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• The Abacus Financial Services Group - Provides a range of private and corporate client wealth management services.
• Access Financial Planning, Inc. - Registered investment advisor offers full-service financial planning services.
• 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.
• Advies Associates - An introduction to creating personal wealth strategies.
• Advisor World - Matches consumers to a network of thousands of accountants and financial advisors.
• AG Financial Services Group - Provides financial planning and financing to Christian-related causes.
• Alcar Group Inc - Offers a software system that facilitates many aspects of financial planning.
• Allegheny Financial Group, Ltd. - Investment advisor provides financial planning advice to individuals and businesses.
• Allegiance Financial Group, Inc. - Provides estate, income tax, charitable gift and retirement planning.
• AmTrust Inversiones - Offers financial and investment services to Latin American clients.
• Ann Wolfson Associates - Offers full service independent financial planning, based in Fayetteville, NY.
• Annuity Financial Services - Offers programs for the professional in the financial service arena.
• Antolino & Associates - Provides benefit management services and family wealth counseling.
• Applied Financial Planning - Provides tax planning, preparation and financial planning.
• Armchair Millionaire - Offers information and advice on long-term saving and investing.
• Assante Corporation - Provider of financial and life management services.
• AXA Advisors - Provides investment, retirement, and estate planning advice.
• 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.
• Brouwer & Janachowski - Provides financial analysis, asset preservation and estate planning.
• Brownson, Rehmus, Foxworth Inc. - Offers fee-based financial counseling to wealthy families and corporate executives.
• 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.
• Campbell & Associates - Provides fee based financial planning to individuals, families and small businesses.
• The Capital Alliance Group - Provides charitable organizations with financial planning.
• Carter Financial Management - Offering extensive financial planning services.
• CCI Financial Consultants - Provides financial and retirement planning, and asset management services.
• Center for Financial Planning - Financial planning and asset management firm for successful clients.
• Chell FInancial Services - Provides financial planning services along with financial calculators and educational materials.
• Clausell & Associates, P.C. - CPA provides accounting, tax and financial planning and consulting services.
• Clifton Gunderson LLP - Offers investment and cashflow analysis, college funding and retirement planning.
• 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.
• Couture & Associates Financial Services - Provides financial planning and money management services.
• CTC Financial Services - Financial services and retirement planning for businesses and families.
• Daniel M. Smith, JD, FBS - Financial advisor offers a wide array of financial planning services for families.
• 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.
• Direct Advice - Financial advisor offers long-term financial and investment planning services.
• Director's Financial Group - Fee-only financial services firm acting as an investment advisor, fiduciary and consultant.
• Diversified Financial Consultants - Offers retirement planning, income protection, business planning and estate conservation.
• Diversified Financial Management - Professional services including financial, business and estate planning.
• DomParts.com - Provides financial planning for domestic partners.
• Edelman Financial Services Inc. - Financial planning resource on investing, insurance, taxes and estate planning.
• Edward Licciardi Financial Services - Offers financial planning, investment and tax services.
• EF Moody, Financial Planner - Comprehensive financial planning site designed for consumer knowledge and protection.
• Efinancialplanninginfo - Provides a wide range of financial planning services.
• Emerald Financial Services - Offers a wide range of financial planning, retirement planning and risk management services.
• ESOP Alliance, LLC - Provides ESOP programs, from appraisal to attorneys.
• Executive Financial Group, Inc. - Provides businesses and individuals with financial, estate and investment planning.
• Expatriate Financial Services - International financial planning brokerage specialising in the financial affairs of expatriates.
• Fast Financial Analysis Dot Com, Inc. - Educates and informs clients about their financial situation and options.
• Fiduciary Trust Company - Provides a range of personal financial planning and advisory services.
• Financial Counselor Notebook - Contains worksheets and information to organize and gain control of finances.
• Financial Decisions Group - Provides financial programs in the areas of insurance, investments and lifestyle planning.
• Financial Group of Central MN - Financial advisory firm offers life and health insurance services in addition to investment planning.
• The Financial Letters - Do your own financial planning with consumer-based information.
• Financial Planners Index - Provides financial articles and information on obtaining a financial planner.
• Financial Planning Association - Non-profit organization educates the public on the benefits of financial planning.
• Financial Planning Consultants, Inc. - Support individuals and organizations that deliver planning and protection.
• Financial Planning Info.Net - Information on financial and estate planning, personal finance and money management.
• Financial Planning Interactive - A hub for financial planners and investment advisers to interact.
• Financial Resources to Wealth - Provides debt restructuring, estate and retirement planning, and budget management.
• Financial Strategies - Provides financial planning and related services to businesses and individuals.
• Financial Workshops Associates - Offers workshops teaching personal financial management skills.
• FinanciallyFit.com - Offers financial and money management programs and courses.
• 4FinancialPlanning - Offers a guide to financial planning, includes links to sites related to this subject.
• Finesco Associates, Inc. - Provides financial planning and advisory services.
• 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 Financial Planners, Inc. - Provides fee-based retirement, tax, and investment planning.
• First Financial Software, Inc. - Provides financial planning software for retirement, insurance, education, and estate planning.
• First Union Securities - Provides investment consulting, trust services, retirement and financial planning.
• FirsTrust - Provides fee-only private wealth management 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.
• Futrell Financial Management - Offers wealth and estate management strategies and business growth planning.
• Future Planners - Offers financial management services to families and individuals.
• Gassman & Golodny LLP - Provides comprehensive financial management and advisory services.
• Genesis Press - A resource site for both financial counselors and those seeking personal money management books and materials.
• Getfinancialadvice.com - Provides financial planning with access to financial advisors across the United States
• GMB Capital Management - Offers financial planning, asset management, and trust and manager search services.
• H.D. Vest Financial Services - Lists over 7000 financial advisors offering tax and other financial planning consultations.
• Horst Group - Provides financial planning services for individuals, families and businesses.
• I Financial Plan, Inc - Fee-only financial advisor offers financial planning services.
• IARFC - An international association for registered financial planners.
• InfoHQ Online CPA - Provides advice and services in all areas of personal financial management.
• ING USA - offers asset management, mutual funds, insurance and retirement planning.
• iVillage MoneyLife - Financial planning site for women, includes a comprehensive investment section and strategies for a rich retirement.
• Jones, Coggins & Jones, Inc. - Financial advisor offers financial planning, portfolio management and insurance management services.
• Keith Johnson, CPA - Financial advisor offers retirement planning, estate planning and investment portfolio management services, located in Macon, Georgia.
• Kiplinger - Comprehensive center for personal finance advice and information.
• Knepp Financial Group, LLC - Offers financial, investment, estate and retirement planning.
• LEAP Systems Inc. - Offers a financial management and wealth creation system.
• Lee Financial Corporation - A fee-only financial planning and investment management firm, servicing high net-worth individuals.
• Lefton Financial Services - Presents a comprehensive guide for financial planning and money management.
• Legacy Capital Management - Provides services covering every aspect of financial and investment planning, taxes and money management.
• Legend Financial Advisors, Inc. - Fee-only advisory firm providing financial planning and investment management to the affluent.
• LicensedInvestors.com - Licensed Investors directory service for financial and retirement planning.
• Lincoln Financial Group - Provides financial planning and advisory services for individuals and businesses.
• Mallard Asset Management Corp - Investment advisory firm offers portfolio management and financial planning services.
• Mexico Advisor - Provides cross-border financial planning for the American community in Mexico.
• Millionaire Club - Financial advisor offers consumers a financial plan that assists in helping them retire as millionaires.
• Mofinet - Offers spreadsheets for financial simulations in the field of project finance and corporate valuation.
• Molnar-Adkisson Consulting - Provides financial planning, risk management and business consulting services.
• Monetary Stress Institute - Provides fee-only financial planning in the areas of investments, taxes and retirement.
• The Money Channel at Mom.com - Discusses family-related financial topics and issues.
• 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.
• 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 comprehensive financing planning and advisory services.
• Nainiger Financial Services - Specializes in individual investors, small company pension planning, and tax planning.
• Nashoba Financial Planning - Provides fee-only financial planning and investment advice.
• National Planning Associates - Provides distribution planning as well as full financial planning services.
• The Nautilus Group - Advisory firm offers estate and business planning, a service of New York Life.
• NBS Companies - A fee-only investment advisory firm, offers a comprehensive information resource for investing and financial planning.
• Net Worth Strategies - Offers financial planning software and services for fee-based financial planning professionals and consumers.
• Nickerson Financial Services, Inc. - Provides personal financial planning services for a fee.
• Oak Securities LP - Provides financial planning for high net-worth individuals and small business owners.
• Officers Counseling and Planning Group - Provides insurance and financial planning services for individuals and municipal workers.
• Oliver Inc. - Writes and publishes textual books focusing on the securities and financial planning industries.
• Omni Tax & Financial Advisors - Independent advisory firm specializes in personal financial planning, tax planning, asset management, retirement and estate planning.
• OND Financial Solutions - Firm specializes in retirement, estate, insurance, and charitable planning.
• Our Family Manager - Provides wealth management, investment advice and financial planning.
• The Parchment Group - Offers asset protection and financial privacy services.
• Parsec Financial Management - Provides fee-based financial planning, retirement consulting and estate plans.
• Pauley Financial Services, Inc. - Fee-only financial planning and investment advisory firm.
• Pelton's Financial Software - Provides software for professional financial consultants and attorneys.
• Planning Templates, Inc. - Offers a financial planning calculator suite that works with Microsoft Excel.
• Platinum Bullets - Capital accumulation and capital distribution planning program for doctors only.
• Premier Investment Advice - Provides clients with financial security through investment management and estate planning services.
• 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.
• Relaince Financial Services, N. A. - Provides asset management, personal trust, and retirement plan administration.
• Resource Analyst - Financial planning software for the professional planner.
• RJB Financial - Offers free financial planning and investor education.
• SAK Financial - Provides business succession, wealth diversification, estate planning and tax strategies.
• Saunoris Financial Services - Provides an array of financial services and business advisory services.
• SaveWealth.com - Financial guide provides information on estate planning, tax reduction, wills, living trusts and retirement planning.
• Savingforcollege.com - Save for future college costs by using qualified tuition plans.
• ScenarioNow Inc. - A financial software and sales training company for financial advisors.
• SIBI Group - Financial planning boutique offering estate, investment and retirement planning.
• Signature Financial Management, Inc. - Financial management firm servicing persons of significant net worth.
• Silk Mouse Solutions, LLC - Offering financial analysis and planning software.
• Singer Xenos Wealth Management - Provides fee-based financial planning and investment management in the South Florida area.
• Spence, Driscoll & Company - Providing financial services to businesses and individuals throughout the United States.
• Stavis, Margolis Advisory Services - Offers investment, retirement, estate planning and business succession planning.
• Stefans Associates - Tax and financial planning firm, catering to individuals and small businesses.
• Strategic Capital Management - Provides global asset management and investment advisory services.
• StrattonTurner, LLC - Offers advice regarding retirement, investment, estate planning and employee benefits.
• Tax Deferred Services, Inc. - Provides turnkey retirement programs for non-profit and for-profit employers.
• Tax Doctor - Provides tax and financial consulting services to individuals and businesses.
• The-Adviser.com - Investment adviser providing money management and financial planning services.
• ThirdAge Planning - Resource site offers information and advice on investing, taxes, wills and retirement planning.
• Turning Point Financial Counseling - Non-profit Christian organization offers a debt reduction program that is free to join.
• USatWork.com - Search the financial section for all your financial needs.
• VFA - Provider of facilities capital planning and management solutions.
• Waterside Financial Services - Provides tax planning strategies for traders and investors.
• Wealth Advocacy Partners - Offers financial planning, investment consulting, insurance, and estate planning to the Mid-Atlantic region.
• The Wealth Design Center - Tools, training, and products for financial advisors to plan cases for wealthy clients.
• Wealth Preservation Advisors - Provides planning for wealth accumulation and asset protection.
• Welcome to OMC Financial Services, LTD. - Practice specializes in investment management, estate planning, and retirement planning.
• Wessex - Service to private and corporate clients who require advice on investments, pensions, protection and retirement planning.
• Westbrook Financial Services, Inc. - Full service financial planning, insurance and securities firm.
• Working Woman's Guide To Financial Security - Offers a series of financial planning guides for women.
• World Outlook Financial Conference - Finance and investment conference where anaylists share advice on investing and future market trends.
• Your PFO - Provides financial planning services to high net worth individuals.