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Top: Business: Financial_Services: Financial_Planning: Certified_Financial_Planners:
Certified Financial Planners (139)
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» ACS Financial Advisors 
Fee-only financial and wealth management firm.
http://www.acsadvisors.com/pages/index.html?SPID=9661&OrgID=296
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» Abuls, Bone & Eller 
Offering investment management and financial and retirement planning services.
http://www.abepcs.com/
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» Alden Capital Management 
Provides retirement and estate planning, as well as investment advisory services.
http://www.alden-capital.com/
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» Ames Financial Services 
Provides insurance services, investment and retirement planning, and college funding.
http://www.amesfinancial.com/
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» Amy L. Whitlatch 
Providing fee-only financial planning and analysis for individuals in the process of divorce and other transitions.
http://www.amywhitlatch.com/
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» Asset Planning Corporation 
Offers investment, retirement and financial management to individuals, families, and corporations.
http://www.assetplanningcorp.com/pages/index.htm?SPID=9715&OrgID=483
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» BG Financial 
Specializes in providing fee-only financial planning and investment advice.
http://www.planningmadeeasy.com/
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» Barrios Financial Services 
Provides financial, retirement and estate planning, investment and insurance advisory services. Features a list of offering products, links to financial resources.
http://barriosfinancial.com/
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» Benefit Planning Services 
Fee-only investment management, financial planning and charitable consulting.
http://www.bpsfinancial.com/
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» Blankenship Financial Planning, Ltd. 
Fee-only financial planning and advisory. Description of services, newsletter and links to financial resources.
http://www.BlankenshipFinancialPlanning.com/
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» Bob Stowe, CFP 
Financial advisor providing portfolio management and financial planning services.
http://www.stowefinancialplanning.com/
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» Branson, Fowlkes & Company, Inc. 
Offers financial planning services, retirement plans, estate planning, and investment management. Provides quaterly investment reviews, research data and industry news.
http://www.bransonfowlkes.com/
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» Broussard Financial Group 
Provides education for financial, investment and retirement planning.
http://www.broussardfinancialgroup.com/splash.cfm
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» Buff Capital Management 
Providing financial planning and asset management services. Features articles and links to financial resources and services.
http://buffcapital.com/
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» CFP Board of Standards 
Offers the latest information on financial planning both to the public and pratitioners.
http://www.cfp-board.org/
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» Cambridge Financial Group 
Fee-only tax planning and preparation, estate planning, insurance and investments.
http://www.cambridgefinancialgroup.com/
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» CanWealth Financial Services 
Specializing in retirement, estate and corporate planning. Company information, staff profiles.
http://www.canwealth.com/
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» Capital Strategies Inc. 
Offers financial planning to individuals, corporations and institutions.
http://www.capitalstrategiesinc.com/
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» Carol Gosho, CFP 
Providing portfolio management and financial planning services.
http://www.carolgosho.com/
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» Certified Financial Planners Board of Standards, Inc. 
Regulatory organization that creates and enforces uniform standards of competency, practice and ethics of financial planners through professionally administered education, examination, experience and ethics requirements.
http://www.cfp.net/
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» Charles Geraci 
Specializes in personal financial, tax and estate planning and consulting.
http://www.cgeraci.com/
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» Clarity Financial Group 
Services includes estate preservation, college planning and retirement planning.
http://www.clarityfinancialplanning.com/
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» Columbus Financial Group 
Financial planning and registered investment advisory services.
http://www.columbusfinancial.com/
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» Compass Advisors LLC 
A fee-only financial planning firm in Atlanta, Georgia.
http://www.feeonlyplanning.com
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» Cooper Management Service, Inc. 
Provides fee-only financial planning and investing. Securities offered through Charles Schwab Institutional.
http://www.cooperms.com/
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» D. Scott Neal, Inc. 
Offering financial planning and investment advisory services, including insurance planning, risk management, budgeting, income tax and college planning, education funds, debt and money management.
http://www.dsneal.com/
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» David Dagley, CFP 
Windsor, Ontario. Specializing in comprehensive written financial plans.
http://www.david-dagley.com/
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» David T Martula, CFP 
Hadley, Massachusetts firm offers fee-only financial planning services.
http://martula.com
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» David Twenhafel, CFP 
Rockville, MD firm offers financial planning to people in the process of divorce.
http://www.divorce-and-money.com
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» Desert Valley Financial Planning, LLC 
Provides fee-only financial planning and life planning. Includes hourly, project-based, and retainer services. Links to related Web resources.
http://www.dvfp.com/
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» Douglas F. Hudson, CFP 
Offers Canadians information in the areas of retirement, estate, tax and investment planning.
http://www.rrsp.org/
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» FPAnet.org 
The FPA has compiled the information in this referral directory from materials submitted by its members and cannot guarantee its accuracy, reliability or completeness.
http://www.fpanet.org/plannersearch/plannersearch.cfm
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» FS Financial Strategies 
Providing financial planning services. Specializing in retirement and divorce planning, and investment advisory. Financial articles and links.
http://www.fsfinancialstrategies.com/
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» Fazio and Associates 
Fee-based managed accounts, retirement planning, and educational and fund strategies.
http://www.mnplanner.com/
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» Financial Advisory Service, Inc. 
Offering financial planning, estate planning, investment management and individual consulting services.
http://www.faskc.com/
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» Financial Prep 
Provides an exam prep for those taking the Level I, II, or III CFA exams.
http://www.financialprep.com/
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» Financially Speaking, Inc. 
Offers retirement, tax, estate, and investment planning services. Specializes in investment policies for individuals and institutional investors.
http://www.financiallyspeak.com/
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» Folk Financial Planning 
Offers comprehensive, holistic financial planning to clients on a fee-only basis.
http://www.karenfolk.com/
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» Foster Group, Inc. 
Financial planning and investment advisory firm. Principals profiles, fee description.
http://www.fostergrp.com/
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» Frost Financial 
Provides advice in the areas of investment, estate, insurance and tax planning.
http://www.frostfinancial.com/
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» G. Eric Faddis, CFP 
Provides financial advice to professionals, small business owners, retirees and individuals.
http://www.ericfaddis.com/
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» Hatch & Muir 
Provides advice and solutions in the areas of financial, retirement and estate planning. Specializes in severance and early retirement situations. Features investments and retirement savings calculators.
http://www.hatchmuir.com/
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» Herr Capital Management 
Certified Financial Planner and CPA offering estate and tax planning.
http://www.herrcapital.com/
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» Humphreys Group 
Fee-only CFPs provide financial planning and investment advice to individuals and families.
http://www.humphreysgroup.com/
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» Independence Financial Planners 
Fee-only experts based in London, England and Denver, CO., USA, serving the international community.
http://independencefp.co.uk
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» Independent Focus 
Offers retirement, investment and estate planning services. Based in Cape Town, South Africa.
http://www.i-focus.co.za/
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» Investors Group Financial Services Inc. 
Offers advice on investing, mutual funds, retirement planning, life insurance. Features principals' profiles and articles.
http://www.investorsleader.com/
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» J. Paul Wilson 
Offers financial, estate, retirement and business planning services. Features articles, links, planning strategies, and investment calculators.
http://www.jpw.ca/
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» James R Johnson, CFP 
Features portfolio management and financial planning services.
http://www.financialdoc.com/
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» Joan Siegel, CFP 
Provides financial planning, tax preparation services and educational resources.
http://www.joandsiegel.com/
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» Joel Isaacson & Co 
New York CPA and CFP assisting with personal estate, investment, and financial planning.
http://www.joelisaacson.com/
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» John D. Caffrey, Jr. CFP 
Investment advisory firm providing portfolio management and financial planning services.
http://www.castlefinancialadvisors.com/
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» Jonathan Smith & Co. 
Provider of financial, retirement, and estate planning services, also bank custodian and family office services. Features quaterly market commentaries.
http://www.jonathansmith.com/
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» Karen A. Ibach, CFP 
Provides retirement planning, college funding, and financial planning services.
http://www.karenibach.com/
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» Kean Songy, CFP 
Financial project management and financial planning consultant located in Dallas, TX.
http://home.flash.net/~kean/
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» Kring Financial Management, Inc. 
Offers planning and investment advisory services. Specializes in tax planning, insurance, and education.
http://www.kringfinancial.com/
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» LPL Financial Services 
Financial planner offers financial advice to individuals and small businesses.
http://www.lpl.com/html/index.html
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» Larry Cogdell, CFP 
Provides financial planning, investment products and free tools and information.
http://www.planner4u.com/
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» Lifetime Financial Planning 
Provides fee-only financial planning and investment advice for middle-income clients.
http://www.lifetimefp.net/
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» Mackensen & Company, Inc. 
Offer fee-only financial planning services and investment management. Features newsletters and information on public workshops.
http://www.mackensen.com/
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» Miceli Financial Planning 
Offering comprehensive financial planning and investment management services.
http://www.salmiceli.com/
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» Montecito Capital Management, LLC 
Specializing in financial planning, retirement services, investment management and portfolio management.
http://www.mcapitalmgt.com/
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» National Association of Personal Financial Advisors (NAPFA) 
Group for fee-only planners to enhance their own skills, market their services and be a part of a collective, influential voice on matters that affect them and their clients. History, bylaws, officers, awards and achievements, and contact information.
http://www.napfa.com/
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» Nigel Taylor, CFP 
Provides domestic and international financial, retirement and estate planning.
http://www.protectassets.com/
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» Norman Financial Planning, Inc. 
Fee-only serives include tax and retirement planning, college funding, and estate planning.
http://www.normanfinancialplanning.com/
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» Objective Financial Advisors, Inc. 
Provides fee-only financial planning and investment advice to individuals and organizations. Description of services and contact details.
http://www.objectiveadvisors.com/
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» Owens Financial 
CFP provides portfolio management and financial planning services.
http://www.owens-financial.com/
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» Parlan Financial Corp. 
Provides fee-only financial planning, investment management and corporate seminars.
http://www.parlan.com/
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» PartnersInWealth 
Provides financial planning and investment services.
http://www.partnersinwealth.com/
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» Peterson Planning 
Provides fee-based investment management and financial planning in Minnesota and Wisconsin.
http://www.petersonplanning.com/
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» Pinnacle Financial Services 
Provides financial planning products and services and wealth accumulation strategies.
http://www.pfslink.com/
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» Planmark Financial Services 
Advisor provides financial planning, plan administration, and investment management.
http://www.e-planmark.com/
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» RBM Financial Ltd. 
CFP offers financial services to Greater Toronto, Muskoka and Haliburton Highlands.
http://www.rbmfinancial.com
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» Raymond D. Mignone, CFP 
Provides investment advice, portfolio management and college planning.
http://www.raymignone.com/
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» Reid Tax Company 
CFP assists with tax problems, estate planning and trusts.
http://www.reidtax.com/
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» Roberts & Fails, P.C. 
Offering financial planning and tax advisory services to individuals, families and businesses.
http://www.robertsandfails.com/
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» Ross L. Marino CFP 
Providing portfolio and wealth management services.
http://www.rossmarino.com/
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» Sage Advisory Group, LLC 
Offers financial and investment advice to individuals and families on a fee-only basis.
http://www.sageadvisorygroup.com/
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» Spinnaker Financial Advisors, PLLC 
Provides fee-only financial planning, investment advisory, and estate planning services by CPAs and CFPs.
http://www.spinnakerfinancial.com/
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» Spraker, Fitzgerald, Tamayo and Moisand, LLC 
Providing financial, estate and retirement planning and investment advisory services on a fee-only basis. description of services, links to financial resources.
http://www.sprakerfitzgerald.com/
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» Starks Financial Group Inc. 
Offering advisory services on financial planning and investment management. Specializing in retirement plans and college financial planning.
http://www.starksfinancial.com/
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» Stephen R. Hample, CFP 
Offers advice in the areas of estate and retirement planning, and planned giving.
http://www.financial-planning-mt.com/
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» Steve Morris, CFP 
Offers financial planning resources for the small business owner and individual investor.
http://www.stevemorris1.com/
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» Stiles Financial Services, Inc. 
Provides individual financial planning services and implements corporate retirement plans including 412(i) plans.
http://www.stilesfinancial.com/
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» Tassel Capital Management, Inc. 
Provides fee-only investment, financial and stewardship guidance including asset management services.
http://www.tasselcapital.com/
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» Thomas J. Hahn, CFP 
Provides investment and retirement planning services.
http://www.myhdvest.com/thomashahn
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» Toal & Associates, LLC 
Offers financial planning and investment management services. Features links to educational resources.
http://www.toalfinancial.com/
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» Tucker Financial Services Inc. 
Providers of fee-based financial planning and investment advisory services for senior citizens and retirees.
http://www.tuckerfinancialservices.com/
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» Tyler & Associates 
Offers fee-only asset management and investment advising, tax preparation and estate planning.
http://www.tax-finance.com/
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» Yeske and Company 
Offers articles, market updates, discussion areas, and financial planning services.
http://www.yeske.com/
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This category needs an editor
Last Updated: 2006-09-02 07:38:36
The content of this directory is based on the Open Directory and has been modified by GoSearchFor.com
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