendors. The professionals who are part of the CAG team help families build, maintain, and transfer wealth, consistent with the family's goals.... See More

Freedom Wealth Partners is an independent advisory firm committed to serving our clients with integrity, leadership, and passion. We strive to help our clients plan for and achieve their life goals by following a prudent planning process.

Our professionals have years of experience helping people like you balance the realities of today with the needs of tomorrow. We look forward to working with you and your family for generations.... See More

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 foreign embassies and consulates to directly handle problematic situations for clients.

If you need a visa, wish to immigrate, or want to help bring a family member or employee to the United States, we can help. Firm founder Edward Shulman has more than 20 years of legal experience, and has also handled many high profile cases during that time. While an understanding of immigration law and procedure is necessary, our immigration attorneys know that consistent communication with our clients is crucial in all matters of immigration law.... See More

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 for individual investors and their families and retirement plan sponsors nationwide.

We are passionate about viewing wealth from your perspective, to help you achieve success on your terms, where you stand. Our services are based on your personal situation—your values, beliefs, preferences, and the degree to which you want to be involved in the planning process. We incorporate multiple generations into the planning process, where applicable, to foster guidance and education for all members of the family.

Searcy Financial Services, Inc. is a Registered Investment Advisory firm offering the following highly personalized services:

► Planning for the Future: We are unwavering in our promise to deliver a long-term financial strategy that will guide your financial decisions and answer your financial questions. We want you to know where you stand and have a plan to get where you want to be.

► Investment Management: Our investment team implements rigorously researched investment strategies designed to help our clients acquire, grow and preserve their wealth.

► Employer-Sponsored Retirement Plans: We help business owners and plan sponsors set intentions for their company and offer a retirement plan that helps both the company and its employees thrive.

► Business/Practice Consulting: We offer specialized services to help ease the administrative burdens of running a successful practice or small business.... See More

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 with his clients, Nick strives to accommodate all schedule-types and investment levels. He and his team work tirelessly to ensure a seamless client experience, choosing not to outsource any parts of Nick's practice. The personal level of service Nick provides caters to clients with hand-written notes, recurring meetings, and simplified user interfaces to view accounts.

Nick teaches Retirement Planning Today classes bi-annually, and volunteers his time to charity causes within the Central Florida community. Nationally-recognized organizations close to his heart include the ASPCA and Mesothelioma Cancer Alliance.

Sunrise Wealth Advisors is a full-service financial consulting firm dedicated to helping clients build wealth and protecting their hard-earned assets. The Sunrise firm is completely independent, so its loyalty belongs exclusively to clients -- not a parent company. Call to grab a cup of coffee with Nick and learn more about how you can become part of the Sunrise family.

Securities and Investment Advisory Services offered through Cetera Advisors LLC, Member FINRA/SIPC. Cetera is separate from any other named entity.... See More

We are wealth managers and we help financially successful people navigate the challenging financial markets so that they can benefit from their endeavors and enjoy their time in retirement. We are a full service organization, from wealth management and tax reduction strategies to asset protect and estate transition planning. We do not measure our level of services against other financial firms- that just wouldn't be good enough. We strive to lead our industry in excellence.

As Fiduciaries we work for you. Your assets are custodian at well-known firms such as Fidelity and TD Ameritrade. Through our arrangements with these firms we will be able to manage your finances in a manner that is aligned with your goals. We will not earn commissions from the assets we manage; we are simply paid a flat fee based on the assets we manage. When you do well, we do well.

At Harwood Financial Group, we value timely and personalized communication. As a client, you will always have a dedicated point of contact providing personalized attention. We will be available to sit with you on a regular basis and if you have questions, just call and we will make sure your questions are answered promptly.

One of the valuable tools we offer to our clients is an on-demand reporting program called eMoney. This program provides an online "dashboard" to your finances allowing you to bring together all of your financial accounts into one convenient dashboard. You will be able to view all of your financial accounts, banking and credit card information in one convenient location. eMoney will provide you with online access to all your statements and the ability to quickly create and print reports and statements integrating all aspects of your finances. No more remembering multiple websites and logins and having to go from site to site to piece your financial life together. This service is optional and is provided free to all of our clients. It's a perfect addition to our comprehensive and transparent approach to investing.

How Can We Help You?

We offer a Complete Planning Review (CPR) that provides you with the opportunity to learn, ask questions, and to get a second opinion on your investments and finances.



At no charge, I can prepare the following reports for you:

Investment Risk Analysis:

We will review your existing investments to determine the types and level of financial risks to which you are currently exposed. We will point out areas of concern and offer you our ideas on how to fix those problems.

Tax Review and Analysis:

We will look for ways that may be available to help you reduce your tax obligations, both current and in the future.

Estate Transition Plan Review:

We will review your current estate plan and provide you with recommendations that may help to preserve your estate for the benefit of your heirs. This review will show you how to create a financial legacy that will help keep your personal values intact when you are gone while reducing/minimizing any taxes that your heirs may have to pay.

Complimentary Financial Plan:

The end result of our meetings will be a written financial plan that addresses your particular concerns and goals. The plan will include a thorough analysis of your current investments and any suggested changes. It will also include a comprehensive income analysis, suggested allocations and options that are available to you to better your current investments.

Retirement planning isn't about aggressive money making ideas, it's about establishing and committing to goals and taking the time to create a safe and secure financial plan. Your goals are the driving force behind the financial guidance our firm offers. Our job is to assist you in making well-informed decisions so that you can feel confident in your retirement strategy.... See More

Certified Financial Planner™professional and Registered Financial Consultant™(RFC®),

The Chambers Financial Group offers independent financial planning and investment management in Cleawater, Florida. Curtis Chambers is the founder and managing member of the Chambers Financial Group. Curtis Chambers is a Certified Financial Planner(r) Professional.

Disclosure:
Curtis Chambers is a LPL Financial Planner. The LPL Financial Registered Representative associated with this site may only discuss and/or transact securities business with residents of the following states: FL, AR, CA,IL,MI,OH,TX and WI.

Securities and financial planning services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC.... See More

As a leading provider of wealth management services, Taylor Financial Group, LLC (TFG) specializes in serving affluent women and their families, high net worth families, and small business owners. We are located in Franklin Lakes, NJ, and we serve many clients located in a wide range of New Jersey communities. Using customized tax-efficient retirement plans, we can effectively help decrease tax bills in retirement and help our clients keep more money in their pockets. Contact us today to find out what we can do for you.

Our wealth management firm provides wealth management services, financial investment education for women and financial advising / consultation for small business owners. Our experienced team of professionals also provide WealthMatch™ – Our Financial Planning Service, which is essential to set and achieve your goals.... See More

Address: 2115 Barkley Blvd, #101, Bellingham, WA, 98226

Financial Plan, Inc. is an independent, fee-only, wealth management firm in Bellingham, Washington. All of our advisors are required to be CFP practitioners, and all subscribe to an identical investment philosophy. We have a small, loyal client base of high net worth investors, and provide comprehensive financial planning advice to each of our client households.... See More

Brian serves as the manager of a division within Planning Solutions Group named PSG Clarity. PSG Clarity is a unique planning team that focuses on affordable and efficient financial planning for hard working Americans who have been under served by the investment management industry thus far. Generally focusing on individuals under a certain threshold of investable assets, rather than above it, Brian and his team help everyday folks accomplish financial goals that have thus far proved difficult due to complexity, procrastination, or being overlooked by other planners.
With 13 years in the financial planning field, Brian focuses his practice in the areas of retirement planning, investments, and insurance protection, with a special interest in assisting public sector employees. He is the author of "Total Compensation: A Practical Guide to Federal Employee Benefits", has contributed articles to Maryland Banking Blog, and Fedsmith. He has been quoted or appeared on financial planning news articles at Dailyfinance, The Street dot com and Fox Business, What's Up Annapolis magazine, Taste of the Bay magazine, The Severna Park Voice, and on Michael Hodes Estate Planning radio show.

He is a CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Life Underwriter (CLU®), and Certified in Long Term Care (CLTC). He also holds his FINRA Series 7, and 66 registrations.

Brian currently serves as a board member for the Baltimore chapter of the Society of Financial Service Professionals, is member of the Maryland Financial Planning Association and participates on their communications committee, and is on the marketing committee of the West County Chamber of Commerce. Through the FPA's speaker's bureau he spoke in 2014 on federal employee benefits to the organization's members and also at the Library of Congress for federal employees. Recently he also participated in the Maryland FPA's Money Power Day in Baltimore, MD by offering pro bono one on one planning sessions.

His profile as a financial planner is featured at wiser advisor dot com, the CFP board's lets make a plan dot org site, nerd wallet dot com, and Brightscopedot com. He has been interviewed as a featured author at Business info guide.
Brian graduated from Towson University with a B.S. in Business Administration and a minor in English. He lives with his wife Merin and their daughters, Charlotte and Caroline in Odenton, MD.

Securities offered through Triad Advisors, Member FINRA / SIPC. Advisory Services offered through Planning Solutions Group, LLC. Planning Solutions Group, LLC is not affiliated with Triad Advisors. PSG Clarity is a division of Planning Solutions Group, LLC.... See More

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 ability to build long-lasting relationships with our clients through superior advising services. Our individual, family, and business clients alike are assured of the same level of measured, well-informed guidance we afford all of our clients, whether you require wealth management, retirement or estate planning, life insurance, or more. Find out how HighPoint Advisors, LLC can help you make the best financial decisions today. Contact us in Suite 100 at 5900 North Burdick Street, East Syracuse, NY 13057.... See More

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, honest solutions with your best interest first, always!... See More

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

We have developed and refined a process that puts all the pieces of the financial puzzle together for our clients and their families.

Our value to you lies in our wealth management firms' effort in understanding and documenting every aspect of your family’s life. We undertake this challenge through planning, “real-time planning,” not a binder that sits on the shelf. We have developed and refined a process that strives to tilt the probability of a successful outcome in your family’s favor.

• We strive to ask the right questions
• We never prescribe before we diagnose a problem
• We help our clients hope for the best and plan for the worst... See More