Debt Management

Binghamton, New York

Bank-Affiliated

Visions Wealth Management is a bank-affiliated firm in Binghamton, New York. Services include Investment Management. The firm specializes in Debt Management. The office has a wheelchair-accessible entrance. It holds a 3-star rating from 2 Google reviews.

Victor, New York

Bank-Affiliated

Miguel A Fernandez is a bank-affiliated firm in Victor, New York. The firm specializes in Debt Management, Investment Management, and Wealth Management. Advisory services are available in English and Spanish. The office has a wheelchair-accessible entrance. The office is open five days a week.

Charlotte, North Carolina

Phenix Enterprises Inc. is a Charlotte-based business advisory and accounting firm with over 16 years of experience serving clients in North Carolina. The firm offers services in debt management, tax preparation, payroll processing, business formation, accounting, financial analysis, and workers' compensation insurance audits. Operating from their location on Latrobe Drive, they conduct business by appointment and serve both Spanish and English-speaking clients.

Pasadena, California

Wescom Financial is a credit union based in Pasadena, California that offers auto loans, mortgages, home equity lines of credit, personal loans, credit cards, and insurance services. The firm provides investment and securities services through LPL Financial, a registered broker-dealer and investment advisor. Wescom Financial specializes in debt management and serves members across multiple branch locations, with appointment scheduling available for loans, accounts, investments, and insurance services.

Wheaton, Illinois

Pure Financial Advisors is a registered investment advisor offering financial planning and investment advisory services, with particular expertise in debt management. The firm's team includes professionals holding CFA, CFP, and CPA credentials. Core service areas include retirement planning, cash flow analysis, tax planning, risk management consulting, and estate planning, delivered through a customized planning process. Pure operates on a fee-only basis and maintains offices in Wheaton, Illinois and the San Diego region.

Williamsville, New York

Student Loan Steve, based in Williamsville, New York, provides financial planning with a focus on student debt management. The firm is led by Steve Witter, a Certified Financial Planner (CFP®) and Certified Student Loan Professional (CSLP®), who offers one-time fee-based consultations ($595 for borrowers with existing loans, $300 for families planning college financing) that include a written loan analysis and three months of email support. Services address federal and private loan repayment strategies, forgiveness qualification, and tax-filing optimization for borrowers and parents.

Roseville, California

Diligence Wealth Management, founded in 2010 by Liz Daffner, is an independent financial advisory firm serving clients in Roseville, California. The firm provides financial planning, investment management, retirement planning, Social Security optimization, insurance analysis, and debt management, with Daffner holding a CLU credential and licenses in Series 7, Series 66, and life insurance. The practice emphasizes client education and personalized planning across major life events such as inheritance, marriage, divorce, job changes, and retirement, operating within a network of independent advisors collectively overseeing $260 million in assets.

Minco, Oklahoma

TRW Financial LLC in Minco, Oklahoma offers debt management services centered on its Money Max Account platform, an online financial system designed to help clients accelerate debt payoff and build wealth. The firm uses banking strategies to analyze clients' income, expenses, and outstanding debts, then generates a personalized payoff roadmap and recalculates impact as financial circumstances change. The Money Max Account provides 24/7 access to financial planning tools and educational resources without requiring significant lifestyle changes.

Salinas, California

Diamond Financial Group is an independent financial services firm in Salinas, California, offering tax preparation, accounting, retirement and investment planning, life insurance, health benefits, business services, and loan solutions to individuals, families, and businesses across multiple industries. The firm follows a three-step planning process centered on understanding client needs, defining goals, and implementing personalized strategies. The team includes professionals such as Rowena Killens, Betty Fu, and others who work with clients on an ongoing basis to address financial milestones and planning needs.

Richmond, Texas

At Your Service Group LLC, based in Richmond, Texas, provides credit repair, legal document preparation (attorney-supervised), business formation and development services, and vehicle title and DMV processing. Founded by Sylvia Perez, the firm serves Fort Bend County entrepreneurs and individuals, offering financial coaching and notary services, with all legal documents reviewed by Michael W. Elliott, Esq. of Elliott's Law in Rosenberg.

Grey Eagle, Minnesota

Magnifi Financial is a member-owned credit union based in Grey Eagle, Minnesota, that provides financial guidance and debt management services through local advisors. The institution operates on a not-for-profit model and has received multiple community awards and recognition, including being named the #1 Credit Union in Minnesota by Forbes. Members can access financial planning assistance, mortgage lending, and various deposit and loan products, with the organization emphasizing personalized service and community involvement.

Great Falls, Montana

Battle Born Financial Advisor & Health Insurance Broker, located in Great Falls, Montana, provides financial planning, retirement planning, and insurance analysis for individuals and small business owners. Led by Brent Leavitt, CFP®, an Investment Advisor Representative registered with the SEC, the firm operates as a fiduciary and charges either flat fees ($750–$1,500 for planning engagements) or 0.5–0.95% AUM for account management, with hourly advisory available at $300/hour. The practice specializes in debt management, health insurance (including Medicare), retirement strategy, and serves clients through in-person, virtual, and phone appointments with annual plan reviews in July.

Darby, Pennsylvania

RJ Tax Services is an investment advisory firm in Darby, Pennsylvania. Services include Tax Planning. The firm specializes in Debt Management. The office is open daily.

Canton, Ohio

Chosen 1 Consulting LLC, founded in 2014 by Kiona Stevens, offers financial planning and tax preparation services with a focus on debt management. The firm serves lower and middle-income households and recent graduates, emphasizing personalized attention and education around credit, investments, and tax strategy. Stevens brings over 20 years of financial experience and holds four degrees plus four professional certificates.

Harlingen, Texas

F & I Systems Inc, based in Harlingen, Texas, provides credit finance and insurance program solutions primarily for retail dealers in furniture, appliances, and HVAC sectors. The firm offers credit insurance, secondary financing arrangements, in-house financing consulting, and staff training services designed to help retailers serve credit-challenged customers and manage debt-related account issues. The company also provides a retail finance product called EZ Credit 2K and maintains relationships with insurance carriers to support customer financing needs.

North Las Vegas, Nevada

Battle Born Financial Advisor & Health Insurance Brokerage is an investment advisory firm in North Las Vegas, Nevada. Services include Financial Planning, Insurance Analysis, and Retirement Planning. The firm specializes in Debt Management and Insurance Planning. Service options include onsite meetings and online appointment booking. The office has a wheelchair-accessible entrance. The office is open four days a week.

Holdingford, Minnesota

Magnifi Financial is a member-owned credit union headquartered in Holdingford, Minnesota, that offers financial guidance and debt management services through local advisors. The institution operates on a not-for-profit basis and has received multiple regional awards for credit union services, mortgage lending, and financial planning. Members can access financial planning assistance to help evaluate options and work toward personal or business financial goals.

Barrington, Illinois

Cornerstone Financial Advisors, LLC is an investment advisory firm in Barrington, Illinois. Services include Investment Management. The firm specializes in Debt Management. Its advisors hold CLU credentials. The office has a wheelchair-accessible entrance. The office is open five days a week.

Wauwatosa, Wisconsin

Her Purpose Finance LLC, based in Wauwatosa, Wisconsin, specializes in debt management and financial education services. Founded by Citeria Robinson, the firm offers a Financial Needs Analysis assessment covering budgeting, debt reduction strategies, insurance planning, retirement planning, education funding, and estate planning, along with educational programs including a seven-part financial literacy course and credit score education classes. The firm partners with World Financial Group and provides life insurance solutions through Robinson, an independent life insurance agent.

Evansville, Indiana

Liberty Wealth Services, based in Evansville, Indiana, provides financial planning and debt management services through a partnership with LPL Financial, a registered investment advisor and broker-dealer. The firm offers securities, advisory services, and insurance products to clients in states where its LPL-affiliated representatives are properly licensed. Liberty Wealth Services itself is not registered as a broker-dealer or investment advisor; all securities and insurance offerings are made through LPL Financial or its affiliates.

Northbrook, Illinois

Pure Financial Advisors is a registered investment advisor in Northbrook, Illinois offering financial planning and investment management services, with particular expertise in debt management. The firm's team includes professionals holding CFA, CFP, and CPA credentials and operates on a fee-only basis. Services span retirement planning, cash flow analysis, tax planning, risk management consulting, and estate planning, supported by an in-house learning center and educational resources.

South Bend, Indiana

Everwise Wealth Management - Financial Advisor: Chris Eberly is an investment advisory firm in South Bend, Indiana. The firm specializes in Debt Management. The office has a wheelchair-accessible entrance. The office is open five days a week.