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  United States (141)

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Brownson, Rehmus, Foxworth Inc. Open in a new windowLink Details
- Offers fee-based financial counseling to wealthy families and corporate executives.
- http://www.brfinc.com/

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Alliance of Cambridge Advisors, Inc. Open in a new windowLink Details
- 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 co
- http://www.cambridgeadvisors.com/

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Pinnacle Investments, Inc. Open in a new windowLink Details
- Offering financial planning advice to the general public including free consultation. Based in East Syracuse, New York.
- http://www.pinnacleinvestments.com/

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Financial Security Open in a new windowLink Details
- Provides financial planning and wealth management services with the intent of increasing wealth while minimizing risk and tax burdens.
- http://www.gofsg.com/

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Suncoast Financial Resources Open in a new windowLink Details
- Educates clients in the areas of protection, accumulation, and distribution of their financial resources.
- http://www.suncoastfinancial.com/

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The Prosperitas Group Open in a new windowLink Details
- Independent multi-client family office specializing in centralized management and wealth stewardship services for successful individuals and families.
- http://www.prosperitasgroup.com/

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Newport Capital Group Open in a new windowLink Details
- Boutique wealth management firm providing personalized portfolio management to high net worth individuals.
- http://www.newportcapitalgroup.com/

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David J. Boczar, CFA Open in a new windowLink Details
- Fee-based financial planning services include wealth accumulation and preservation and assisting clients to achieve their financial objectives.
- http://www.davidjboczar.com/

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Adirondack Asset Management, LLC Open in a new windowLink Details
- Providing fee-only financial planning services and investment advice to individuals and families.
- http://www.adkasset.com/

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Self Worth Financial Planning Open in a new windowLink Details
- Providing financial planning and investment advice on an hourly, as-needed basis.
- http://www.selfworthfp.com/

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Alpha Advisors Open in a new windowLink Details
- Offers investment management within an integrated financial planning strategy, including tax, insurance, estate, and retirement planning.
- http://www.alpha-advisors.com/

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McCusker and Associates Open in a new windowLink Details
- Offering financial planning and portfolio management services. Specializing in post-divorce financial issues.
- http://www.mccuskerassociates.com/

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Herr Capital Management, LLC Open in a new windowLink Details
- Offers insurance, investment and financial planning services. Features articles, newsletters, calculators and glossary.
- http://www.herrcapital.com/

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Mercer Financial Planning Open in a new windowLink Details
- Offering financial planning and asset management services. Market commentary, seminars and publications.
- http://www.mercerwealthsolutions.com.au/

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Mallard Asset Management Corp Open in a new windowLink Details
- Investment advisory firm offers portfolio management and financial planning services.
- http://www.mallardadvisors.com/

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MorningstarAdvisor.com Open in a new windowLink Details
- Offers a learning center, editorials and forum discussions for financial planners.
- http://advisor.morningstar.com/

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Monetary Stress Institute Open in a new windowLink Details
- Provides fee-only financial planning in the areas of investments, taxes and retirement.
- http://www.monetarystress.com/yourloan/

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The Nautilus Group Open in a new windowLink Details
- Advisory firm offers estate and business planning, a service of New York Life.
- http://www.newyorklife.com/nautilusgroup/

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The Association of Divorce Financial Planners Open in a new windowLink Details
- Planners who focus on financial issues involved in the divorce process.
- http://www.divorceandfinance.com/

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Diversified Financial Management, Inc. Open in a new windowLink Details
- Specializing in comprehensive financial planning for businesses and individuals.
- http://www.dfminc.ws/

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Globalview Advisors LLC Open in a new windowLink Details
- Provides financial valuations, corporate finance advisory, and intellectual property valuations and transfer services.
- http://www.globalviewadvisors.com/

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Crosspoint Consulting, Inc. Open in a new windowLink Details
- Provides financial advice to individuals and business owners on a fee-only basis.
- http://www.crosspointconsulting.com/

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Zdenek Financial Planning Inc. Open in a new windowLink Details
- A fee-only personal financial planning and investment advisory firm. Includes profiles of executives and press coverage.
- http://www.zdenek.com/

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Williams Financial Services Group, Inc. Open in a new windowLink Details
- Provides financial and estate planning, and investment management services. Articles, newsletter and glossary.
- http://www.williamsfsg.com/

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Westbrook Financial Services, Inc. Open in a new windowLink Details
- Full service financial planning, insurance and securities firm.
- http://www.advisorsquare.com/new/westbrookfinancial/

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Waterside Financial Services Open in a new windowLink Details
- Provides tax planning strategies for traders and investors.
- http://www.taxtrader.com/

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VFA Open in a new windowLink Details
- Provider of facilities capital planning and management solutions.
- http://www.vfa.com/

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Turning Point Financial Counseling Open in a new windowLink Details
- Non-profit Christian organization offers a debt reduction program that is free to join.
- http://www.turningpoint.org

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The-Adviser.com Open in a new windowLink Details
- Investment adviser providing money management and financial planning services.
- http://www.the-adviser.com/

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Tax Doctor Open in a new windowLink Details
- Provides tax and financial consulting services to individuals and businesses.
- http://www.tax-doc.com/

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Tax Deferred Services, Inc. Open in a new windowLink Details
- Provides turnkey retirement programs for non-profit and for-profit employers.
- http://www.taxdeferredservices.com/

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StrattonTurner, LLC Open in a new windowLink Details
- Offers advice regarding retirement, investment, estate planning and employee benefits.
- http://www.strattonturner.com/

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Strategic Financial Planning, Inc. Open in a new windowLink Details
- Independent, fee-only financial planning and investment advisory firm. Features guides, newsletter and calculators.
- http://www.strategicfp.com/

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Strategic Capital Management Open in a new windowLink Details
- Provides global asset management and investment advisory services.
- http://www.scmag.com/

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Stefans Associates Open in a new windowLink Details
- Tax and financial planning firm, catering to individuals and small businesses.
- http://www.stefans-associates.com/

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Stavis, Margolis Advisory Services Open in a new windowLink Details
- Offers investment, retirement, estate planning and business succession planning.
- http://www.stavismargolis.com/

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Spence, Driscoll & Company Open in a new windowLink Details
- Providing financial services to businesses and individuals throughout the United States.
- http://www.spencedriscoll.com/

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Silk Mouse Solutions, LLC Open in a new windowLink Details
- Offering financial analysis and planning software.
- http://www.financialnumerics.com/

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Signature Financial Management, Inc. Open in a new windowLink Details
- Financial management firm servicing persons of significant net worth.
- http://www.sigfin.com/

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SIBI Group Open in a new windowLink Details
- Financial planning boutique offering estate, investment and retirement planning.
- http://www.sibigroup.com/

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ScenarioNow Inc. Open in a new windowLink Details
- A financial software and sales training company for financial advisors.
- http://www.scenarionow.com/

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SaveWealth.com Open in a new windowLink Details
- Financial guide provides information on estate planning, tax reduction, wills, living trusts and retirement planning.
- http://www.savewealth.com

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Resource Analyst Open in a new windowLink Details
- Financial planning software for the professional planner.
- http://www.resourceanalyst.com/

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Relaince Financial Services, N. A. Open in a new windowLink Details
- Provides asset management, personal trust, and retirement plan administration.
- http://www.reliancefs.com/

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Registered Financial Planners Institute Open in a new windowLink Details
- Recognizes qualified individuals who are in the field of financial planning.
- http://www.rfpi.com/

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Raymond James Financial, Inc Open in a new windowLink Details
- Providing individual investors and corporations with investment, financial planning, investment banking and asset management services internationally.
- http://www.raymondjames.com

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Prudential Open in a new windowLink Details
- Provides financial planning information and tools.
- http://www.prudential.com/

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Professional Capital Ltd. Open in a new windowLink Details
- Offering financial planning services to private clients, company directors and businesses. Specializing in investment, retirement and tax issues.
- http://www.professionalcapital.co.uk/

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Planning Templates, Inc. Open in a new windowLink Details
- Offers a financial planning calculator suite that works with Microsoft Excel.
- http://www.planningtemplates.com

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Pauley Financial Services, Inc. Open in a new windowLink Details
- Fee-only financial planning and investment advisory firm.
- http://www.pauleyfinancial.com/

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Parsec Financial Management Open in a new windowLink Details
- Provides fee-based financial planning, retirement consulting and estate plans.
- http://www.parsecfinancial.com/

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Our Family Manager Open in a new windowLink Details
- Provides wealth management, investment advice and financial planning.
- http://www.ourfamilymanager.com/

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OND Financial Solutions Open in a new windowLink Details
- Firm specializes in retirement, estate, insurance, and charitable planning.
- http://www.finsvcs.com/new/mmcustom6/

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Omni Tax & Financial Advisors Open in a new windowLink Details
- Independent advisory firm specializes in personal financial planning, tax planning, asset management, retirement and estate planning.
- http://www.omniadvisors.com

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Oliver Inc. Open in a new windowLink Details
- Writes and publishes textual books focusing on the securities and financial planning industries.
- http://www.oliverincorp.com/

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Net Worth Strategies Open in a new windowLink Details
- Offers financial planning software and services for fee-based financial planning professionals and consumers.
- http://www.networthstrategies.com

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NBS Companies Open in a new windowLink Details
- A fee-only investment advisory firm, offers a comprehensive information resource for investing and financial planning.
- http://www.nbscompanies.com/pages/index.htm?SPID=13332&OrgID=621

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National Planning Associates Open in a new windowLink Details
- Provides distribution planning as well as full financial planning services.
- http://www.nationalplanning.com/

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Nashoba Financial Planning Open in a new windowLink Details
- Provides fee-only financial planning and investment advice.
- http://www.nashobafinancialplanning.com/

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myCFO Open in a new windowLink Details
- Provides comprehensive financing planning and advisory services.
- http://www.mycfo.com/

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My Financial Planning Guide Open in a new windowLink Details
- Retirement and financial planning guide offers information and online resources.
- http://instant.pair.com/financialplanning/

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Montauk Financial Group Open in a new windowLink Details
- Offers a full spectrum of investment products through independent brokers nationwide.
- http://www.montaukfinancial.com

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Mofinet Open in a new windowLink Details
- Offers spreadsheets for financial simulations in the field of project finance and corporate valuation.
- http://www.mofinet.com

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Mexico Advisor Open in a new windowLink Details
- Provides cross-border financial planning for the American community in Mexico.
- http://www.mexadv.com/

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Lincoln Financial Group Open in a new windowLink Details
- Provides financial planning and advisory services for individuals and businesses.
- http://www.lfg.com

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Legend Financial Advisors, Inc. Open in a new windowLink Details
- Fee-only advisory firm providing financial planning and investment management to the affluent.
- http://www.legend-financial.com/

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Legacy Planning Group, Inc. Open in a new windowLink Details
- Offers financial planning services, retirement planning and investment management. Details on seminars, links to partners and financial resources.
- http://www.investlpg.com/

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Lefton Financial Services Open in a new windowLink Details
- Presents a comprehensive guide for financial planning and money management.
- http://www.leftylefton.com

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LEAP Systems Inc. Open in a new windowLink Details
- Offers a financial management and wealth creation system.
- http://www.leapsystems.com

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Knepp Financial Group, LLC Open in a new windowLink Details
- Offers financial, investment, estate and retirement planning.
- http://www.kneppfinancial.com/

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Kiplinger Open in a new windowLink Details
- Comprehensive center for personal finance advice and information.
- http://www.kiplinger.com/

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Jasam Financial Planning, Inc. Open in a new windowLink Details
- Offers insurance, securities, and financial planning services.
- http://www.jasam.com/

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ING USA Open in a new windowLink Details
- offers asset management, mutual funds, insurance and retirement planning.
- http://www.ing-usa.com/

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InfoHQ Online CPA Open in a new windowLink Details
- Provides advice and services in all areas of personal financial management.
- http://www.infohq.com/CPA/OnlineCPA.htm

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IARFC Open in a new windowLink Details
- An international association for registered financial planners.
- http://www.iarfc.org/

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Horst Group Open in a new windowLink Details
- Provides financial planning services for individuals, families and businesses.
- http://www.horstgroup.com/

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H.D. Vest Financial Services Open in a new windowLink Details
- Lists over 7000 financial advisors offering tax and other financial planning consultations.
- http://www.hdvest.com/

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A & H Financial Planning and Education, Inc. Open in a new windowLink Details
- Provides financial planning and education services. Features news, articles, links to related resources and calculators.
- http://ashbyandhughes.com/

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Getfinancialadvice.com Open in a new windowLink Details
- Provides financial planning with access to financial advisors across the United States
- http://www.getfinancialadvice.com

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Futrell Financial Management Open in a new windowLink Details
- Offers wealth and estate management strategies and business growth planning.
- http://www.futrellfinancial.com/

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Fred Jurewicz Financial Open in a new windowLink Details
- A financial planning and insurance provider in Shakopee, MN.
- http://www.fjfinancial.com

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Frank Russell Company Open in a new windowLink Details
- Provides financial planning for individuals and institutions around the world.
- http://www.russell.com/

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FPtransitions Open in a new windowLink Details
- Focuses on the buying and selling of businesses, and selling a financial practice.
- http://www.fptransitions.com/

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Foundation Management Inc Open in a new windowLink Details
- Fee-only financial advisory group providing financial planning services.
- http://www.financialmanagementinc.com/

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FirsTrust Open in a new windowLink Details
- Provides fee-only private wealth management services.
- http://www.firstrust.org/

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First Union Securities Open in a new windowLink Details
- Provides investment consulting, trust services, retirement and financial planning.
- http://www.pwm.ftusec.com/

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First Financial Group Open in a new windowLink Details
- Financial planning firm with offices in Maryland, Washington DC, Virginia, and Pennsylvania. Offers estate planning, wealth preservation, investments, and financial planning services.
- http://www.firstfinancialgroup.com

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Finesco Associates, Inc. Open in a new windowLink Details
- Provides financial planning and advisory services.
- http://www.finesco.cc/

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Financial Workshops Associates Open in a new windowLink Details
- Offers workshops teaching personal financial management skills.
- http://www.financialworkshops.org/

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Financial Strategies Open in a new windowLink Details
- Provides financial planning and related services to businesses and individuals.
- http://www.davidtwilson.com/

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Financial Planning Info.Net Open in a new windowLink Details
- Information on financial and estate planning, personal finance and money management.
- http://www.financialplanninginfo.net/

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Financial Planning Consultants, Inc. Open in a new windowLink Details
- Support individuals and organizations that deliver planning and protection.
- http://www.financialsoftware.com

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Financial Planners Index Open in a new windowLink Details
- Provides financial articles and information on obtaining a financial planner.
- http://www.plannersindex.com/

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Financial Group of Central MN Open in a new windowLink Details
- Financial advisory firm offers life and health insurance services in addition to investment planning.
- http://www.financialgroupmn.com

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Financial Decisions Group Open in a new windowLink Details
- Provides financial programs in the areas of insurance, investments and lifestyle planning.
- http://www.financialdecisionsgroup.net/

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Financial Counselor Notebook Open in a new windowLink Details
- Contains worksheets and information to organize and gain control of finances.
- http://www.fcn.com/

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Fiduciary Trust Company Open in a new windowLink Details
- Provides a range of personal financial planning and advisory services.
- http://www.fiduciary-trust.com/

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The Ferrucci Company Open in a new windowLink Details
- Provides financial and estate planning, and investment management services.
- http://www.ferruccicompany.com/

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Fast Financial Analysis Dot Com, Inc. Open in a new windowLink Details
- Educates and informs clients about their financial situation and options.
- http://www.fastfa.com/

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Expatriate Financial Services Open in a new windowLink Details
- International financial planning brokerage specialising in the financial affairs of expatriates.
- http://www.efs.com.my/

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Emerald Financial Services Open in a new windowLink Details
- Offers a wide range of financial planning, retirement planning and risk management services.
- http://www.emeraldinc.com/

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EF Moody, Financial Planner Open in a new windowLink Details
- Comprehensive financial planning site designed for consumer knowledge and protection.
- http://www.efmoody.com

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Edward Licciardi Financial Services Open in a new windowLink Details
- Offers financial planning, investment and tax services.
- http://www.elplanning.com

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Edelman Financial Services Inc. Open in a new windowLink Details
- Financial planning resource on investing, insurance, taxes and estate planning.
- http://www.ricedelman.com/

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Diversified Financial Consultants Open in a new windowLink Details
- Offers retirement planning, income protection, business planning and estate conservation.
- http://www.dfc-de.org/pages/index.htm?SPID=5092&OrgID=298

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Direct Advice Open in a new windowLink Details
- Financial advisor offers long-term financial and investment planning services.
- http://www.directadvice.com/

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Dern Capital Management Corporation Open in a new windowLink Details
- Investment advisory firm providing portfolio management and financial planning services.
- http://www.derncapital.com/index.asp

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Davidson Capital Management, Inc. Open in a new windowLink Details
- Fee-based investment management services for individual investors, corporations, pension and profit-sharing plans, foundations, and endowments.
- http://www.davidsoncap.com/

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Couture & Associates Financial Services Open in a new windowLink Details
- Provides financial planning and money management services.
- http://www.couturefinancial.com/

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Cornerstone Investment Services Open in a new windowLink Details
- Firm offers financial planning and retirement planning for investors looking for personalized investment advice. Based in Providence, RI.
- http://www.cornerstoneri.com/

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Core Asset Management Company Open in a new windowLink Details
- Investment advisor offers both financial planning and asset management.
- http://www.coreasset.com/

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Consolidated Planning, Inc. Open in a new windowLink Details
- Specializes in providing financial information and knowledge to business owners and individuals.
- http://www.cplanning.com/

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Clifton Gunderson LLP Open in a new windowLink Details
- Offers investment and cashflow analysis, college funding and retirement planning.
- http://www.cliftonfinancial.com/Pages/index.htm?SPID=8026&OrgID=420

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Clausell & Associates, P.C. Open in a new windowLink Details
- CPA provides accounting, tax and financial planning and consulting services.
- http://www.clausellandassociates.com/

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Chell FInancial Services Open in a new windowLink Details
- Provides financial planning services along with financial calculators and educational materials.
- http://www.chellfinancial.com/

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Center for Financial Planning Open in a new windowLink Details
- Financial planning and asset management firm for successful clients.
- http://www.centerfinplan.com/

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CCI Financial Consultants Open in a new windowLink Details
- Provides financial and retirement planning, and asset management services.
- http://www.cciinternet.com

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Carter Financial Management Open in a new windowLink Details
- Offering extensive financial planning services.
- http://www.cascfm.com/

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Cain Watters And Associates Open in a new windowLink Details
- Provides financial services, consultation, monitoring and planning services.
- http://www.cainwatters.com/

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Bryson Financial Group Open in a new windowLink Details
- Offers employee benefits, insurance planning, executive tax planning and estate planning services.
- http://www.bryfi.com/

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Brouwer & Janachowski Open in a new windowLink Details
- Provides financial analysis, asset preservation and estate planning.
- http://www.fundmastery.com/pages/index.htm?SPID=9475&OrgID=476

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Braun Financial Open in a new windowLink Details
- Offers financial planning to a diverse group of individuals and families.
- http://www.braunfinancial.com/

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Bessemer Trust Open in a new windowLink Details
- Offers wealth management services to high net worth individuals and select institutions.
- https://www.bessemer.com/WebSite/PageLoad.asp?PageKey=WelcomeToBT

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Berson and Corrado Open in a new windowLink Details
- Provides tax planning, accounting and business advisory services.
- http://www.bersonandcorrado.com/

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Ben Boykin & Associates Open in a new windowLink Details
- Offers financial consulting and planning services. Information on the firm and president provided. Based in White Plains, NY.
- http://www.benboykinassociates.com/

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AXA Advisors Open in a new windowLink Details
- Provides investment, retirement, and estate planning advice.
- http://www.axaonline.com/

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Assante Corporation Open in a new windowLink Details
- Provider of financial and life management services.
- http://www.assante.com/

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Armchair Millionaire Open in a new windowLink Details
- Offers information and advice on long-term saving and investing.
- http://www.armchairmillionaire.com/

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Applied Financial Planning Open in a new windowLink Details
- Provides tax planning, preparation and financial planning.
- http://www.execusite.com/AppliedFinancial/

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Antolino & Associates Open in a new windowLink Details
- Provides benefit management services and family wealth counseling.
- http://www.antolino.com

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Annuity Financial Services Open in a new windowLink Details
- Offers programs for the professional in the financial service arena.
- http://www.annuityfinancial.com/

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Ann Wolfson Associates Open in a new windowLink Details
- Offers full service independent financial planning, based in Fayetteville, NY.
- http://www.annwolfson.com

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AME Consulting & Associates Open in a new windowLink Details
- International financial planning for professional sports athletes and corporations.
- http://www.ameconsulting.com/

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Allegheny Financial Group, Ltd. Open in a new windowLink Details
- Investment advisor provides financial planning advice to individuals and businesses.
- http://www.alleghenyfinancial.com/

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Alex Lai & Co. Open in a new windowLink Details
- Offers financial and insurance planning services. Features a calendar of events, links to related resources and online financial planning tools.
- http://www.alexlai.com.hk/

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AG Financial Services Group Open in a new windowLink Details
- Provides financial planning and financing to Christian-related causes.
- http://www.agfsg.org/

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Advies Associates Open in a new windowLink Details
- An introduction to creating personal wealth strategies.
- http://www.advies-associates.com/

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Adirondack Family Business Consultants, Inc. Open in a new windowLink Details
- Offers business and family planning, estate and retirement planning, management and succession planning.
- http://www.adkfamilybusiness.com/

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ACH Investment Group Open in a new windowLink Details
- Provides financial planning services, insurance and educational seminars.
- http://www.achinvest.com/

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The Abacus Financial Services Group Open in a new windowLink Details
- Provides a range of private and corporate client wealth management services.
- http://www.abacusglobal.com/

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