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Financial Advisors in the U.S.

Randy Brunson
Duluth, GA

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... See More

Highlights: Retirement Scenario Planning, Income Tax Planning, Cash Flow Trend Analysis, Private Placement Research, Investment Management, Including Tax Credits And Tax Favored Investment Due Diligence, Due Diligence On Real Estate Acquisitio, Retirement Plan Design

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 prof... See More

Highlights: Comprehensive Financial Planning, Certified Financial Planner, Wealth Management, Financial Life Planning, Passive Investment Strategies, Investment Planning, MBA, Business Retirement Plans, Personalized Investment Management And Advice, Liability Analysis, Retirement Solutions & Planning, 401k Rollover, College Planning, Experienced, Social Security Planning, Annuities & Life Insurance, Income Tax Planning, IRA, CFP®, Business Owners
The Shulman Law Group
Elmwood Park, NJ

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

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

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
Kevin Arquette CFP
Clearwater, FL

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 a... See More

Scott A. McCaskill CFP
Frederick, MD

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

Highlights: IRA, Investment Services, Synergistic Portfolio Planning, Comprehensive Financial Planning, Asset Protection, Women's Issues, Family Financial Planning, Pension Plan Design & Management, Job Transition Coaching, Wealth Management, Certified Financial Planner, Sudden Money Institute Advisor, Investment Policy Statements, 403B Plans, Fiduciary, NAPFA Member, Fee Only, CFP ®, Mutual Funds, Special Needs Planning

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(... See More

Highlights: Investment Consulting, Professional Wealth Management, Advisory And Investment Management, Disability Income & Long Term Care Insurance, Middle Income, Retirement Income Planning, Special Needs Planning, College Planning, Wealth Management, Mutual Funds, Family Financial Planning, Annuities & Life Insurance, IRA, Investment Policy Statements, Retirement Planning, Investment Services, Asset Protection, Estate Planning, Rollover Of 401k Or IRA, MBA
Taylor Financial Group
Franklin Lakes, NJ

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 ma... See More

Highlights: Advisory And Investment Management, Family Financial Planning, Financial Planning, Retirement Planning, Certified Financial Planner, Financial Planning Advice And Services, Professional Wealth Management, Wealth Management
Financial Plan, Inc
Bellingham, WA

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... See More

Highlights: Wealth Management Firm, Financial Planning, Financial Planning Washington State, Washington State Wealth Management Advisor, Wealth Management, Financial Advisor Washington, Financial Wealth Management, Real Investment Advice
Brian Kuhn CFP®
Fulton, MD

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 t... See More

Highlights: Investment Management, Rollovers, Roth IRA Conversion, Retirement Solutions & Planning, Socially Responsible Investments, CFP ®, Retirement Income Planning, Goal Setting, IRA, Inter-generational Wealth Planning, Investment Advice, Family Financial Planning, Investment Policy Statements, Money Coaching, Experienced, Registered Investment Advisor, LGBT And Same-Sex Couples Financial Planning, Fee Based Investing, Stocks, Rollover Of 401k Or IRA
HighPoint Advisors
East Syracuse, NY

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 ... See More

Highlights: Financial Advising Services, Estate Planning, Wealth Management, Investment Consulting, Retirement Planning, Life Insurance, Financial Planning Advice And Services
Over Coffee Financial
Painesville, OH

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, ho... See More

Highlights: Tax Preparation and Representation (Enrolled Agent), IRA, Financial Planning Advice And Services, Retirement Distribution Plan, Income Tax Planning, Mutual Funds, Certified Financial Planner, College Planning, Independent Investment Advisor, Wealth Management, Estate Planning, 401k Rollover, Women's Issues, Asset Protection, Special Needs Planning, Young Investors, Rollover Of 401k Or IRA, Fiduciary, Investment Management, Comprehensive Financial Planning
Keil Financial Partners
New Berlin, WI

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

Highlights: Fiduciary, Investment Services, Certified Financial Planner, Wealth Management, Legacy Planning, Comprehensive Financial Planning, Investment Management, Disability Income & Long Term Care Insurance, Financial Planning, Advisory And Investment Management, Independent Investment Advisor, Retirement Distribution Plan, Professional Wealth Management, Investment Consulting, CFP ®, Retirement Planning, Retirement Income Planning, Income Tax Planning, Financial Planning Advice And Services, Rollover Of 401k Or IRA

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 you... See More

Highlights: Retirement Planning, My-Risk-O-Meter, Rollover Of 401k Or IRA, Online Financial Advisor, Business Planning, Socially Responsible Investments, Disability Income & Long Term Care Insurance, Wealth Management, Corporate Bonds, Women's Issues, Stocks, Fiduciary, Retirement Income Planning, IRA, Wealth Management Group, Charitable Planning, Business Investments, Special Needs Planning, Portfolio Management, College Planning

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