A & H Financial Planning and Education, Inc.
Provides financial planning and education services. Features news, articles, links to related resources and calculators.
Access Financial Planning, Inc.
Registered investment advisor offers full-service financial planning services.
ACH Investment Group
Provides financial planning services, insurance and educational seminars.
Adirondack Asset Management, LLC
Providing fee-only financial planning services and investment advice to individuals and families.
Adirondack Family Business Consultants, Inc.
Offers business and family planning, estate and retirement planning, management and succession planning.
Advies Associates
An introduction to creating personal wealth strategies.
AG Financial Services Group
Provides financial planning and financing to Christian-related causes.
Alex Lai & Co.
Offers financial and insurance planning services. Features a calendar of events, links to related resources and online financial planning tools.
Allegheny Financial Group, Ltd.
Investment advisor provides financial planning advice to individuals and businesses.
Allegiance Financial Group, Inc.
Provides estate, income tax, charitable gift and retirement planning.
Alpha Advisors
Offers investment management within an integrated financial planning strategy, including tax, insurance, estate, and retirement planning.
AME Consulting & Associates
International financial planning for professional sports athletes and corporations.
Ann Wolfson Associates
Offers full service independent financial planning, based in Fayetteville, NY.
Annuity Financial Services
Offers programs for the professional in the financial service arena.
Antolino & Associates
Provides benefit management services and family wealth counseling.
Applied Financial Planning
Provides tax planning, preparation and financial planning.
Armchair Millionaire
Offers information and advice on long-term saving and investing.
Ben Boykin & Associates
Offers financial consulting and planning services. Information on the firm and president provided. Based in White Plains, NY.
Berson and Corrado
Provides tax planning, accounting and business advisory services.
Bessemer Trust
Offers wealth management services to high net worth individuals and select institutions.
Braun Financial
Offers financial planning to a diverse group of individuals and families.
Brouwer & Janachowski
Provides financial analysis, asset preservation and estate planning.
Brownson, Rehmus, Foxworth Inc.
Offers fee-based financial counseling to wealthy families and corporate executives.
Bryson Financial Group
Offers employee benefits, insurance planning, executive tax planning and estate planning services.
Cain Watters And Associates
Provides financial services, consultation, monitoring and planning services.
CCI Financial Consultants
Provides financial and retirement planning, and asset management services.
Center for Financial Planning
Financial planning and asset management firm for successful clients.
Chell FInancial Services
Provides financial planning services along with financial calculators and educational materials.
Clausell & Associates, P.C.
CPA provides accounting, tax and financial planning and consulting services.
Clifton Gunderson LLP
Offers investment and cashflow analysis, college funding and retirement planning.
Consolidated Planning, Inc.
Specializes in providing financial information and knowledge to business owners and individuals.
Core Asset Management Company
Investment advisor offers both financial planning and asset management.
Cornerstone Investment Services
Firm offers financial planning and retirement planning for investors looking for personalized investment advice. Based in Providence, RI.
Couture & Associates Financial Services
Provides financial planning and money management services.
Crosspoint Consulting, Inc.
Provides financial advice to individuals and business owners on a fee-only basis.
Curtis T. Corkey Financial Services
Offers a full range of financial products and services designed for professionals, small businesses and the family market.
Daniel M. Smith, JD, FBS
Financial advisor offers a wide array of financial planning services for families.
David J. Boczar, CFA
Fee-based financial planning services include wealth accumulation and preservation and assisting clients to achieve their financial objectives.
Davidson Capital Management, Inc.
Fee-based investment management services for individual investors, corporations, pension and profit-sharing plans, foundations, and endowments.
Dern Capital Management Corporation
Investment advisory firm providing portfolio management and financial planning services.
Diginome
Provides wealth management services and financial planning software for institutions, financial professionals and retail clients.
Direct Advice
Financial advisor offers long-term financial and investment planning services.
Director's Financial Group
Fee-only financial services firm acting as an investment advisor, fiduciary and consultant.
Diversified Financial Consultants
Offers retirement planning, income protection, business planning and estate conservation.
Diversified Financial Management, Inc.
Specializing in comprehensive financial planning for businesses and individuals.
Edelman Financial Services Inc.
Financial planning resource on investing, insurance, taxes and estate planning.
Edward Licciardi Financial Services
Offers financial planning, investment and tax services.
EF Moody, Financial Planner
Comprehensive financial planning site designed for consumer knowledge and protection.
Emerald Financial Services
Offers a wide range of financial planning, retirement planning and risk management services.
En Passant Financial Planning, LLC
Offering financial planning advice to the general public including free consultation.
Expatriate Financial Services
International financial planning brokerage specialising in the financial affairs of expatriates.
Fast Financial Analysis Dot Com, Inc.
Educates and informs clients about their financial situation and options.
Fiduciary Trust Company
Provides a range of personal financial planning and advisory services.
Financial Counselor Notebook
Contains worksheets and information to organize and gain control of finances.
Financial Decisions Group
Provides financial programs in the areas of insurance, investments and lifestyle planning.
Financial Group of Central MN
Financial advisory firm offers life and health insurance services in addition to investment planning.
Financial Planners Index
Provides financial articles and information on obtaining a financial planner.
Financial Planning Association
Non-profit organization educates the public on the benefits of financial planning.
Financial Planning Consultants, Inc.
Support individuals and organizations that deliver planning and protection.
Financial Planning Info.Net
Information on financial and estate planning, personal finance and money management.
Financial Security
Provides financial planning and wealth management services with the intent of increasing wealth while minimizing risk and tax burdens.
Financial Strategies
Provides financial planning and related services to businesses and individuals.
Financial Workshops Associates
Offers workshops teaching personal financial management skills.
FinanciallyFit.com
Offers financial and money management programs and courses.
First Financial Group
Financial planning firm with offices in Maryland, Washington DC, Virginia, and Pennsylvania. Offers estate planning, wealth preservation, investments, and financial planning services.
First Financial Planners, Inc.
Provides fee-based retirement, tax, and investment planning.
First Union Securities
Provides investment consulting, trust services, retirement and financial planning.
Foundation Management Inc
Fee-only financial advisory group providing financial planning services.
FPtransitions
Focuses on the buying and selling of businesses, and selling a financial practice.
Frank Russell Company
Provides financial planning for individuals and institutions around the world.
Fred Jurewicz Financial
A financial planning and insurance provider in Shakopee, MN.
Futrell Financial Management
Offers wealth and estate management strategies and business growth planning.
Gassman & Golodny LLP
Provides comprehensive financial management and advisory services.
Genesis Press
A resource site for both financial counselors and those seeking personal money management books and materials.
Getfinancialadvice.com
Provides financial planning with access to financial advisors across the United States
Globalview Advisors LLC
Provides financial valuations, corporate finance advisory, and intellectual property valuations and transfer services.
H.D. Vest Financial Services
Lists over 7000 financial advisors offering tax and other financial planning consultations.
Herr Capital Management, LLC
Offers insurance, investment and financial planning services. Features articles, newsletters, calculators and glossary.
Horst Group
Provides financial planning services for individuals, families and businesses.
ImageOne
Matches consumers to a network of thousands of accountants and financial advisors.
InfoHQ Online CPA
Provides advice and services in all areas of personal financial management.
ING USA
offers asset management, mutual funds, insurance and retirement planning.
Inter Alliance PLC
Offers personal and corporate financial planning services. Features advice centre and contact details.
iVillage MoneyLife
Financial planning site for women, includes a comprehensive investment section and strategies for a rich retirement.
Jasam Financial Planning, Inc.
Offers insurance, securities, and financial planning services.
Knepp Financial Group, LLC
Offers financial, investment, estate and retirement planning.
LEAP Systems Inc.
Offers a financial management and wealth creation system.
Lefton Financial Services
Presents a comprehensive guide for financial planning and money management.
Legacy Builders Resource Group LLC
Providing financial and estate planning services, portfolio design and management.
Legacy Planning Group, Inc.
Offers financial planning services, retirement planning and investment management. Details on seminars, links to partners and financial resources.
Legend Financial Advisors, Inc.
Fee-only advisory firm providing financial planning and investment management to the affluent.
Lincoln Financial Group
Provides financial planning and advisory services for individuals and businesses.
Mallard Asset Management Corp
Investment advisory firm offers portfolio management and financial planning services.
McCusker and Associates
Offering financial planning and portfolio management services. Specializing in post-divorce financial issues.
Mercer Financial Planning
Offering financial planning and asset management servces. Market commentary, seminars and publications.
Mexico Advisor
Provides cross-border financial planning for the American community in Mexico.
Mofinet
Offers spreadsheets for financial simulations in the field of project finance and corporate valuation.
Monetary Stress Institute
Provides fee-only financial planning in the areas of investments, taxes and retirement.
Montauk Financial Group
Offers a full spectrum of investment products through independent brokers nationwide.
MorningstarAdvisor.com
Offers a learning center, editorials and forum discussions for financial planners.
My Financial Planning Guide
Retirement and financial planning guide offers information and online resources.
Nashoba Financial Planning
Provides fee-only financial planning and investment advice.
National Planning Associates
Provides distribution planning as well as full financial planning services.
NBS Companies
A fee-only investment advisory firm, offers a comprehensive information resource for investing and financial planning.
Net Worth Strategies
Offers financial planning software and services for fee-based financial planning professionals and consumers.
Newport Capital Group
Boutique wealth management firm providing personalized portfolio management to high net worth individuals.
Nickerson Financial Services, Inc.
Provides personal financial planning services for a fee.
Oliver Inc.
Writes and publishes textual books focusing on the securities and financial planning industries.
Omni Tax & Financial Advisors
Independent advisory firm specializes in personal financial planning, tax planning, asset management, retirement and estate planning.
OND Financial Solutions
Firm specializes in retirement, estate, insurance, and charitable planning.
Our Family Manager
Provides wealth management, investment advice and financial planning.
Parsec Financial Management
Provides fee-based financial planning, retirement consulting and estate plans.
Pauley Financial Services, Inc.
Fee-only financial planning and investment advisory firm.
Planning Templates, Inc.
Offers a financial planning calculator suite that works with Microsoft Excel.
Professional Capital Ltd.
Offering financial planning services to private clients, company directors and businesses. Specializing in investment, retirement and tax issues.
Raymond James Financial, Inc
Providing individual investors and corporations with investment, financial planning, investment banking and asset management services internationally.
Registered Financial Planners Institute
Recognizes qualified individuals who are in the field of financial planning.
Relaince Financial Services, N. A.
Provides asset management, personal trust, and retirement plan administration.
Resource Analyst
Financial planning software for the professional planner.
SAK Financial
Provides business succession, wealth diversification, estate planning and tax strategies.
Saunoris Financial Services
Provides an array of financial services and business advisory services.
SaveWealth.com
Financial guide provides information on estate planning, tax reduction, wills, living trusts and retirement planning.
ScenarioNow Inc.
A financial software and sales training company for financial advisors.
Self Worth Financial Planning
Providing financial planning and investment advice on an hourly, as-needed basis.
SIBI Group
Financial planning boutique offering estate, investment and retirement planning.
Signature Financial Management, Inc.
Financial management firm servicing persons of significant net worth.
Silk Mouse Solutions, LLC
Offering financial analysis and planning software.
Spence, Driscoll & Company
Providing financial services to businesses and individuals throughout the United States.
Stavis, Margolis Advisory Services
Offers investment, retirement, estate planning and business succession planning.
Stefans Associates
Tax and financial planning firm, catering to individuals and small businesses.
Stephen B. York Consulting
Offering estate and financial planning services, including life insurance, annuities, Medicare supplement insurance, and long term care insurance.
Strategic Capital Management
Provides global asset management and investment advisory services.
Strategic Financial Planning, Inc.
Independent, fee-only financial planning and investment advisory firm. Features guides, newsletter and calculators.
StrattonTurner, LLC
Offers advice regarding retirement, investment, estate planning and employee benefits.
Suncoast Financial Resources
Educates clients in the areas of protection, accumulation, and distribution of their financial resources.
Tax Deferred Services, Inc.
Provides turnkey retirement programs for non-profit and for-profit employers.
Tax Doctor
Provides tax and financial consulting services to individuals and businesses.
The Abacus Financial Services Group
Provides a range of private and corporate client wealth management services.
The Association of Divorce Financial Planners
Planners who focus on financial issues involved in the divorce process.
The Capital Alliance Group
Provides charitable organizations with financial planning.
The Ferrucci Company
Provides financial and estate planning, and investment management services.
The Nautilus Group
Advisory firm offers estate and business planning, a service of New York Life.
The Prosperitas Group
Independent multi-client family office specializing in centralized management and wealth stewardship services for successful individuals and families.
The-Adviser.com
Investment adviser providing money management and financial planning services.
ThirdAge Planning
Resource site offers information and advice on investing, taxes, wills and retirement planning.
Turning Point Financial Counseling
Non-profit Christian organization offers a debt reduction program that is free to join.
Waterside Financial Services
Provides tax planning strategies for traders and investors.
Welcome to OMC Financial Services, LTD.
Practice specializes in investment management, estate planning, and retirement planning.
Westbrook Financial Services, Inc.
Full service financial planning, insurance and securities firm.
Williams Financial Services Group, Inc.
Provides financial and estate planning, and investment management services. Articles, newsletter and glossary.
Zdenek Financial Planning Inc.
A fee-only personal financial planning and investment advisory firm. Includes profiles of executives and press coverage.