ACH Investment Group
Provides financial planning services, insurance and educational seminars.
http://www.achinvest.com/
Advies Associates
An introduction to creating personal wealth strategies.
http://www.advies-associates.com/
Alex Lai & Co.
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/
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.
http://www.cambridgeadvisors.com/
Alpha Advisors
Offers investment management within an integrated financial planning strategy, including tax, insurance, estate, and retirement planning.
http://www.alpha-advisors.com/
AME Consulting & Associates
International financial planning for professional sports athletes and corporations.
http://www.ameconsulting.com/
Ann Wolfson Associates
Offers full service independent financial planning, based in Fayetteville, NY.
http://www.annwolfson.com
Antolino & Associates
Provides benefit management services and family wealth counseling.
http://www.antolino.com
Armchair Millionaire
Offers information and advice on long-term saving and investing.
http://www.armchairmillionaire.com/
Assante Corporation
Provider of financial and life management services.
http://www.assante.com/
AXA Advisors
Provides investment, retirement, and estate planning advice.
http://www.axaonline.com/
Ben Boykin & Associates
Offers financial consulting and planning services. Information on the firm and president provided. Based in White Plains, NY.
http://www.benboykinassociates.com/
Berson and Corrado
Provides tax planning, accounting and business advisory services.
http://www.bersonandcorrado.com/
Bessemer Trust
Offers wealth management services to high net worth individuals and select institutions.
https://www.bessemer.com/WebSite/PageLoad.asp?PageKey=WelcomeToBT
Braun Financial
Offers financial planning to a diverse group of individuals and families.
http://www.braunfinancial.com/
Brouwer & Janachowski
Provides financial analysis, asset preservation and estate planning.
http://www.fundmastery.com/pages/index.htm?SPID=9475&OrgID=476
Bryson Financial Group
Offers employee benefits, insurance planning, executive tax planning and estate planning services.
http://www.bryfi.com/
CCI Financial Consultants
Provides financial and retirement planning, and asset management services.
http://www.cciinternet.com
Chell FInancial Services
Provides financial planning services along with financial calculators and educational materials.
http://www.chellfinancial.com/
Clausell & Associates, P.C.
CPA provides accounting, tax and financial planning and consulting services.
http://www.clausellandassociates.com/
Clifton Gunderson LLP
Offers investment and cashflow analysis, college funding and retirement planning.
http://www.cliftonfinancial.com/Pages/index.htm?SPID=8026&OrgID=420
Consolidated Planning, Inc.
Specializes in providing financial information and knowledge to business owners and individuals.
http://www.cplanning.com/
Cornerstone Investment Services
Firm offers financial planning and retirement planning for investors looking for personalized investment advice. Based in Providence, RI.
http://www.cornerstoneri.com/
Crosspoint Consulting, Inc.
Provides financial advice to individuals and business owners on a fee-only basis.
http://www.crosspointconsulting.com/
David J. Boczar, CFA
Fee-based financial planning services include wealth accumulation and preservation and assisting clients to achieve their financial objectives.
http://www.davidjboczar.com/
Davidson Capital Management, Inc.
Fee-based investment management services for individual investors, corporations, pension and profit-sharing plans, foundations, and endowments.
http://www.davidsoncap.com/
Direct Advice
Financial advisor offers long-term financial and investment planning services.
http://www.directadvice.com/
Diversified Financial Consultants
Offers retirement planning, income protection, business planning and estate conservation.
http://www.dfc-de.org/pages/index.htm?SPID=5092&OrgID=298
DomParts.com
Provides financial planning for domestic partners.
http://domparts.com
EF Moody, Financial Planner
Comprehensive financial planning site designed for consumer knowledge and protection.
http://www.efmoody.com
Emerald Financial Services
Offers a wide range of financial planning, retirement planning and risk management services.
http://www.emeraldinc.com/
Expatriate Financial Services
International financial planning brokerage specialising in the financial affairs of expatriates.
http://www.efs.com.my/
Fiduciary Trust Company
Provides a range of personal financial planning and advisory services.
http://www.fiduciary-trust.com/
Financial Decisions Group
Provides financial programs in the areas of insurance, investments and lifestyle planning.
http://www.financialdecisionsgroup.net/
Financial Group of Central MN
Financial advisory firm offers life and health insurance services in addition to investment planning.
http://www.financialgroupmn.com
Financial Planners Index
Provides financial articles and information on obtaining a financial planner.
http://www.plannersindex.com/
Financial Planning Info.Net
Information on financial and estate planning, personal finance and money management.
http://www.financialplanninginfo.net/
Financial Security
Provides financial planning and wealth management services with the intent of increasing wealth while minimizing risk and tax burdens.
http://www.gofsg.com/
Financial Strategies
Provides financial planning and related services to businesses and individuals.
http://www.davidtwilson.com/
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.
http://www.firstfinancialgroup.com
First Union Securities
Provides investment consulting, trust services, retirement and financial planning.
http://www.pwm.ftusec.com/
FirsTrust
Provides fee-only private wealth management services.
http://www.firstrust.org/
Foundation Management Inc
Fee-only financial advisory group providing financial planning services.
http://www.financialmanagementinc.com/
FPtransitions
Focuses on the buying and selling of businesses, and selling a financial practice.
http://www.fptransitions.com/
Frank Russell Company
Provides financial planning for individuals and institutions around the world.
http://www.russell.com/
Getfinancialadvice.com
Provides financial planning with access to financial advisors across the United States
http://www.getfinancialadvice.com
Globalview Advisors LLC
Provides financial valuations, corporate finance advisory, and intellectual property valuations and transfer services.
http://www.globalviewadvisors.com/
H.D. Vest Financial Services
Lists over 7000 financial advisors offering tax and other financial planning consultations.
http://www.hdvest.com/
Herr Capital Management, LLC
Offers insurance, investment and financial planning services. Features articles, newsletters, calculators and glossary.
http://www.herrcapital.com/
Horst Group
Provides financial planning services for individuals, families and businesses.
http://www.horstgroup.com/
IARFC
An international association for registered financial planners.
http://www.iarfc.org/
InfoHQ Online CPA
Provides advice and services in all areas of personal financial management.
http://www.infohq.com/CPA/OnlineCPA.htm
ING USA
offers asset management, mutual funds, insurance and retirement planning.
http://www.ing-usa.com/
Kiplinger
Comprehensive center for personal finance advice and information.
http://www.kiplinger.com/
LEAP Systems Inc.
Offers a financial management and wealth creation system.
http://www.leapsystems.com
Lefton Financial Services
Presents a comprehensive guide for financial planning and money management.
http://www.leftylefton.com
Legacy Planning Group, Inc.
Offers financial planning services, retirement planning and investment management. Details on seminars, links to partners and financial resources.
http://www.investlpg.com/
Legend Financial Advisors, Inc.
Fee-only advisory firm providing financial planning and investment management to the affluent.
http://www.legend-financial.com/
Lincoln Financial Group
Provides financial planning and advisory services for individuals and businesses.
http://www.lfg.com
Mallard Asset Management Corp
Investment advisory firm offers portfolio management and financial planning services.
http://www.mallardadvisors.com/
McCusker and Associates
Offering financial planning and portfolio management services. Specializing in post-divorce financial issues.
http://www.mccuskerassociates.com/
Mercer Financial Planning
Offering financial planning and asset management services. Market commentary, seminars and publications.
http://www.mercerwealthsolutions.com.au/
Mexico Advisor
Provides cross-border financial planning for the American community in Mexico.
http://www.mexadv.com/
Mofinet
Offers spreadsheets for financial simulations in the field of project finance and corporate valuation.
http://www.mofinet.com
Monetary Stress Institute
Provides fee-only financial planning in the areas of investments, taxes and retirement.
http://www.monetarystress.com/yourloan/
Montauk Financial Group
Offers a full spectrum of investment products through independent brokers nationwide.
http://www.montaukfinancial.com
MorningstarAdvisor.com
Offers a learning center, editorials and forum discussions for financial planners.
http://advisor.morningstar.com/
My Financial Planning Guide
Retirement and financial planning guide offers information and online resources.
http://instant.pair.com/financialplanning/
myCFO
Provides comprehensive financing planning and advisory services.
http://www.mycfo.com/
NBS Companies
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
Net Worth Strategies
Offers financial planning software and services for fee-based financial planning professionals and consumers.
http://www.networthstrategies.com
Newport Capital Group
Boutique wealth management firm providing personalized portfolio management to high net worth individuals.
http://www.newportcapitalgroup.com/
Oliver Inc.
Writes and publishes textual books focusing on the securities and financial planning industries.
http://www.oliverincorp.com/
Omni Tax & Financial Advisors
Independent advisory firm specializes in personal financial planning, tax planning, asset management, retirement and estate planning.
http://www.omniadvisors.com
OND Financial Solutions
Firm specializes in retirement, estate, insurance, and charitable planning.
http://www.finsvcs.com/new/mmcustom6/
Our Family Manager
Provides wealth management, investment advice and financial planning.
http://www.ourfamilymanager.com/
Parsec Financial Management
Provides fee-based financial planning, retirement consulting and estate plans.
http://www.parsecfinancial.com/
Pinnacle Investments, Inc.
Offering financial planning advice to the general public including free consultation. Based in East Syracuse, New York.
http://www.pinnacleinvestments.com/
Planning Templates, Inc.
Offers a financial planning calculator suite that works with Microsoft Excel.
http://www.planningtemplates.com
Professional Capital Ltd.
Offering financial planning services to private clients, company directors and businesses. Specializing in investment, retirement and tax issues.
http://www.professionalcapital.co.uk/
Prudential
Provides financial planning information and tools.
http://www.prudential.com/
Raymond James Financial, Inc
Providing individual investors and corporations with investment, financial planning, investment banking and asset management services internationally.
http://www.raymondjames.com
Resource Analyst
Financial planning software for the professional planner.
http://www.resourceanalyst.com/
SaveWealth.com
Financial guide provides information on estate planning, tax reduction, wills, living trusts and retirement planning.
http://www.savewealth.com
ScenarioNow Inc.
A financial software and sales training company for financial advisors.
http://www.scenarionow.com/
SIBI Group
Financial planning boutique offering estate, investment and retirement planning.
http://www.sibigroup.com/
Spence, Driscoll & Company
Providing financial services to businesses and individuals throughout the United States.
http://www.spencedriscoll.com/
Stefans Associates
Tax and financial planning firm, catering to individuals and small businesses.
http://www.stefans-associates.com/
Strategic Financial Planning, Inc.
Independent, fee-only financial planning and investment advisory firm. Features guides, newsletter and calculators.
http://www.strategicfp.com/
StrattonTurner, LLC
Offers advice regarding retirement, investment, estate planning and employee benefits.
http://www.strattonturner.com/
Suncoast Financial Resources
Educates clients in the areas of protection, accumulation, and distribution of their financial resources.
http://www.suncoastfinancial.com/
Tax Deferred Services, Inc.
Provides turnkey retirement programs for non-profit and for-profit employers.
http://www.taxdeferredservices.com/
Tax Doctor
Provides tax and financial consulting services to individuals and businesses.
http://www.tax-doc.com/
The Ferrucci Company
Provides financial and estate planning, and investment management services.
http://www.ferruccicompany.com/
The Nautilus Group
Advisory firm offers estate and business planning, a service of New York Life.
http://www.newyorklife.com/nautilusgroup/
The Prosperitas Group
Independent multi-client family office specializing in centralized management and wealth stewardship services for successful individuals and families.
http://www.prosperitasgroup.com/
The-Adviser.com
Investment adviser providing money management and financial planning services.
http://www.the-adviser.com/
ThirdAge Planning
Resource site offers information and advice on investing, taxes, wills and retirement planning.
http://www.thirdage.com/insider/money/fleming/
VFA
Provider of facilities capital planning and management solutions.
http://www.vfa.com/
Zdenek Financial Planning Inc.
A fee-only personal financial planning and investment advisory firm. Includes profiles of executives and press coverage.
http://www.zdenek.com/
|