See also:
- Business: Investing: Socially Responsible: Money Managers (36)
- Home: Personal Finance: Money Management (316)
- Reference: Education: Products and Services: Test Preparation: Professional Exams: Finance: CFA (13)
Cooper Management Service, Inc.
cooperms.com
Provides fee-only financial planning and investing. Securities offered through Charles Schwab Institutional.
George H. Coughlin II, CFP
iraplanning.com
Provides financial and IRA planning services.
Armstrong Financial Strategies
armstrong-financial.com
Provides financial planning, divorce planning and asset management.
Kring Financial Management, Inc.
kringfinancial.com
Offers planning and investment advisory services. Specializes in tax planning, insurance, and education.
Financial Advisory Service, Inc.
faskc.com
Offering financial planning, estate planning, investment management and individual consulting services.
Bob Stowe, CFP
stowefinancialplanning.com
Financial advisor providing portfolio management and financial planning services.
Pacific Wealth Management, LLC
pacwealth.net
Provides financial planning, divorce planning and asset management services.
David Twenhafel, CFP
divorce-and-money.com
Rockville, MD firm offers financial planning to people in the process of divorce.
Capital Strategies Inc.
capitalstrategiesinc.com
Offers financial planning to individuals, corporations and institutions.
Alden Capital Management
alden-capital.com
Provides retirement and estate planning, as well as investment advisory services.
Integrated Financial Strategies
ifslegacy.com
Offers investments, divorce planning, wealth management, and retirement planning.
John D. Caffrey, Jr. CFP
castlefinancialadvisors.com
Investment advisory firm providing portfolio management and financial planning services.
Owens Financial
owens-financial.com
CFP provides portfolio management and financial planning services.
Nigel Taylor, CFP
protectassets.com
Provides domestic and international financial, retirement and estate planning.
Independence Financial Planners
independencefp.co.uk
Fee-only experts based in London, England and Denver, CO., USA, serving the international community.
Certified Financial Planners Board of Standards, Inc.
cfp.net
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.
Investors Group Financial Services Inc.
investorsleader.com
Offers advice on investing, mutual funds, retirement planning, life insurance. Features principals' profiles and articles.
Benefit Planning Services
bpsfinancial.com
Fee-only investment management, financial planning and charitable consulting.
Pinnacle Financial Services
pfslink.com
Provides financial planning products and services and wealth accumulation strategies.
Kean Songy, CFP
home.flash.net
Financial project management and financial planning consultant located in Dallas, TX.
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