Certified Financial Planners Financial Planning Financial Services

Certified Financial Planners

Contains listings of planners who are Certified Financial Planner (CFP) licensees. This designation is issued by the Certified Financial Planner Board of Standards, Inc. Individuals must pass an exam devised by the CFP Board and continue to meet its practice standards reequirements.

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• - Offers financial planning services, retirement plans, estate planning, and investment management. Provides quaterly investment reviews, research data and industry news.
  
• - Provides retirement planning, college funding, and financial planning services.
  
• - Offers investments, divorce planning, wealth management, and retirement planning.
  
• - Financial planning and registered investment advisory services.
  
• - Fee-only tax planning and preparation, estate planning, insurance and investments.
  
• - Provides financial services to individuals and businesses.
  
• - Offers financial planning to individuals, corporations and institutions.
  
• - Providing financial planning and asset management services. Features articles and links to financial resources and services.
  
• - Offering comprehensive financial planning and investment management services.
  
• - Financial planning and investment advisory firm offering retirement and tax planning.
  
• - Fee only financial planning firm based in Lexington, Massachusetts.
  
• - Helps recipients of financial windfalls with their new financial position.
  
• - Financial planner offers financial advice to individuals and small businesses.
  
• - Offers fee-only asset management and investment advising, tax preparation and estate planning.
  
• - Providing financial, estate and retirement planning and investment advisory services on a fee-only basis. description of services, links to financial resources.
  
• - Certified Financial Planner and CPA offering estate and tax planning.
  
• - Provides financial planning, investment products and free tools and information.
  
• - Advisor provides financial planning, plan administration, and investment management.
  
• - Features product and service overview, mailing list and financial links.
  
• - Fee-only financial planners offers investment advice and articles.
  
• - SEC-registered firm provides fee-only financial planning.
  
• - Provides financial planning products and services and wealth accumulation strategies.
  
• - Organization comprised solely of CFP licensees.
  
• - Offers financial planning resources for the small business owner and individual investor.
  
• - Offers investment, retirement and financial management to individuals, families, and corporations.
  
• - Provides personal financial planning services in Australia.
  
• - Offer fee-only financial planning services and investment management. Features newsletters and information on public workshops.
  
• - CFP provides portfolio management and financial planning services.
  
• - Provides investment and retirement planning services.
  
• - Offers portfolio and asset management, equity trading, research and market analysis.
  
• - Offers financial, estate, retirement and business planning services. Features articles, links, planning strategies, and investment calculators.
  
• - Provides domestic and international financial, retirement and estate planning.
  
• - Offering financial planning and tax advisory services to individuals, families and businesses.
  
• - Fee-only financial planning and investment advisory firm.
  
• - Provides comprehensive financial planning and investment management services.
  
• - Certified financial planner is a fee-only financial planning firm.
  
• - Focusing on investments, insurance, and money management.
  
• - Offers articles, market updates, discussion areas, and financial planning services.
  
• - Provides financial planning, divorce planning and asset management services.
  
• - Offering investment management and financial and retirement planning services.
  
• - Offers full range of financial planning products and services.
  
• - Specializes in personal financial, tax and estate planning and consulting.
  
• - The Canadian regulatory organization awarding the Certified Financial Planner designation.
  
• - CFP assists with tax problems, estate planning and trusts.
  
• - A certified financial planner and a registered investment advisor. Providing fee-based counseling in the areas of comprehensive financial planning and asset management.
  
• - Advisory firm providing portfolio management and financial planning services.
  
• - Provides financial planning and investment services.
  
• - Provides fee-only financial planning and advice.
  
• - Offering financial planning and investment advisory services, including insurance planning, risk management, budgeting, income tax and college planning, education funds, debt and money management.
  
• - Offers advice in the areas of estate and retirement planning, and planned giving.
  
• - Fee-only experts based in London, England and Denver, CO., USA, serving the international community.
  
• - Rockville, MD firm offers financial planning to people in the process of divorce.
  
• - Providing portfolio management and financial planning services.
  
• - Hadley, Massachusetts firm offers fee-only financial planning services.
  
• - Financial planners and advisors located in Overland Park, KS.
  
• - Provides fee-only financial planning, investment management and tax preparation.
  
• - Certified personal wealth managers.
  
• - Provides financial planning, tax preparation services and educational resources.
  
• - Providing financial planning for individuals, businesses and organizations.
  
• - Specializes in providing fee-only financial planning and investment advice.
  
• - Specializing in retirement, estate and corporate planning. Company information, staff profiles.
  
• - Specialising in investment planning and asset management services for private clients.
  
• - Provides financial planning for clients experiencing the dissolution of their marriage.
  
• - Provider of financial, retirement, and estate planning services, also bank custodian and family office services. Features quaterly market commentaries.
  
• - Features portfolio management and financial planning services.
  
• - Financial advisor providing portfolio management and financial planning services.
  
• - Fee-based financial planning for Christian families, businesses and ministries.
  
• - Fee-only investment management, financial planning and charitable consulting.
  
• - Fee-only serives include tax and retirement planning, college funding, and estate planning.
  
• - Provides insurance services, investment and retirement planning, and college funding.
  
• - Fee-only financial and wealth management firm.
  
• - New York CPA and CFP assisting with personal estate, investment, and financial planning.
  
• - Provides fee-only financial planning, investment management and corporate seminars.
  
• - Provides financial planning services and investment products.
  
• - Provides fee-only financial planning, investment advisory, and estate planning services by CPAs and CFPs.
  
• - Services includes estate preservation, college planning and retirement planning.
  
• - Provides advice and solutions in the areas of financial, retirement and estate planning. Specializes in severance and early retirement situations. Features investments and retirement savings calculators.
  
• - Provides tax and financial planning services.
  
• - Offers comprehensive, holistic financial planning to clients on a fee-only basis.
  
• - Focusing on the investing needs of retirees and soon-to-be retirees.
  
• - CFP offers financial services to Greater Toronto, Muskoka and Haliburton Highlands.
  
• - Providing fee only financial and estate planning, investment management services. Features company information and an archive of publications.
  
• - Provides financial planning services for individuals and small business. Features fee schedule and contact details.
  
• - Offers financial and investment advice to individuals and families on a fee-only basis.
  
• - Provides investment advisory and tax and estate planning services.
  
• - Offers retirement, investment and estate planning services. Based in Cape Town, South Africa.
  
• - Provides fee-only financial planning and investment advice to individuals and organizations. Description of services and contact details.
  
• - Assists investors in a full-range of financial and estate services.
  
• - Providing financial planning services. Specializing in retirement and divorce planning, and investment advisory. Financial articles and links.
  
• - Provides financial, retirement and estate planning, investment and insurance advisory services. Features a list of offering products, links to financial resources.
  
• - Provides fee-only financial planning services and educational articles.
  
• - Group for fee-only planners to enhance their own skills, market their services and be a part of a collective, influential voice on matters that affect them and their clients. History, bylaws, officers, awards and achievements, and contact information.
  
• - Specializing in financial planning, retirement services, investment management and portfolio management.
  
• - Windsor, Ontario. Specializing in comprehensive written financial plans.
  
• - Provides fee-only financial planning and life planning. Includes hourly, project-based, and retainer services. Links to related Web resources.
  
• - CFP providing investment advice and financial planning services.
  
• - Financial project management and financial planning consultant located in Dallas, TX.
  
• - Providing fee-only wealth management services.
  
• - Provides education for financial, investment and retirement planning.
  
• - Provides advice in the areas of investment, estate, insurance and tax planning.
  
• - Retirement accumulation and distribution specialist.
  
• - Provides portfolio management and fee-only financial planning services.
  
• - Offers advice on investing, mutual funds, retirement planning, life insurance. Features principals' profiles and articles.
  
• - Fee-only financial planning and advisory. Description of services, newsletter and links to financial resources.
  
• - Provides an exam prep for those taking the Level I, II, or III CFA exams.
  
• - Offers a full range of financial planning services.
  
• - Investment advisory firm providing portfolio management and financial planning.
  
• - Provides fee-only financial planning and investment advice for middle-income clients.
  
• - Provides retirement and estate planning, as well as investment advisory services.
  
• - Offering financial planning, estate planning, investment management and individual consulting services.
  
• - Offeringing portfolio management, investment advice and financial planning.
  
• - Providing fee-only financial planning and analysis for individuals in the process of divorce and other transitions.
  
• - Offers financial planning and consultation services.
  
• - Offers investment and retirement planning services.
  
• - Providers of fee-based financial planning and investment advisory services for senior citizens and retirees.
  
• - A fee-only financial planning and investment advisory firm.
  
• - Provides hourly financial planning services and investment advice. Contains company information, and articles of financial education.
  
• - Offers retirement, tax, estate, and investment planning services. Specializes in investment policies for individuals and institutional investors.
  
• - Provides financial advice to professionals, small business owners, retirees and individuals.
  
• - Provides fee-only financial planning and investment advisory services.
  
• - Provides fee-based investment management and financial planning in Minnesota and Wisconsin.
  
• - Providing portfolio and wealth management services.
  
• - Combines financial and estate planning services, insurance Retirement planning.
  
• - Offers comprehensive financial planning and investment services.
  
• - Fee-only CFPs provide financial planning and investment advice to individuals and families.
  
• - Offers financial planning, portfolio management and retirement planning services.
  
• - Financial planning and investment advisory firm. Principals profiles, fee description.
  
• - Provides fee-only financial planning and investing. Securities offered through Charles Schwab Institutional.
  
• - Offering advisory services on financial planning and investment management. Specializing in retirement plans and college financial planning.
  
• - Specializing in the financial concerns of women.
  
• - Providing investment, tax planning, retirement planning, and estate planning services.
  
• - Offers Canadians information in the areas of retirement, estate, tax and investment planning.
  
• - Fee-based CFP firm provides life planning and financial planning services.
  
• - Provides financial planning, management, and investment services.
  
• - Fee only investment advisor firm providing asset management services to high net worth clientele.
  
• - Provides fee-only financial planning, specializing in retirement planning.
  
• - The FPA has compiled the information in this referral directory from materials submitted by its members and cannot guarantee its accuracy, reliability or completeness.
  
• - A fee-only financial planning firm in Atlanta, Georgia.
  
• - Offers financial planning and investment management services. Features links to educational resources.
  
• - Provides fee-only investment, financial and stewardship guidance including asset management services.
  
• - CFP provides fee-only financial planning services.
  
• - Provides investment advice, portfolio management and college planning.
  
• - Provides business succession planning services to capital intensive, family businesses.
  
• - Offers the latest information on financial planning both to the public and pratitioners.
  
• - Fee-only financial planning firm located in San Luis Obispo, California.
  
• - Offers planning and investment advisory services. Specializes in tax planning, insurance, and education.
  
• - Provides financial planning, divorce planning and asset management.
  
• - Fee-based managed accounts, retirement planning, and educational and fund strategies.
  
• - Investment advisory firm providing portfolio management and financial planning services.
  
• - Provides financial and IRA planning services.
  
• - Provides individual financial planning services and implements corporate retirement plans including 412(i) plans.
  
• - Providing investment and financial advice, and portfolio management.
  
• - Comprehensive financial planning and advisory firm.
  
  

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