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DMOZ Internet Directory
Presented by
DMOZLive.com
Home
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Business
Financial Services
Financial Planning
Regional
United States
76 Sites
US-based (probably) and US-focused (always) financial planning businesses targeting individuals as clients.
Sites
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Strategic Capital Management
- Provides global asset management and investment advisory services.
Kiplinger
- A center for personal finance advice and information.
Herr Capital Management, LLC
- Offers insurance, investment and financial planning services. Features articles, newsletters, calculators and glossary.
Pauley Financial Services, Inc.
- Fee-only financial planning and investment advisory firm.
ACH Investment Group
- Provides financial planning services, insurance and educational seminars.
Adirondack Family Business Consultants, Inc.
- Offers business and family planning, estate and retirement planning, management and succession planning.
Allegheny Financial Group, Ltd.
- Investment advisor provides financial planning advice to individuals and businesses.
Ann Wolfson Associates
- Offers full service independent financial planning, based in Fayetteville, NY.
Antolino & Associates
- Provides benefit management services and family wealth counseling.
AXA Advisors
- Provides investment, retirement, and estate planning advice.
Berson and Corrado
- Provides tax planning, accounting and business advisory services.
Braun Financial
- Offers financial planning to a diverse group of individuals and families.
Bryson Financial Group
- Offers employee benefits, insurance planning, executive tax planning and estate planning services.
Cain Watters And Associates
- Provides financial services, consultation, monitoring and planning services.
Center for Financial Planning
- Financial planning and asset management firm for successful clients.
Consolidated Planning, Inc.
- Specializes in providing financial information and knowledge to business owners and individuals.
Core Asset Management Company
- Investment advisor offers both financial planning and asset management.
Cornerstone Investment Services
- Firm offers financial planning and retirement planning for investors looking for personalized investment advice. Based in Providence, RI.
Davidson Capital Management, Inc.
- Fee-based investment management services for individual investors, corporations, pension and profit-sharing plans, foundations, and endowments.
Dern Capital Management Corporation
- Investment advisory firm providing portfolio management and financial planning services.
EF Moody, Financial Planner
- A financial planning site designed for consumer knowledge and protection.
Emerald Financial Services
- Offers a wide range of financial planning, retirement planning and risk management services.
Expatriate Financial Services
- International financial planning brokerage specialising in the financial affairs of expatriates.
The Ferrucci Company
- Provides financial and estate planning, and investment management services.
Fiduciary Trust Company
- Provides a range of personal financial planning and advisory services.
Financial Group of Central MN
- Financial advisory firm offers life and health insurance services in addition to investment planning.
Financial Planners Index
- Provides financial articles and information on obtaining a financial planner.
Financial Planning Consultants, Inc.
- Support individuals and organizations that deliver planning and protection.
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.
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.
Fred Jurewicz Financial
- A financial planning and insurance provider in Shakopee, MN.
H.D. Vest Financial Services
- Lists over 7000 financial advisors offering tax and other financial planning consultations.
IARFC
- An international association for registered financial planners.
InfoHQ Online CPA
- Provides advice and services in all areas of personal financial management.
Knepp Financial Group, LLC
- Offers financial, investment, estate and retirement planning.
LEAP Systems Inc.
- Offers a financial management and wealth creation system.
Legend Financial Advisors, Inc.
- Fee-only advisory firm providing financial planning and investment management to the affluent.
Lincoln Financial Group
- Provides financial planning and advisory services for individuals and businesses.
Nashoba Financial Planning
- Provides fee-only financial planning and investment advice.
Net Worth Strategies
- Offers financial planning software and services for fee-based financial planning professionals and consumers.
Omni Tax & Financial Advisors
- Independent advisory firm specializes in personal financial planning, tax planning, asset management, retirement and estate planning.
Parsec Financial Management
- Provides fee-based financial planning, retirement consulting and estate plans.
Planning Templates, Inc.
- Offers a financial planning calculator suite that works with Microsoft Excel.
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.
Registered Financial Planners Institute
- Recognizes qualified individuals who are in the field of financial planning.
SaveWealth.com
- Financial guide provides information on estate planning, tax reduction, wills, living trusts and retirement planning.
SIBI Group
- Financial planning boutique offering estate, investment and retirement planning.
Strategic Financial Planning, Inc.
- Independent, fee-only financial planning and investment advisory firm. Features guides, newsletter and calculators.
VFA
- Provider of facilities capital planning and management solutions.
Globalview Advisors LLC
- Provides financial valuations, corporate finance advisory, and intellectual property valuations and transfer services.
Mallard Asset Management Corp
- Investment advisory firm offers portfolio management and financial planning services.
Mercer Financial Planning
- Offering financial planning and asset management services. Market commentary, seminars and publications.
Alpha Advisors
- Offers investment management within an integrated financial planning strategy, including tax, insurance, estate, and retirement planning.
Adirondack Asset Management, LLC
- Providing fee-only financial planning services and investment advice to individuals and families.
David J. Boczar, CFA
- Fee-based financial planning services include wealth accumulation and preservation and assisting clients to achieve their financial objectives.
Financial Security
- Provides financial planning and wealth management services with the intent of increasing wealth while minimizing risk and tax burdens.
Pinnacle Investments, Inc.
- Offering financial planning advice to the general public including free consultation. Based in East Syracuse, New York.
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.
Brownson, Rehmus, Foxworth Inc.
- Offers fee-based financial counseling to wealthy families and corporate executives.
Midwest Professional Planners, Ltd.
- Providing fee-based financial consulting and investment advisory services to clients in Wisconsin, Illinois and Minnesota.
Fast Financial Analysis Dot Com Inc.
- Offers free financial planning, debt management solutions and online financial advice.
The Association of Divorce Financial Planners
- Planners who focus on financial issues involved in the divorce process.
Oliver Inc.
- Writes and publishes textual books focusing on the securities and financial planning industries.
Diversified Financial Management, Inc.
- Specializing in financial planning for businesses and individuals.
ING USA
- offers asset management, mutual funds, insurance and retirement planning.
NPA Financial, LLC
- Provides distribution planning as well as full financial planning services.
Morningstar Advisor
- Offers a learning center, editorials and forum discussions for financial planners.
CTC | myCFO
- Provides financing planning and advisory services.
Edelman Financial Services LLC
- Financial planning resource on investing, insurance, taxes and estate planning.
Carter Financial Management
- Offering financial planning services in Dallas, Houston and Chicago.
Couture & Associates Financial Services
- Provides financial planning and money management services. Located in Sarasota, Florida.
Reliance Financial Services, N. A.
- Provides asset management, personal trust, and retirement plan administration.
Stefans Associates
- Tax and financial planning firm, catering to individuals and small businesses.
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See Also
College Financing
Business : Financial Services
50 Sites
Financial Services
North America : United States : Business and Economy
29 Sites
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