Alex Lai & Co. - Offers financial and insurance planning services. Features a calendar of events, links to related resources and online financial planning tools.
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.
Alpha Advisors - Offers investment management within an integrated financial planning strategy, including tax, insurance, estate, and retirement planning.
Ann Wolfson Associates - Offers full service independent financial planning, based in Fayetteville, NY.
AXA Advisors - Provides investment, retirement, and estate planning advice.
Ben Boykin & Associates - Offers financial consulting and planning services. Information on the firm and president provided. Based in White Plains, NY.
Berson and Corrado - Provides tax planning, accounting and business advisory services.
Bessemer Trust - Offers wealth management services to high net worth individuals and select institutions.
Braun Financial - Offers financial planning to a diverse group of individuals and families.
Cornerstone Investment Services - Firm offers financial planning and retirement planning for investors looking for personalized investment advice. Based in Providence, RI.
Crosspoint Consulting, Inc. - Provides financial advice to individuals and business owners on a fee-only basis.
David J. Boczar, CFA - Fee-based financial planning services include wealth accumulation and preservation and assisting clients to achieve their financial objectives.
Davidson Capital Management, Inc. - Fee-based investment management services for individual investors, corporations, pension and profit-sharing plans, foundations, and endowments.
Financial Planning Info.Net - Information on financial and estate planning, personal finance and money management.
Financial Security - Provides financial planning and wealth management services with the intent of increasing wealth while minimizing risk and tax burdens.
Financial Strategies - Provides financial planning and related services to businesses and individuals.
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.
First Union Securities - Provides investment consulting, trust services, retirement and financial planning.
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.
McCusker and Associates - Offering financial planning and portfolio management services. Specializing in post-divorce financial issues.
Mercer Financial Planning - Offering financial planning and asset management services. Market commentary, seminars and publications.
Mexico Advisor - Provides cross-border financial planning for the American community in Mexico.
Midwest Professional Planners, Ltd. - Providing fee-based financial consulting and investment advisory services to clients in Wisconsin, Illinois and Minnesota.
Mofinet - Offers spreadsheets for financial simulations in the field of project finance and corporate valuation.
Monetary Stress Institute - Provides fee-only financial planning in the areas of investments, taxes and retirement.
Montauk Financial Group - Offers a full spectrum of investment products through independent brokers nationwide.
MorningstarAdvisor.com - Offers a learning center, editorials and forum discussions for financial planners.
My Financial Planning Guide - Retirement and financial planning guide offers information and online resources.
myCFO - Provides financing planning and advisory services.
Pinnacle Investments, Inc. - Offering financial planning advice to the general public including free consultation. Based in East Syracuse, New York.
Planning Templates, Inc. - Offers a financial planning calculator suite that works with Microsoft Excel.
Professional Capital Ltd. - Offering financial planning services to private clients, company directors and businesses. Specializing in investment, retirement and tax issues.
The Prosperitas Group - Independent multi-client family office specializing in centralized management and wealth stewardship services for successful individuals and families.
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.
Strategic Financial Planning, Inc. - Independent, fee-only financial planning and investment advisory firm. Features guides, newsletter and calculators.
Zdenek Financial Planning Inc. - A fee-only personal financial planning and investment advisory firm. Includes profiles of executives and press coverage.
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