US-based (probably) and US-focused (always) financial planning businesses targeting individuals as clients.
Related categories 2
Sites 76
- Strategic Capital Management Provides global asset management and investment advisory services.
- Kiplinger A center for personal finance advice and information.
- Herr Capital Management, LLC Offers insurance, investment and financial planning services. Features articles, newsletters, calculators and glossary.
- Pauley Financial Services, Inc. Fee-only financial planning and investment advisory firm.
- ACH Investment Group Provides financial planning services, insurance and educational seminars.
- Adirondack Family Business Consultants, Inc. Offers business and family planning, estate and retirement planning, management and succession planning.
- Allegheny Financial Group, Ltd. Investment advisor provides financial planning advice to individuals and businesses.
- Ann Wolfson Associates Offers full service independent financial planning, based in Fayetteville, NY.
- Antolino & Associates Provides benefit management services and family wealth counseling.
- AXA Advisors Provides investment, retirement, and estate planning advice.
- Berson and Corrado Provides tax planning, accounting and business advisory services.
- Braun Financial Offers financial planning to a diverse group of individuals and families.
- 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.
- Center for Financial Planning Financial planning and asset management firm for successful clients.
- 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.
- 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.
- EF Moody, Financial Planner A 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.
- Expatriate Financial Services International financial planning brokerage specialising in the financial affairs of expatriates.
- The Ferrucci Company Provides financial and estate planning, and investment management services.
- Fiduciary Trust Company Provides a range of personal financial planning and advisory services.
- 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 Consultants, Inc. Support individuals and organizations that deliver planning and protection.
- 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.
- 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.
- H.D. Vest Financial Services Lists over 7000 financial advisors offering tax and other financial planning consultations.
- IARFC An international association for registered financial planners.
- InfoHQ Online CPA Provides advice and services in all areas of personal financial management.
- Knepp Financial Group, LLC Offers financial, investment, estate and retirement planning.
- LEAP Systems Inc. Offers a financial management and wealth creation system.
- 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.
- Nashoba Financial Planning Provides fee-only financial planning and investment advice.
- Net Worth Strategies Offers financial planning software and services for fee-based financial planning professionals and consumers.
- Omni Tax & Financial Advisors Independent advisory firm specializes in personal financial planning, tax planning, asset management, retirement and estate planning.
- Parsec Financial Management Provides fee-based financial planning, retirement consulting and estate plans.
- Planning Templates, Inc. Offers a financial planning calculator suite that works with Microsoft Excel.
- Prudential Provides financial planning information and tools.
- 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.
- SaveWealth.com Financial guide provides information on estate planning, tax reduction, wills, living trusts and retirement planning.
- SIBI Group Financial planning boutique offering estate, investment and retirement planning.
- Strategic Financial Planning, Inc. Independent, fee-only financial planning and investment advisory firm. Features guides, newsletter and calculators.
- VFA Provider of facilities capital planning and management solutions.
- Globalview Advisors LLC Provides financial valuations, corporate finance advisory, and intellectual property valuations and transfer services.
- Mallard Asset Management Corp Investment advisory firm offers portfolio management and financial planning services.
- Mercer Financial Planning Offering financial planning and asset management services. Market commentary, seminars and publications.
- Alpha Advisors Offers investment management within an integrated financial planning strategy, including tax, insurance, estate, and retirement planning.
- Adirondack Asset Management, LLC Providing fee-only financial planning services and investment advice to individuals and families.
- David J. Boczar, CFA Fee-based financial planning services include wealth accumulation and preservation and assisting clients to achieve their financial objectives.
- Financial Security Provides financial planning and wealth management services with the intent of increasing wealth while minimizing risk and tax burdens.
- Pinnacle Investments, Inc. Offering financial planning advice to the general public including free consultation. Based in East Syracuse, New York.
- Alliance of Cambridge Advisors, Inc. Fee-only financial planning service. Members are required to hold the CFP, ChFC, or CPA/PFS designations, or to have the advanced education and experience deemed equivalent. They must meet standards for continuing education, and they must successfully complete a proprietary training program.
- Brownson, Rehmus, Foxworth Inc. Offers fee-based financial counseling to wealthy families and corporate executives.
- Midwest Professional Planners, Ltd. Providing fee-based financial consulting and investment advisory services to clients in Wisconsin, Illinois and Minnesota.
- Fast Financial Analysis Dot Com Inc. Offers free financial planning, debt management solutions and online financial advice.
- The Association of Divorce Financial Planners Planners who focus on financial issues involved in the divorce process.
- Oliver Inc. Writes and publishes textual books focusing on the securities and financial planning industries.
- Diversified Financial Management, Inc. Specializing in financial planning for businesses and individuals.
- ING USA offers asset management, mutual funds, insurance and retirement planning.
- NPA Financial, LLC Provides distribution planning as well as full financial planning services.
- Morningstar Advisor Offers a learning center, editorials and forum discussions for financial planners.
- CTC | myCFO Provides financing planning and advisory services.
- Edelman Financial Services LLC Financial planning resource on investing, insurance, taxes and estate planning.
- Carter Financial Management Offering financial planning services in Dallas, Houston and Chicago.
- Couture & Associates Financial Services Provides financial planning and money management services. Located in Sarasota, Florida.
- Reliance Financial Services, N. A. Provides asset management, personal trust, and retirement plan administration.
- Stefans Associates Tax and financial planning firm, catering to individuals and small businesses.