| Directory > Business > Financial Services > Financial Planning > Regional > United States 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/
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Williams Financial Services Group, Inc.
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.
Full service financial planning, insurance and securities firm.
http://www.advisorsquare.com/new/westbrookfinancial/
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Wessex
Service to private and corporate clients who require advice on investments, pensions, protection
and retirement planning.
http://www.wessexifa.co.uk
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Welcome to OMC Financial Services, LTD.
Practice specializes in investment management, estate planning, and retirement planning.
http://www.omcfinance.com/pages/index.htm?SPID=9788&OrgID=270
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Wealth Preservation Advisors
Provides planning for wealth accumulation and asset protection.
http://www.wealthadvisors.net/
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Wealth Advocacy Partners
Offers financial planning, investment consulting, insurance, and estate planning to the
Mid-Atlantic region.
http://www.wealthadvocacypartners.com/lea298/web/me.get?site.home&HOME
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Waterside Financial Services
Provides tax planning strategies for traders and investors.
http://www.taxtrader.com/
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VFA
Provider of facilities capital planning and management solutions.
http://www.vfa.com/
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Turning Point Financial Counseling
Non-profit Christian organization offers a debt reduction program that is free to join.
http://www.turningpoint.org
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Trafalgar Financial Services Ltd
Providing a planning service, either commission or fee based, to both private and corporate
clients.
http://www.trafalgarfs.com/
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ThirdAge Planning
Resource site offers information and advice on investing, taxes, wills and retirement planning.
http://www.thirdage.com/insider/money/fleming/
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The-Adviser.com
Investment adviser providing money management and financial planning services.
http://www.the-adviser.com/
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Tax Doctor
Provides tax and financial consulting services to individuals and businesses.
http://www.tax-doc.com/
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Tax Deferred Services, Inc.
Provides turnkey retirement programs for non-profit and for-profit employers.
http://www.taxdeferredservices.com/
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StrattonTurner, LLC
Offers advice regarding retirement, investment, estate planning and employee benefits.
http://www.strattonturner.com/
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Strategic Financial Planning, Inc.
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
Provides global asset management and investment advisory services.
http://www.scmag.com/
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Stephen B. York Consulting
Offering estate and financial planning services, including life insurance, annuities, Medicare
supplement insurance, and long term care insurance.
http://www.syorkconsulting.com/
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Stefans Associates
Tax and financial planning firm, catering to individuals and small businesses.
http://www.stefans-associates.com/
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Stavis, Margolis Advisory Services
Offers investment, retirement, estate planning and business succession planning.
http://www.stavismargolis.com/
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Spence, Driscoll & Company
Providing financial services to businesses and individuals throughout the United States.
http://www.spencedriscoll.com/
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Singer Xenos Wealth Management
Provides fee-based financial planning and investment management in the South Florida area.
http://www.singerxenos.com/Advisors/singerxenos/
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Silk Mouse Solutions, LLC
Offering financial analysis and planning software.
http://www.financialnumerics.com/
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Signature Financial Management, Inc.
Financial management firm servicing persons of significant net worth.
http://www.sigfin.com/
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SIBI Group
Financial planning boutique offering estate, investment and retirement planning.
http://www.sibigroup.com/
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ScenarioNow Inc.
A financial software and sales training company for financial advisors.
http://www.scenarionow.com/
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SaveWealth.com
Financial guide provides information on estate planning, tax reduction, wills, living trusts and
retirement planning.
http://www.savewealth.com
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Saunoris Financial Services
Provides an array of financial services and business advisory services.
http://www.wisconsinfinancial.com/saunoris/
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SAK Financial
Provides business succession, wealth diversification, estate planning and tax strategies.
http://www.sakfinancial.biz/
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RJB Financial
Offers free financial planning and investor education.
http://www.rjbfinancial.com/
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Resource Analyst
Financial planning software for the professional planner.
http://www.resourceanalyst.com/
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Relaince Financial Services, N. A.
Provides asset management, personal trust, and retirement plan administration.
http://www.reliancefs.com/
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Registered Financial Planners Institute
Recognizes qualified individuals who are in the field of financial planning.
http://www.rfpi.com/
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Raymond James Financial, Inc
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
Provides financial planning information and tools.
http://www.prudential.com/
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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/
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Premier Investment Advice
Provides clients with financial security through investment management and estate planning
services.
http://www.premieradvice.com
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Platinum Bullets
Capital accumulation and capital distribution planning program for doctors only.
http://www.pbullets.com/
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Planning Templates, Inc.
Offers a financial planning calculator suite that works with Microsoft Excel.
http://www.planningtemplates.com
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Pauley Financial Services, Inc.
Fee-only financial planning and investment advisory firm.
http://www.pauleyfinancial.com/
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Parsec Financial Management
Provides fee-based financial planning, retirement consulting and estate plans.
http://www.parsecfinancial.com/
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Our Family Manager
Provides wealth management, investment advice and financial planning.
http://www.ourfamilymanager.com/
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OND Financial Solutions
Firm specializes in retirement, estate, insurance, and charitable planning.
http://www.finsvcs.com/new/mmcustom6/
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Omni Tax & Financial Advisors
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.
Writes and publishes textual books focusing on the securities and financial planning industries.
http://www.oliverincorp.com/
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OI Advisor
Provides financial planning and monitoring, customized portfolio building, stock and bond
recommendations.
http://www.oiadvisor.com/
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Officers Counseling and Planning Group
Provides insurance and financial planning services for individuals and municipal workers.
http://www.finsvcs.com/karpf
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Oak Securities LP
Provides financial planning for high net-worth individuals and small business owners.
http://www.oaksecurities.com/
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Nickerson Financial Services, Inc.
Provides personal financial planning services for a fee.
http://www.nickersonfinancial.com/index.cfm
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Nicholas S. Peters
Offers financial planning, legal services, and employee financial education services.
http://www.nicholaspeters.com/
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Net Worth Strategies
Offers financial planning software and services for fee-based financial planning professionals and
consumers.
http://www.networthstrategies.com
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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
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The Nautilus Group
Advisory firm offers estate and business planning, a service of New York Life.
http://www.thenautilusgroup.com
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National Planning Associates
Provides distribution planning as well as full financial planning services.
http://www.nationalplanning.com/
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Nashoba Financial Planning
Provides fee-only financial planning and investment advice.
http://www.nashobafinancialplanning.com/
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Nainiger Financial Services
Specializes in individual investors, small company pension planning, and tax planning.
http://www.nainiger.com/
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myCFO
Provides comprehensive financing planning and advisory services.
http://www.mycfo.com/
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My Financial Planning Guide
Retirement and financial planning guide offers information and online resources.
http://instant.pair.com/financialplanning/
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MorningstarAdvisor.com
Offers a learning center, editorials and forum discussions for financial planners.
http://www.morningstaradvisor.com/
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Montauk Financial Group
Offers a full spectrum of investment products through independent brokers nationwide.
http://www.montaukfinancial.com
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Money Gym
Offers workshops, one-on-one tutoring sessions, and conferences in San Jose and San Francisco Bay
Area. Includes specific courses for women and investing.
http://www.financially-fit.com/
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Monetary Stress Institute
Provides fee-only financial planning in the areas of investments, taxes and retirement.
http://www.yourloans.org/
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Mofinet
Offers spreadsheets for financial simulations in the field of project finance and corporate
valuation.
http://www.mofinet.com
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Mexico Advisor
Provides cross-border financial planning for the American community in Mexico.
http://www.mexadv.com/
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Mercer Financial Planning
Offering financial planning and asset management servces. Market commentary, seminars and
publications.
http://www.mercerfp.com/
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Mallard Asset Management Corp
Investment advisory firm offers portfolio management and financial planning services.
http://www.mallardasset.com/
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Lincoln Financial Group
Provides financial planning and advisory services for individuals and businesses.
http://www.lfg.com
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Legend Financial Advisors, Inc.
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.
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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Legacy Builders Resource Group LLC
Providing financial and estate planning services, portfolio design and management.
http://www.legacyresource.com/
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Lefton Financial Services
Presents a comprehensive guide for financial planning and money management.
http://www.leftylefton.com
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Lee Financial Corporation
A fee-only financial planning and investment management firm, servicing high net-worth individuals.
http://www.leefincorp.com/
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LEAP Systems Inc.
Offers a financial management and wealth creation system.
http://www.leapsystems.com
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Knepp Financial Group, LLC
Offers financial, investment, estate and retirement planning.
http://www.kneppfinancial.com/
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Kiplinger
Comprehensive center for personal finance advice and information.
http://www.kiplinger.com/
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Jones, Coggins & Jones, Inc.
Financial advisor offers financial planning, portfolio management and insurance management
services.
http://www.jonescoggins.com/
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Jasam Financial Planning, Inc.
Offers insurance, securities, and financial planning services.
http://www.jasam.com/
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iVillage MoneyLife
Financial planning site for women, includes a comprehensive investment section and strategies for a
rich retirement.
http://www.ivillagemoneylife.com/
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Inter Alliance PLC
Offers personal and corporate financial planning services. Features advice centre and contact
details.
http://www.inter-alliance.co.uk/
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ING USA
offers asset management, mutual funds, insurance and retirement planning.
http://www.ing-usa.com/
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InfoHQ Online CPA
Provides advice and services in all areas of personal financial management.
http://www.infohq.com/CPA/OnlineCPA.htm
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ImageOne
Matches consumers to a network of thousands of accountants and financial advisors.
http://www.1800imageone.com/
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IARFC
An international association for registered financial planners.
http://www.iarfc.org/
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I Financial Plan, Inc
Fee-only financial advisor offers financial planning services.
http://www.ifinancialplan.com/
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Hurford Financial Planning
Providing portfolio management and financial planning services. Westlake Village, CA, USA.
http://hurfordfinancial.com/
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Horst Group
Provides financial planning services for individuals, families and businesses.
http://www.horstgroup.com/
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Herr Capital Management, LLC
Offers insurance, investment and financial planning services. Features articles, newsletters,
calculators and glossary.
http://www.herrcapitalmanagement.com/
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H.D. Vest Financial Services
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.
Provides financial planning and education services. Features news, articles, links to related
resources and calculators.
http://ashbyandhughes.com/
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GMB Capital Management
Offers financial planning, asset management, and trust and manager search services.
http://www.gmbmanagement.com/
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Getfinancialadvice.com
Provides financial planning with access to financial advisors across the United States
http://www.getfinancialadvice.com
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Genesis Press
A resource site for both financial counselors and those seeking personal money management books and
materials.
http://www.financialcounseling.net
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Gassman & Golodny LLP
Provides comprehensive financial management and advisory services.
http://www.gassmangolodny.org/pages/index.htm?SPID=9138&OrgID=465
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Futrell Financial Management
Offers wealth and estate management strategies and business growth planning.
http://www.futrellfinancial.com/
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Fred Jurewicz Financial
A financial planning and insurance provider in Shakopee, MN.
http://www.fjfinancial.com
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Frank Russell Company
Provides financial planning for individuals and institutions around the world.
http://www.russell.com/
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FPtransitions
Focuses on the buying and selling of businesses, and selling a financial practice.
http://www.fptransitions.com/
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Foundation Management Inc
Fee-only financial advisory group providing financial planning services.
http://www.financialmanagementinc.com/
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FirsTrust
Provides fee-only private wealth management services.
http://www.firstrust.org/
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First Union Securities
Provides investment consulting, trust services, retirement and financial planning.
http://www.pwm.ftusec.com/
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First Financial Software, Inc.
Provides financial planning software for retirement, insurance, education, and estate planning.
http://www.fplan.com/
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First Financial Planners, Inc.
Provides fee-based retirement, tax, and investment planning.
http://www.firstfinancialplanners.com/
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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
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Finesco Associates, Inc.
Provides financial planning and advisory services.
http://www.finesco.cc/
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FinanciallyFit.com
Offers financial and money management programs and courses.
http://www.financiallyfit.com/
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Financial Workshops Associates
Offers workshops teaching personal financial management skills.
http://www.financialworkshops.org/
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Financial Strategies
Provides financial planning and related services to businesses and individuals.
http://www.davidtwilson.com/
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Financial Resources to Wealth
Provides debt restructuring, estate and retirement planning, and budget management.
http://www.resourcestowealth.com/
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Financial Planning Interactive
A hub for financial planners and investment advisers to interact.
http://www.financial-planning.com
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Financial Planning Info.Net
Information on financial and estate planning, personal finance and money management.
http://www.financialplanninginfo.net/
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Financial Planning Consultants, Inc.
Support individuals and organizations that deliver planning and protection.
http://www.financialsoftware.com
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Financial Planning Association
Non-profit organization educates the public on the benefits of financial planning.
http://www.fpa-hudson.org/
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Financial Planners Index
Provides financial articles and information on obtaining a financial planner.
http://www.plannersindex.com/
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Financial Group of Central MN
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
Provides financial programs in the areas of insurance, investments and lifestyle planning.
http://www.financialdecisionsgroup.net/
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Financial Counselor Notebook
Contains worksheets and information to organize and gain control of finances.
http://www.fcn.com/
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Fiduciary Trust Company
Provides a range of personal financial planning and advisory services.
http://www.Fiduciary-trust.com
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The Ferrucci Company
Provides financial and estate planning, and investment management services.
http://www.ferruccicompany.com/
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Fast Financial Analysis Dot Com, Inc.
Educates and informs clients about their financial situation and options.
http://www.fastfa.com/
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Expatriate Financial Services
International financial planning brokerage specialising in the financial affairs of expatriates.
http://www.efs.com.my/
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Executive Financial Group, Inc.
Provides businesses and individuals with financial, estate and investment planning.
http://www.execfinancialgroup.com/
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En Passant Financial Planning, LLC
Offering financial planning advice to the general public including free consultation.
http://www.enpassantllc.com/
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Emerald Financial Services
Offers a wide range of financial planning, retirement planning and risk management services.
http://www.emeraldinc.com/
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Efinancialplanninginfo
Provides a wide range of financial planning services.
http://www.efinancialplanninginfo.com/
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EF Moody, Financial Planner
Comprehensive financial planning site designed for consumer knowledge and protection.
http://www.efmoody.com
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Edward Licciardi Financial Services
Offers financial planning, investment and tax services.
http://www.elplanning.com
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Edelman Financial Services Inc.
Financial planning resource on investing, insurance, taxes and estate planning.
http://www.ricedelman.com/
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DomParts.com
Provides financial planning for domestic partners.
http://domparts.com
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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
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Director's Financial Group
Fee-only financial services firm acting as an investment advisor, fiduciary and consultant.
http://www.directorsfinancial.com/
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Direct Advice
Financial advisor offers long-term financial and investment planning services.
http://www.directadvice.com/
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Dern Capital Management Corporation
Investment advisory firm providing portfolio management and financial planning services.
http://www.derncapital.com/index.asp
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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/
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Daniel M. Smith, JD, FBS
Financial advisor offers a wide array of financial planning services for families.
http://www.finsvcs.com/new/dansmith/
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Couture & Associates Financial Services
Provides financial planning and money management services.
http://www.couturefinancial.com/
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Cornerstone Investment Services
Firm offers financial planning and retirement planning for investors looking for personalized
investment advice.
http://www.cornerstoneri.com/
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Core Asset Management Company
Investment advisor offers both financial planning and asset management.
http://www.coreasset.com/
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Consolidated Planning, Inc.
Specializes in providing financial information and knowledge to business owners and individuals.
http://www.cplanning.com/
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Clifton Gunderson LLP
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.
CPA provides accounting, tax and financial planning and consulting services.
http://www.clausellandassociates.com/
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Chell FInancial Services
Provides financial planning services along with financial calculators and educational materials.
http://www.chellfinancial.com/
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Center for Financial Planning
Financial planning and asset management firm for successful clients.
http://www.centerfinplan.com/
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CCI Financial Consultants
Provides financial and retirement planning, and asset management services.
http://www.cciinternet.com
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Carter Financial Management
Offering extensive financial planning services.
http://www.cascfm.com/
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The Capital Alliance Group
Provides charitable organizations with financial planning.
http://www.capitalalliance.com
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Campbell & Associates
Provides fee based financial planning to individuals, families and small businesses.
http://www.campbell-associates-financial-planning.com/
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Cain Watters And Associates
Provides financial services, consultation, monitoring and planning services.
http://www.cainwatters.com/
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Bryson Financial Group
Offers employee benefits, insurance planning, executive tax planning and estate planning services.
http://www.bryfi.com/
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Brownson, Rehmus, Foxworth Inc.
Offers fee-based financial counseling to wealthy families and corporate executives.
http://www.brfinc.com/index.htm
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Brouwer & Janachowski
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
Offers financial planning to a diverse group of individuals and families.
http://www.braunfinancial.com/
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Bessemer Trust
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
Provides tax planning, accounting and business advisory services.
http://www.bersonandcorrado.com/
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Ben Boykin & Associates
Offers financial consulting and planning services.
http://www.benboykinassociates.com/
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AXA Advisors
Provides investment, retirement, and estate planning advice.
http://www.axaonline.com/
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Assante Corporation
Provider of financial and life management services.
http://www.assante.com/
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Armchair Millionaire
Offers information and advice on long-term saving and investing.
http://www.armchairmillionaire.com/
Reviews Rating: Not yet Rated
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Applied Financial Planning
Provides tax planning, preparation and financial planning.
http://www.execusite.com/AppliedFinancial/
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Antolino & Associates
Provides benefit management services and family wealth counseling.
http://www.antolino.com
Reviews Rating: Not yet Rated
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Annuity Financial Services
Offers programs for the professional in the financial service arena.
http://www.annuityfinancial.com/
Reviews Rating: Not yet Rated
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Ann Wolfson Associates
Offers full service independent financial planning, based in Fayetteville, NY.
http://www.annwolfson.com
Reviews Rating: Not yet Rated
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AME Consulting & Associates
International financial planning for professional sports athletes and corporations.
http://www.ameconsulting.com/
Reviews Rating: Not yet Rated
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Allegiance Financial Group, Inc.
Provides estate, income tax, charitable gift and retirement planning.
http://www.allegiancegroup.com/
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Allegheny Financial Group, Ltd.
Investment advisor provides financial planning advice to individuals and businesses.
http://www.alleghenyfinancial.com/
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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/
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AG Financial Services Group
Provides financial planning and financing to Christian-related causes.
http://www.agfsg.org/
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Advies Associates
An introduction to creating personal wealth strategies.
http://www.advies-associates.com/
Reviews Rating: Not yet Rated
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Adirondack Family Business Consultants, Inc.
Offers business and family planning, estate and retirement planning, management and succession
planning.
http://www.adkfamilybusiness.com/
Reviews Rating: Not yet Rated
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ACH Investment Group
Provides financial planning services, insurance and educational seminars.
http://www.achinvest.com/
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Access Financial Planning, Inc.
Registered investment advisor offers full-service financial planning services.
http://www.afplan.net/
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The Abacus Financial Services Group
Provides a range of private and corporate client wealth management services.
http://www.abacusglobal.com/
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