Investment Management

Tucson, Arizona

Foster Wealth Management is an investment-management and wealth-management firm based in Tucson, Arizona. The firm serves clients in English

Alexandria, Virginia

CAPTRUST, based in Alexandria, Virginia, provides investment management, wealth management, and small business advisory services. The firm serves clients across these specialties, operating in English

Arlington, Virginia

Mountain View Wealth Management LLC is an investment advisory firm located in Arlington, Virginia. The firm provides investment management, wealth management, and financial planning services. More specific details about fee structure and team credentials are not available

Pasadena, California

Marquez Private Wealth Management of Raymond James is located in Pasadena, California and provides investment management and wealth management services. The firm operates as part of Raymond James Financial Services

Albany, Georgia

CAPTRUST in Albany, Georgia provides investment management, financial planning, and wealth management services. The firm works with small business owners and other clients seeking advisory support

Conyngham, Pennsylvania

Wagner Wealth Management, based in Conyngham, Pennsylvania, provides investment management, financial planning, retirement planning, and estate planning services. The firm works with clients on wealth management matters and investment strategy

Bohemia, New York

Personalized Wealth Management, LLC is a wealth management firm located in Bohemia, New York. The firm provides investment management and wealth management services to clients. Additional details about fee structure, credentials, and specific service offerings are available upon inquiry

San Angelo, Texas

First Legacy Wealth Management, based in San Angelo, Texas, provides investment management and wealth management services. The firm serves clients seeking guidance on portfolio strategy and wealth preservation. English is the primary language of service

Downers Grove, Illinois

Capstone Financial Advisors operates in Downers Grove, Illinois, offering financial planning, investment management, and tax planning services. The firm specializes in retirement planning and investment management for its clients

Omaha, Nebraska

Stevens Capital Partners is a financial planning firm in Omaha, Nebraska, staffed by Certified Financial Planners. The firm provides estate planning and financial planning services, with specialties in estate planning, investment management, and wealth management

New Berlin, Wisconsin

Du Charme Wealth Management is based in New Berlin, Wisconsin and provides investment management, wealth management, financial planning, and insurance analysis services. The firm serves clients seeking guidance across multiple areas of financial management

Chagrin Falls, Ohio

Wirehouse

Merrill Lynch Wealth Management operates in Chagrin Falls, Ohio as a wirehouse firm offering financial planning and investment management services. The firm provides wealth management and investment management across its service offerings. English is spoken at this location

Tampa, Florida

Wirehouse

Merrill Lynch Wealth Management is a trusted investment advisory firm serving clients in Tampa, Florida. The firm provides expertise in professional portfolio management and asset allocation, holistic wealth management for high-net-worth clients, comprehensive financial planning, and investment portfolio management. Call Merrill Lynch Wealth Management today to explore personalized financial planning options

Memphis, Tennessee

LoneTree Wealth Management is based in Memphis, Tennessee, and offers investment management, wealth management, and financial planning services. The firm operates in English and has received a 4.9 rating from 33 Google reviews

New York, New York

Insurance-Based

Inez Justine Aznar operates Eagle Strategies in New York, offering retirement planning and investment management services. The firm provides financial planning and insurance analysis to clients. Services are delivered in English

York, Pennsylvania

Wirehouse

Merrill Lynch Wealth Management is a wirehouse office located in York, Pennsylvania, offering investment management and wealth management services. The firm provides financial planning and investment management to clients. Additional details about fee structure, specific credentials, and team composition were not available

Hollywood, Florida

SA Financials, Inc. is a trusted investment advisory firm serving clients in Hollywood, Florida. The firm provides expertise in tax planning and preparation. The team includes advisors fluent in English and Spanish. The firm holds a 5-star rating based on 4 reviews. Contact SA Financials, Inc. to schedule a consultation and discuss your financial goals

San Diego, California

ATS Wealth Management operates in San Diego, California and provides estate planning, insurance analysis, and investment management services. The firm specializes in estate planning and investment management for its clients. The firm has a 4.7-star rating based on nine Google reviews and serves English-speaking clients

Hoboken, New Jersey

Breakaway Wealth Management is located in Hoboken, New Jersey and provides investment management and wealth management services. The firm operates primarily in English and has received a 5-star rating from 32 Google reviews

Buffalo, New York

Buffalo First Wealth Management, LLC is based in Buffalo, New York and provides estate planning, financial planning, insurance analysis, investment management, and tax planning services. The firm specializes in estate planning, investment management, and wealth management

Boulder, Colorado

MAI Capital Management is located in Boulder, Colorado and provides investment management and wealth management services. The firm offers financial planning and investment management to clients

Ponte Vedra Beach, Florida

Values First Advisors helps individuals and families in Ponte Vedra Beach, Florida build and protect their wealth through comprehensive financial planning. Their advisory team specializes in investment portfolio management. Clients have given Values First Advisors a 5-star rating across 4 reviews. Contact Values First Advisors to schedule a consultation and discuss your financial goals

San Antonio, Texas

Exencial Wealth Advisors, based in San Antonio, Texas, provides investment management, wealth management, and financial planning services. The firm works with small business owners and individuals seeking guidance on portfolio and financial matters

Worcester, Massachusetts

Wirehouse

Merrill Lynch Wealth Management operates a Worcester, Massachusetts office offering financial planning and investment management services. As a wirehouse firm, the practice provides wealth management and investment management across a range of client situations. The office conducts business in English

Ocala, Florida

Serving the Ocala community, Vazquez Wealth Management,LLC offers professional investment advisory services tailored to each client's goals. The firm provides expertise in professional portfolio management and asset allocation, holistic wealth management for high-net-worth clients, and comprehensive financial planning. Staff members speak English and Spanish. With a 5-star Google rating from 44 reviews, Vazquez Wealth Management,LLC is well-regarded by clients in the area. Call Vazquez Wealth Management,LLC today to explore personalized financial planning options

Florence, Alabama

Eagle Creek Wealth Management is located in Florence, Alabama and provides investment management, wealth management, and financial planning services. The firm serves clients seeking guidance across portfolio management and broader financial strategy. Additional details about fee structure and advisor credentials are not publicly specified

Oak Park, Illinois

Linden Wealth Management LLC is based in Oak Park, Illinois and provides financial planning and investment management services. The firm specializes in investment management and wealth management for its clients

Naples, Florida

Aviance Capital Partners is a financial advisory firm in Naples, Florida dedicated to helping clients achieve their financial objectives. Areas of focus include investment portfolio management. With a 5-star Google rating from 22 reviews, Aviance Capital Partners is well-regarded by clients in the area. Get in touch with Aviance Capital Partners to start working toward your investment and retirement goals

Frisco, Texas

United Capital Financial Advisors is located in Frisco, Texas and provides financial planning and investment management services. The firm specializes in retirement planning and investment management for clients. Services are conducted in English

Bucyrus, Ohio

McConnell Wealth Management, LLC is located in Bucyrus, Ohio and provides investment management and wealth management services. The firm specializes in investment management for clients seeking professional portfolio oversight

Columbus, Georgia

Momentum Wealth Management, based in Columbus, Georgia, provides financial planning and investment management services. The firm specializes in investment management and wealth management for its clients

Sugar Land, Texas

Wirehouse

Merrill Lynch Wealth Management operates a Sugar Land, Texas office providing investment management and wealth management services. The firm offers financial planning and investment management to clients. Services are delivered in English

Columbia, Missouri

Wirehouse

Merrill Lynch Wealth Management operates in Columbia, Missouri, providing investment management and wealth management services. The firm offers financial planning and investment management to clients. As a wirehouse, it is part of a larger brokerage and banking organization

Yuba City, California

Shaw & Associates, based in Yuba City, California, provides financial planning, investment management, and tax planning services. The firm specializes in investment management, tax strategy, and wealth management. Services are available in English

Pueblo, Colorado

Life Well Lived Financial Group is based in Pueblo, Colorado and offers investment management and wealth management services. The firm works with clients seeking professional financial guidance in these areas

Naples, Florida

Clients in Naples and throughout Florida rely on Planning Alternatives for expert financial guidance and investment management. The firm provides expertise in comprehensive financial planning. The firm operates Daily: 9AM-5PM. Reach out to Planning Alternatives to learn how their advisors can help you build a stronger financial future

Barrington, Illinois

Retirement Matters, Inc., based in Barrington, Illinois, provides financial planning, investment management, and retirement planning services. The firm specializes in helping clients with investment management and retirement planning strategies. Services are available in English

Mechanicsville, Virginia

Angelia Shay at The Path Financial Strategies, LLC, based in Mechanicsville, Virginia, provides financial planning services with specializations in retirement planning and investment management. The firm works with clients on English-language consultations

Los Angeles, California

Insurance-Based

Northwestern Mutual, based in Los Angeles, provides financial planning, insurance analysis, and investment management services. The firm specializes in insurance planning, investment management, and wealth management. Services are offered in English

Palm Bay, Florida

Clients in Palm Bay and throughout Florida rely on TruePath Financial Design for expert financial guidance and investment management. Areas of focus include comprehensive financial planning. Contact TruePath Financial Design to schedule a consultation and discuss your financial goals

Valparaiso, Indiana

Carson Wealth, based in Valparaiso, Indiana, provides estate planning, financial planning, and retirement planning services. The firm specializes in estate planning, investment management, retirement planning, and wealth management. Team members hold the CLU credential

San Francisco, California

The Advisory Group of San Francisco provides financial planning and investment management services to clients in the San Francisco area. The firm specializes in investment management and small business advisory services. English is spoken by the team

Snyder, Texas

Merit Financial Advisors is located in Snyder, Texas and provides financial planning and investment management services. The firm specializes in retirement planning and investment management for its clients

Santa Rosa, California

Trent Wealth Management of LPL Financial is based in Santa Rosa, California and provides investment management and wealth management services. The firm operates through LPL Financial's platform. English is spoken

Brandon, Mississippi

Whitehead Financial Group, LLC, based in Brandon, Mississippi, provides retirement planning and investment management services. The firm also offers estate planning and financial planning to clients. Services are delivered in English

Marietta, Ohio

Wirehouse

Merrill Lynch Wealth Management operates in Marietta, Ohio as a wirehouse offering investment management and wealth management services. The firm provides financial planning and investment management to its clients. Services are available in English

Mt Dora, Florida

Jeff Ackler, CFP® and Isabel Ortiz, CFP® with Merit Wealth Advisors is a financial advisory firm in Mt Dora, Florida dedicated to helping clients achieve their financial objectives. The team holds CFP credentials. Contact Jeff Ackler, CFP® and Isabel Ortiz, CFP® with Merit Wealth Advisors to schedule a consultation and discuss your financial goals

Miami, Florida

Independent RIA

Serving the Miami community, Wealth Enhancement Group offers professional investment advisory services tailored to each client's goals. Their advisory team specializes in comprehensive financial planning and investment portfolio management. The firm operates Daily: 8AM-5PM. Call Wealth Enhancement Group today to explore personalized financial planning options

Janesville, Wisconsin

Three Pillars Wealth Management, located in Janesville, Wisconsin, provides investment management, wealth management, and financial planning services. The firm serves clients primarily in English. Specific credential and fee details are available upon inquiry

Jasper, Indiana

Wirehouse

Merrill Lynch Wealth Management operates in Jasper, Indiana as a wirehouse firm providing financial planning and investment management services. The office specializes in investment management and wealth management for clients seeking advisory support

Santa Monica, California

WellAcre Global Wealth Advisors is a Santa Monica-based financial planning firm where advisors hold CFP certification. The firm provides financial planning, retirement planning, and investment management services. Services are delivered in English

Mitchell, South Dakota

Insurance-Based

Northwestern Mutual in Mitchell, South Dakota offers financial planning, insurance analysis, and investment management services. The firm specializes in insurance planning, investment management, and wealth management. Services are provided in English

Milwaukee, Wisconsin

UMB Private Wealth Management Center is located in Milwaukee, Wisconsin and provides investment management, wealth management, and financial planning services. The firm serves clients seeking guidance across multiple areas of personal finance

Franklin Lakes, New Jersey

Carson Wealth, LLC is based in Franklin Lakes, New Jersey and provides estate planning, retirement planning, and investment management services. The firm holds CLU credentials and serves clients in English

Apollo Beach, Florida

Synergy Wealth Alliance is a trusted investment advisory firm serving clients in Apollo Beach, Florida. Contact Synergy Wealth Alliance to schedule a consultation and discuss your financial goals

Bozeman, Montana

Blue Wolfe Financial operates in Bozeman, Montana and provides financial planning, insurance analysis, and investment management services. The firm specializes in insurance planning, investment management, and wealth management. Services are available in English

Oxford, Mississippi

Barfield Wealth Management provides financial planning and investment management services to clients in Oxford, Mississippi. The firm specializes in wealth management and investment management, serving individuals seeking guidance across multiple areas of financial strategy

Shreveport, Louisiana

HMV Wealth Advisors, LLC is based in Shreveport, Louisiana and provides investment management and wealth management services. The firm works with clients on investment management matters

Knoxville, Tennessee

Leading Edge Financial Planning is an investment management firm based in Knoxville, Tennessee. The firm provides investment management and wealth management services to clients. Specific details on fee structure and advisor credentials were not available

Victor, New York

Bank-Affiliated

Miguel A Fernandez operates as a bank-affiliated advisor in Victor, New York, offering debt management, investment management, and wealth management services. The firm serves clients in both English and Spanish

Surprise, Arizona

Independent RIA

The firm provides estate planning, financial planning, insurance analysis, investment management, and retirement planning services. It holds a 5-star rating on Google based on nine reviews

Huntsville, Alabama

Paul Bryer - Inspire Advisors provides investment management services to clients in Huntsville, Alabama. The firm operates in English and has received positive client feedback based on Google reviews

Mt Arlington, New Jersey

Roxbury Financial, LLC, based in Mt Arlington, New Jersey, is led by Jonathan LeVar, a Certified Financial Planner. The firm specializes in retirement planning and investment management services

Quincy, Illinois

Benson Financial Group is based in Quincy, Illinois and offers estate planning, financial planning, insurance analysis, investment management, retirement planning, and tax planning services. The firm specializes in wealth management, tax strategy, insurance planning, and retirement planning alongside estate planning and investment management

Longview, Texas

First Keystone Wealth Management & Partners operates in Longview, Texas, providing financial planning and investment management services. The firm specializes in wealth management and investment management for its clients

Jacksonville, Florida

Based in Jacksonville, Alpha Wealth Group provides personalized financial planning and investment management services. Areas of focus include comprehensive financial planning. The firm holds a 5-star rating based on 16 reviews. Call Alpha Wealth Group today to explore personalized financial planning options

Tampa, Florida

Insurance-Based

Clients in Tampa and throughout Florida rely on Christina Vance for expert financial guidance and investment management. The firm provides expertise in investment portfolio management. Clients have given Christina Vance a 5-star rating across 10 reviews. Contact Christina Vance to schedule a consultation and discuss your financial goals

Waxhaw, North Carolina

Admiralty Wealth Management is located in Waxhaw, North Carolina and provides investment management, retirement planning, and wealth management services. The firm serves clients in English and maintains a 4.9 rating on Google based on 14 reviews

Lakewood Ranch, Florida

Base Wealth Management: Financial Advisors is located in Lakewood Ranch, Florida and provides investment management and wealth management services. The firm operates in English and has received a 5-star rating based on 24 Google reviews

El Paso, Texas

Insurance-Based

Javier Zubiate operates Crown Wealth Strategies in El Paso, Texas, focusing on retirement planning and investment management for clients. The firm provides financial planning and insurance analysis services and conducts business in English

Daytona Beach, Florida

Wirehouse

Clients in Daytona Beach and throughout Florida rely on Merrill Lynch Wealth Management for expert financial guidance and investment management. Their advisory team specializes in professional portfolio management and asset allocation, holistic wealth management for high-net-worth clients, comprehensive financial planning, and investment portfolio management. Get in touch with Merrill Lynch Wealth Management to start working toward your investment and retirement goals

Santa Rosa, California

Sanford Eric Bressick is a financial advisor based in Santa Rosa, California, offering retirement planning and investment management services. The practice provides financial planning assistance to clients seeking guidance in these areas. Additional details regarding fee structure and specific credentials are not available

Sheboygan Falls, Wisconsin

Merit Financial Advisors is a financial planning firm in Sheboygan Falls, Wisconsin, specializing in retirement planning and investment management. The firm provides financial planning and investment management services to clients. Merit Financial Advisors holds a 4.2-star rating based on 10 Google reviews

Port St. Lucie, Florida

Based in Port St. Lucie, Robert “Bob” Metz, Wealth Management Advisor with Lifetime Financial Growth provides personalized financial planning and investment management services. Clients benefit from professional portfolio management and asset allocation and holistic wealth management for high-net-worth clients. The firm holds a 5-star rating based on 2 reviews. Call Robert “Bob” Metz, Wealth Management Advisor with Lifetime Financial Growth today to explore personalized financial planning options

Indiana, Pennsylvania

Wirehouse

Merrill Lynch Wealth Management operates in Indiana, Pennsylvania, providing financial planning and investment management services to wealth management clients. As a wirehouse firm, the office offers access to a broad range of investment and advisory resources. Services focus on financial planning and investment management for individuals seeking comprehensive wealth guidance

St. Petersburg, Florida

HealthMarkets Insurance - Jonathan Schiripo is a financial advisory firm in St. Petersburg, Florida dedicated to helping clients achieve their financial objectives. Areas of focus include comprehensive financial planning. The firm holds a 5-star rating based on 141 reviews. The firm operates Daily: 9AM-9PM. Reach out to HealthMarkets Insurance - Jonathan Schiripo to learn how their advisors can help you build a stronger financial future

Dedham, Massachusetts

Fox Hill Wealth Management operates in Dedham, Massachusetts, providing investment management and wealth management services to clients. The firm works primarily in English and holds a 5-star rating based on Google reviews

Billings, Montana

Merit Financial Advisors is located in Billings, Montana and provides financial planning and investment management services. The firm specializes in retirement planning and investment management. Merit Financial Advisors holds a 5-star rating based on customer reviews

Abilene, Texas

Koda Wealth Management LLC is an investment advisory firm based in Abilene, Texas, offering financial planning and investment management services. The firm specializes in wealth management and investment management for its clients

Airmont, New York

Bernath & Rosenberg, P.C. is located in Airmont, New York and provides investment management, financial planning, and tax planning services. The firm works with clients on wealth management and small business matters

Salt Lake City, Utah

Wirehouse

Merrill Lynch Wealth Management operates in Salt Lake City, Utah as a wirehouse offering financial planning and investment management services. The firm specializes in investment management and wealth management for its clients. Services are delivered in English

Bradenton, Florida

Independent RIA

Wealth Enhancement Group is a trusted investment advisory firm serving clients in Bradenton, Florida. Their advisory team specializes in comprehensive financial planning and investment portfolio management. The firm holds a 4.9-star rating based on 17 reviews. Contact Wealth Enhancement Group to schedule a consultation and discuss your financial goals

Norman, Oklahoma

Heartland Wealth Management, based in Norman, Oklahoma, provides investment management, wealth management, and financial planning services. The firm serves clients seeking guidance across multiple areas of personal finance

Lexington, Kentucky

Joseph McFarland at Meridian Wealth Management, LLC in Lexington, Kentucky provides investment management and retirement planning services. The firm holds CFA credentials and serves clients in English

Atlanta, Georgia

Fee-Only

Modera Wealth Management is a fee-only wealth management firm based in Atlanta offering estate planning, financial planning, investment management, retirement planning, and tax strategy services. The firm operates as a fiduciary and serves clients seeking comprehensive planning across multiple life stages and financial areas

Wheat Ridge, Colorado

Independent RIA

The firm provides financial planning, insurance analysis, and investment management services, with specialties in insurance planning and wealth management. Google reviews reflect a 5-star rating across 17 client submissions. The firm conducts business in English

McLean, Virginia

Benjamin Peress is a financial advisor at Cary Street Partners in McLean, Virginia, specializing in estate planning, investment management, and wealth management. He holds the CLU credential and provides estate planning, financial planning, and investment management services. Services are offered in English

Delafield, Wisconsin

Wealthspire is an investment management firm located in Delafield, Wisconsin, offering financial planning and investment management services. The firm serves clients in English

Newtown Square, Pennsylvania

Steeplechase Capital Partners is an investment management and wealth management firm based in Newtown Square, Pennsylvania. The firm provides investment management and wealth management services to its clients

Paducah, Kentucky

Insurance-Based

Northwestern Mutual in Paducah, Kentucky provides insurance planning, investment management, and wealth management services. The firm offers financial planning, insurance analysis, and investment management to clients. Services are conducted in English

Dallas, Texas

Capital Portfolios LLC is an investment management firm based in Dallas, Texas. The firm provides investment management services to clients

St Joseph, Michigan

Wolf Financial Advisory provides investment management, retirement planning, and wealth management services from its St. Joseph, Michigan office. The firm works with clients on retirement planning and investment strategy

Salt Lake City, Utah

Mountain Goat Wealth Management is based in Salt Lake City and offers financial planning, insurance analysis, and investment management services. The firm specializes in investment management and wealth management for its clients

Reno, Nevada

Insurance-Based

Ronette Santos, CFP, provides financial planning and investment management services through Northwestern Mutual in Reno, Nevada. Services include insurance analysis, retirement planning, and wealth management. Santos holds the Certified Financial Planner credential and works primarily in English

Myrtle Beach, South Carolina

Coast Wealth Management Group, based in Myrtle Beach, South Carolina, provides investment management and wealth management services. The firm has a 5-star rating on Google from 21 reviews

Hunt Valley, Maryland

Wirehouse

Merrill Lynch Wealth Management operates a Hunt Valley, Maryland office providing financial planning and investment management services. As a wirehouse firm, it offers investment management and wealth management to clients. The office is English-speaking and holds a 4-star rating based on eight Google reviews

Ontario, California

Mallory Wealth Management is based in Ontario, California and provides investment management and wealth management services. The firm operates in English and has received a 5-star rating on Google

Mountain Home, Arkansas

Glasscock Financial is an investment advisor located in Mountain Home, Arkansas. The firm provides financial planning and investment management services, with specialties in investment management and wealth management. Services are conducted in English

Westwood, New Jersey

Fee-Only

Modera Wealth Management is a fee-only wealth management firm located in Westwood, New Jersey. The firm provides estate planning, financial planning, insurance analysis, investment management, retirement planning, and tax planning services. As a fiduciary, Modera operates under a duty to act in clients' best interests.

Bethesda, Maryland

Ellen Tillman & Company, based in Bethesda, Maryland, provides financial planning services with specialization in retirement planning and investment management. The firm works with clients on strategies related to these core areas.

Wall Township, New Jersey

Independent RIA

Independent Wealth Management is an independent registered investment advisor based in Wall Township, New Jersey. The firm provides financial planning and investment management services. Services are available in English.

Denver, Colorado

EdgeRock Wealth Management is a Denver-based firm offering financial planning and investment management services. The firm specializes in wealth management and investment management for clients seeking guidance on comprehensive financial strategies.

Daytona Beach, Florida

Fee-Only

Moisand Fitzgerald Tamayo, LLC is a financial advisory firm in Daytona Beach, Florida dedicated to helping clients achieve their financial objectives. The firm operates on a Fee-Only basis. Reach out to Moisand Fitzgerald Tamayo, LLC to learn how their advisors can help you build a stronger financial future

Naples, Florida

Advanced Wealth Advisors is a financial advisory firm in Naples, Florida dedicated to helping clients achieve their financial objectives. Areas of focus include comprehensive financial planning and investment portfolio management. Clients have given Advanced Wealth Advisors a 5-star rating across 40 reviews. Get in touch with Advanced Wealth Advisors to start working toward your investment and retirement goals

Chiefland, Florida

Insurance-Based

Clients in Chiefland and throughout Florida rely on Delickson Souffrant, Wealth Advisor - Eagle Strategies for expert financial guidance and investment management. Their advisory team specializes in comprehensive financial planning. Reach out to Delickson Souffrant, Wealth Advisor - Eagle Strategies to learn how their advisors can help you build a stronger financial future

Gillette, Wyoming

Madison Robidart is a financial advisor at Summit Ridge Financial Group, LLC, based in Gillette, Wyoming. She provides financial planning services with specialties in retirement planning and investment management. The firm operates on an English-language basis.

Winthrop, Washington

Independent RIA

Brian Gregg, CERTIFIED FINANCIAL PLANNER®, is an independent registered investment adviser based in Winthrop, Washington. He specializes in retirement planning and investment management. As a fiduciary, he is obligated to act in clients' best interests.

Statesboro, Georgia

Sound View Wealth Advisors is a wealth management firm based in Statesboro, Georgia, offering financial planning and investment management services. The firm serves clients seeking guidance on portfolio construction and broader wealth strategies.

Overland Park, Kansas

Kedrec Wealth is a fiduciary financial advisor based in Overland Park, Kansas, specializing in retirement planning and investment management. The firm provides financial planning services and operates under a fiduciary standard when advising clients.

Madison, Wisconsin

Jay Haselwander, RICP® at Summit Financial Advisors in Madison, Wisconsin provides retirement planning and investment management services. Haselwander holds the Registered Investment Consultant Professional credential. The firm operates in English and has a 5-star rating based on Google reviews.

Honolulu, Hawaii

Fee-Based

Mosaic Pacific Investment Advisors, LLC, now part of Creative Planning, is based in Honolulu and provides financial planning and investment management services. The firm operates on a fee-based structure. Services are available in English.

Burlington, Vermont

Wirehouse

Merrill Lynch Wealth Management operates a Burlington, Vermont office offering financial planning and investment management services. As a wirehouse firm, the practice provides wealth management and investment management across a broad range of client needs. More information about specific service offerings, fee arrangements, and advisor credentials is available directly from the firm.

Jackson, Mississippi

Branning Wealth Management is located in Jackson, Mississippi and offers financial planning and investment management services. The firm specializes in investment management and wealth management for its clients.

Lee's Summit, Missouri

Oak Road Wealth Management, based in Lee's Summit, Missouri, provides investment management, financial planning, and retirement planning services. The firm specializes in wealth management for clients seeking guidance on long-term financial strategy and retirement readiness.

Salisbury, Maryland

Wealthspire is an investment management firm based in Salisbury, Maryland, providing financial planning and investment management services. The firm operates in English and holds a 5-star rating on Google based on 23 reviews.

Brunswick, Georgia

Golden Isles Financial Advisors is located in Brunswick, Georgia and provides retirement planning and investment management services. The firm serves clients seeking guidance in these areas.

Hanover, New Hampshire

Carson Wealth is located in Hanover, New Hampshire and provides estate planning, financial planning, and retirement planning services. The firm specializes in estate planning, investment management, retirement planning, and wealth management. Team members hold the CLU credential.

Sioux Falls, South Dakota

Megan Landon, CFP®, AWMA®, operates as Sioux Falls Advisors under NewEdge Advisors in Sioux Falls, South Dakota. She provides financial planning, investment management, and retirement planning services. Her credentials include the Certified Financial Planner and Accredited Wealth Management Advisor designations.

Montclair, New Jersey

Prestenback Wealth Management is a Montclair, New Jersey-based firm providing investment management and financial planning services. The practice focuses on retirement planning and investment management for its clients. The firm operates in English and holds a 5-star rating on Google based on nine client reviews.

Wausau, Wisconsin

Independent RIA

MBE Wealth is an independent registered investment advisor based in Wausau, Wisconsin, providing investment management, wealth management, and financial planning services. The firm works with clients in English.

Fair Oaks, California

Retire 101 is an investment advisory firm based in Fair Oaks, California, offering investment management and retirement planning services. The firm works with clients on strategies related to retirement readiness and portfolio management. Services are available in English.

West Palm Beach, Florida

Guided Financial Advisors helps individuals and families in West Palm Beach, Florida build and protect their wealth through comprehensive financial planning. The firm provides expertise in comprehensive retirement planning and income distribution strategies, professional portfolio management and asset allocation, comprehensive financial planning, and investment portfolio management. Clients have given Guided Financial Advisors a 4.9-star rating across 69 reviews. Reach out to Guided Financial Advisors to learn how their advisors can help you build a stronger financial future

Bala Cynwyd, Pennsylvania

Wirehouse

Merrill Lynch Wealth Management is a wirehouse offering investment management and wealth management services from its Bala Cynwyd, Pennsylvania office. The firm provides financial planning and investment management to clients. Services are conducted in English.

Jonesboro, Arkansas

Insurance-Based

Northwestern Mutual operates in Jonesboro, Arkansas, offering insurance planning, investment management, and wealth management services. The firm provides financial planning, insurance analysis, and investment management to clients. Services are conducted in English.

Champaign, Illinois

Insurance-Based

Northwestern Mutual in Champaign, Illinois offers financial planning, insurance analysis, and investment management services. The firm specializes in insurance planning, investment management, and wealth management. Services are available in English.

Oxford, Mississippi

GilesMcPhail Wealth Management operates in Oxford, Mississippi, offering financial planning and investment management services. The firm specializes in wealth management for clients seeking guidance on portfolio strategy and long-term financial planning.

Staten Island, New York

Wirehouse

Merrill Lynch Wealth Management operates in Staten Island, New York as a wirehouse firm offering investment management and wealth management services. The practice provides financial planning and investment management to clients. Services are delivered in English.

Mobile, Alabama

Waverly Advisors, LLC is a wealth management firm based in Mobile, Alabama that provides financial planning and investment management services. The firm holds CLU credentials and works with clients in English.

Honolulu, Hawaii

Independent RIA

Latitude Wealth Management is an independent registered investment advisor based in Honolulu, Hawaii. The firm provides financial planning and investment management services to clients. Specific credentials, fee structures, and team details are not currently available.

Lakewood, Colorado

IronFjord Wealth Management provides financial planning and investment management services to clients in Lakewood, Colorado. The firm specializes in wealth management and investment strategy. More details about fees, credentials, and team qualifications are available upon contact.

St Simons Island, Georgia

Wirehouse

Merrill Lynch Wealth Management operates in St Simons Island, Georgia, offering financial planning and investment management services. As a wirehouse firm, the office provides wealth management and investment services to clients in the area.

Lee's Summit, Missouri

Lakeshore Wealth Management, LLC provides investment management and wealth management services to clients in Lee's Summit, Missouri. The firm operates on an English-language basis. Additional details about fee structure, specific service offerings, and team credentials are not currently available.

Coconut Creek, Florida

Alpina Tax & Accounting Services, LLC is a trusted investment advisory firm serving clients in Coconut Creek, Florida. Clients benefit from tax planning and preparation. Reach out to Alpina Tax & Accounting Services, LLC to learn how their advisors can help you build a stronger financial future

Tomah, Wisconsin

Independent RIA

MBE Wealth is an independent registered investment advisor based in Tomah, Wisconsin. The firm provides investment management, wealth management, and financial planning services to clients. Specific fee structures and advisor credentials were not provided.

Albuquerque, New Mexico

United Capital Financial Advisors is located in Albuquerque, New Mexico and provides financial planning and investment management services. The firm specializes in retirement planning and investment management.

Fairfax, Virginia

Insurance-Based

Northwestern Mutual operates an office in Fairfax, Virginia, providing insurance planning, investment management, and wealth management services. The firm offers financial planning, insurance analysis, and investment management to clients. Services are conducted in English.

Mandeville, Louisiana

Insurance-Based

Northwestern Mutual operates in Mandeville, Louisiana, offering insurance analysis, investment management, and wealth management services. The firm specializes in insurance planning and investment management for clients seeking integrated financial strategies. Services are provided in English.

Willits, California

Insurance-Based

Northwestern Mutual operates an insurance-based advisory practice in Willits, California, offering financial planning, insurance analysis, and investment management services. The firm specializes in insurance planning, investment management, and wealth management.

Dubuque, Iowa

Insurance-Based

Northwestern Mutual in Dubuque, Iowa provides financial planning, insurance analysis, and investment management services. The firm specializes in insurance planning, investment management, and wealth management. Services are conducted in English.

Arlington Heights, Illinois

Baldwin Financial Advisors, LLC is located in Arlington Heights, Illinois and provides financial planning and investment management services. The firm specializes in retirement planning and investment management.

Murray, Utah

RISE Wealth Management & Planning is based in Murray, Utah and provides investment management and wealth management services. The firm works with clients on portfolio management and financial planning matters. English is the primary language of service.

Baraboo, Wisconsin

Independent RIA

MBE Wealth is an independent registered investment advisor based in Baraboo, Wisconsin, offering investment management, wealth management, and financial planning services. The firm works with clients in English and maintains a client-focused practice.

Parker, Colorado

Eight Peaks Wealth Management is a fiduciary financial advisory firm based in Parker, Colorado. They provide financial planning and investment management services, with specialties in wealth management and small business advising. The firm operates on a fiduciary basis, meaning advisors are obligated to act in clients' best interests.

Bridgeville, Pennsylvania

Waldron Private Wealth is located in Bridgeville, Pennsylvania and provides financial planning and investment management services. The firm specializes in wealth management and investment management for its clients.

Land O' Lakes, Florida

Based in Land O' Lakes, Union Financial Services provides personalized financial planning and investment management services. Clients have given Union Financial Services a 5-star rating across 31 reviews. Get in touch with Union Financial Services to start working toward your investment and retirement goals

The Villages, Florida

Wirehouse

Based in The Villages, Merrill Lynch Wealth Management provides personalized financial planning and investment management services. Their advisory team specializes in professional portfolio management and asset allocation, holistic wealth management for high-net-worth clients, comprehensive financial planning, and investment portfolio management. Reach out to Merrill Lynch Wealth Management to learn how their advisors can help you build a stronger financial future

Cedar Rapids, Iowa

Wirehouse

Merrill Lynch Wealth Management in Cedar Rapids, Iowa provides financial planning and investment management services. As a wirehouse firm, the office serves clients seeking wealth management support across a range of financial needs.

Dallas, Texas

Leap Wealth Management is an investment and wealth management firm based in Dallas, Texas. The firm serves clients seeking investment management and wealth management services. It holds a 4.2 rating on Google based on 11 client reviews.

Elgin, Illinois

Insurance-Based

Northwestern Mutual operates an Elgin, Illinois office providing insurance planning, investment management, and wealth management services. The firm offers financial planning, insurance analysis, and investment management to clients. Services are conducted in English.

Des Moines, Iowa

Gremler Wealth Management is based in Des Moines, Iowa and provides investment management and wealth management services. The firm works with clients seeking assistance with portfolio strategy and financial planning.

Wilbraham, Massachusetts

RMG Wealth Management Group operates from Wilbraham, Massachusetts, providing investment management, wealth management, and financial planning services. The firm works with clients in English.

Janesville, Wisconsin

Wirehouse

Terrapin Wealth Management of Wells Fargo Advisors Financial Network is a wirehouse firm based in Janesville, Wisconsin. The firm provides financial planning and investment management services, with specialties in investment management and wealth management. Additional details regarding fee structure and advisor credentials are not publicly available.

Roanoke, Virginia

Insurance-Based

Andrew Fenstermaker is a co-founder and financial advisor at Solid Rock Financial Partners, LLC in Roanoke, Virginia. The firm specializes in retirement planning and investment management, offering financial planning and insurance analysis services. Solid Rock Financial Partners operates as an insurance-based advisory firm.

Fort Wayne, Indiana

Luminary Wealth is a fiduciary investment advisor based in Fort Wayne, Indiana. The firm provides investment management, financial planning, retirement planning, and estate planning services. Languages served include English.

Lafayette, Louisiana

Blake Harper at ADVSR Wealth Management in Lafayette, Louisiana provides financial planning and investment management services. The firm specializes in investment management and wealth management. Blake Harper holds a 5-star rating based on 3 Google reviews.

Chapel Hill, North Carolina

Bolin Creek Wealth Advisors, LLC is an investment management firm based in Chapel Hill, North Carolina. The firm provides financial planning and investment management services to clients. Additional details on credentials, fee structure, and team specialization are not currently available.

Annapolis, Maryland

Fee-Only

Modera Wealth Management is a fee-only fiduciary firm in Annapolis, Maryland, offering estate planning, financial planning, insurance analysis, investment management, retirement planning, and tax planning services. The firm specializes in estate planning, insurance planning, investment management, retirement planning, tax strategy, and wealth management. They conduct business in English.

Reno, Nevada

Wealthspire is an investment management firm based in Reno, Nevada. The firm offers financial planning and investment management services. English is spoken.

Milwaukee, Wisconsin

Wirehouse

Merrill Lynch Wealth Management operates in Milwaukee, Wisconsin, offering financial planning and investment management services. As a wirehouse firm, they provide wealth management across a range of client needs. The office serves English-speaking clients and holds a 5-star rating based on available reviews.

Cedar Rapids, Iowa

Carson Wealth is based in Cedar Rapids, Iowa and offers estate planning, financial planning, and retirement planning services. The firm specializes in estate planning, investment management, retirement planning, and wealth management. Team members hold the CLU credential, and the firm conducts business in English.

Cleveland, Tennessee

Insurance-Based

Northwestern Mutual operates from Cleveland, Tennessee, offering financial planning, insurance analysis, and investment management services. The firm focuses on insurance planning, investment management, and wealth management for clients seeking integrated financial solutions.

St. Louis, Missouri

Independent RIA

Your RIA is an independent registered investment advisor based in St. Louis, Missouri, operating under fiduciary obligation. The firm provides estate planning, financial planning, and investment management services. Specific fee structures and advisor credentials are not publicly listed.

Frankfort, Kentucky

Ross Kline - Financial Advisor operates in Frankfort, Kentucky, providing financial planning and investment management services. The practice specializes in retirement planning and investment management. The firm maintains a 5-star rating based on 23 Google reviews.

Sumter, South Carolina

Insurance-Based

Northwestern Mutual is an insurance-based firm in Sumter, South Carolina, offering financial planning, insurance analysis, and investment management. The firm specializes in insurance planning, investment management, and wealth management services.

Cary, North Carolina

Fee-Only

Whitener Capital Management, Inc. operates as a fee-only investment advisor in Cary, North Carolina. The firm provides financial planning and investment management services and is registered as a fiduciary. English-speaking clients can contact the firm for more information about its service offerings.

Ormond Beach, Florida

Insurance-Based

Based in Ormond Beach, Northwestern Mutual - Ormond Beach provides personalized financial planning and investment management services. Areas of focus include comprehensive financial planning and investment portfolio management. The firm operates Daily: 9AM-5PM. Get in touch with Northwestern Mutual - Ormond Beach to start working toward your investment and retirement goals

Crestview Hills, Kentucky

Insurance-Based

Northwestern Mutual in Crestview Hills, Kentucky provides financial planning, insurance analysis, and investment management services. The firm specializes in insurance planning, investment management, and wealth management for clients seeking integrated financial strategies.

Alpharetta, Georgia

Daner Wealth Management, based in Alpharetta, Georgia, provides investment management, wealth management, and financial planning services. The firm serves clients seeking assistance with portfolio strategy and financial planning needs.

Bakersfield, California

Insurance-Based

Northwestern Mutual operates in Bakersfield, California, offering insurance planning, investment management, and wealth management services. The firm provides financial planning, insurance analysis, and investment management to clients. English is spoken at this location.

Tyler, Texas

Gibson Wealth Advisors is located in Tyler, Texas and provides financial planning, investment management, and retirement planning services. The firm specializes in investment management and retirement planning for its clients.

Aiken, South Carolina

Wirehouse

Merrill Lynch Wealth Management operates in Aiken, South Carolina as part of the Merrill Lynch wirehouse platform. The firm provides financial planning and investment management services within its wealth management practice. English is the primary language for client interactions.

Winter Springs, Florida

Independent RIA

Serving the Winter Springs community, Wealth Enhancement Group offers professional investment advisory services tailored to each client's goals. Their advisory team specializes in comprehensive financial planning and investment portfolio management. With a 4.8-star Google rating from 4 reviews, Wealth Enhancement Group is well-regarded by clients in the area. Get in touch with Wealth Enhancement Group to start working toward your investment and retirement goals

Belmont, North Carolina

Catawba River Capital, based in Belmont, North Carolina, provides estate planning and wealth management services. The firm operates on a fiduciary basis and serves clients in English.

Scranton, Pennsylvania

Wirehouse

Merrill Lynch Wealth Management operates in Scranton, Pennsylvania, providing financial planning and investment management services. As a wirehouse firm, the office offers wealth management and investment management specialties to clients in the region.

Baltimore, Maryland

United Capital Financial Advisors, based in Baltimore, Maryland, provides financial planning and investment management services. The firm specializes in retirement planning and investment management for its clients.

Bloomington, Illinois

Thrivent Financial - Heart of Illinois Financial Advisors is based in Bloomington, Illinois and provides retirement planning, investment management, and estate planning services. The firm serves clients in English.

Middletown, Delaware

Savant Wealth Management is a fiduciary-regulated investment advisor based in Middletown, Delaware, providing investment management and wealth management services. The firm operates under fiduciary standards when managing client accounts.

Albuquerque, New Mexico

Wealth Management Legacy Planning Group is an Albuquerque-based firm providing estate planning, investment management, and wealth management services. The firm offers financial planning, investment management, and tax planning to clients. It holds a 4.9 rating on Google based on 13 reviews.

Decatur, Illinois

Idle Clevenger Wealth Management is an investment-advisory firm located in Decatur, Illinois. The firm provides financial planning and investment management services. Service areas include investment management and wealth management. The firm operates in English.

Tampa, Florida

Wirehouse

Based in Tampa, Merrill Lynch Financial Advisor Jose Rivas provides personalized financial planning and investment management services. Clients benefit from comprehensive retirement planning and income distribution strategies, professional portfolio management and asset allocation, and investment portfolio management. The team includes advisors fluent in English and Spanish. Reach out to Merrill Lynch Financial Advisor Jose Rivas to learn how their advisors can help you build a stronger financial future

Toms River, New Jersey

Wirehouse

Merrill Lynch Wealth Management, located in Toms River, New Jersey, provides financial planning and investment management services to clients. As a wirehouse firm, the office offers wealth management and investment management capabilities. The practice operates in English and maintains a 3-star rating based on client reviews.

Coldwater, Ohio

Insurance-Based

Northwestern Mutual in Coldwater, Ohio provides financial planning, insurance analysis, and investment management services. The firm specializes in insurance planning, investment management, and wealth management. Services are offered in English.

Portland, Maine

CAPTRUST, based in Portland, Maine, provides investment management, wealth management, and small business advisory services. The firm works with clients seeking guidance across multiple financial areas.

Media, Pennsylvania

Wirehouse

Merrill Lynch Wealth Management operates in Media, Pennsylvania, offering financial planning and investment management services. As a wirehouse firm, the office provides wealth management support to clients seeking guidance on portfolio construction and financial strategy. English-language services are available.

Christiansburg, Virginia

Insurance-Based

Dakota Dolgos is a financial advisor at Ascend Financial Strategies, LLC in Christiansburg, Virginia. The firm specializes in retirement planning and investment management, and provides insurance analysis services. The firm operates on an insurance-based model.

Summerfield, Florida

Rob Elstad-Momentum Wealth is a financial advisory firm in Summerfield, Florida dedicated to helping clients achieve their financial objectives. Call Rob Elstad-Momentum Wealth today to explore personalized financial planning options

Naples, Florida

Prudent Financial Services, LLC is a financial advisory firm in Naples, Florida dedicated to helping clients achieve their financial objectives. Clients benefit from comprehensive financial planning and investment portfolio management. Reach out to Prudent Financial Services, LLC to learn how their advisors can help you build a stronger financial future

Florence, South Carolina

Insurance-Based

Northwestern Mutual in Florence, South Carolina provides financial planning, insurance analysis, and investment management services. The firm specializes in insurance planning, investment management, and wealth management. Services are offered in English.

Spokane, Washington

Mountain View Financial Advisors - Thrivent is located in Spokane, Washington and provides retirement planning, investment management, and estate planning services. The firm operates as a Thrivent affiliate.

Keene, New Hampshire

Upper Valley Wealth Management operates from Keene, New Hampshire and provides investment management and wealth management services. The firm works with clients in English.

Crowley, Louisiana

Altus Wealth Management LLC is based in Crowley, Louisiana and provides investment management and wealth management services. The firm works with clients in English.

Salida, Colorado

Mandala Financial Advisors - Salida is based in Salida, Colorado and offers financial planning and investment management services. The firm specializes in investment management and wealth management for its clients.

Franklin, Tennessee

Wirehouse

Merrill Lynch Wealth Management provides financial planning and investment management services to clients in Franklin, Tennessee. As a wirehouse firm, the practice offers investment management and wealth management services. Specific fee structures and advisor credentials are available upon request.

Missoula, Montana

Nexus Wealth Management is based in Missoula, Montana and provides financial planning and investment management services. The firm specializes in investment management and wealth management.

Ocala, Florida

Based in Ocala, Alliance Advisors Wealth Management LLC provides personalized financial planning and investment management services. Areas of focus include professional portfolio management and asset allocation and holistic wealth management for high-net-worth clients. Contact Alliance Advisors Wealth Management LLC to schedule a consultation and discuss your financial goals

Rapid City, South Dakota

BMS Financial Advisors is based in Rapid City, South Dakota, and specializes in retirement planning and investment management. The firm provides services in English.

Victor, New York

Insurance-Based

Louis Bacchetta, Financial Advisor at Eagle Strategies, is located in Victor, New York. The firm provides financial planning and insurance analysis services, with specialties in retirement planning and investment management. The firm operates on an insurance-based model and serves clients in English.

Herndon, Virginia

Mario Roberto Orozco, Financial Advisor at Eldenstreet Financial, provides financial planning services with a focus on retirement planning and investment management. Based in Herndon, Virginia, the firm works with clients in English.

Newtown, Pennsylvania

Merit Financial Advisors is located in Newtown, Pennsylvania and provides financial planning and investment management services. The firm specializes in retirement planning and investment management. They conduct business in English.

Summersville, West Virginia

Insurance-Based

Northwestern Mutual in Summersville, West Virginia provides financial planning, insurance analysis, and investment management services. The firm specializes in insurance planning, investment management, and wealth management. Service offerings include evaluation of insurance needs and management of investment portfolios as part of a broader financial planning approach.

Fayetteville, New York

Tompkins Financial Advisors is based in Fayetteville, New York and provides retirement planning and investment management services. The firm works with clients on retirement strategy and portfolio management.

Yuma, Arizona

Southern Pacific Asset Management, LLC is located in Yuma, Arizona and provides estate planning, investment management, and retirement planning services. The firm serves clients with English-language needs.

Montgomery, Alabama

Patrick "Clay" Edwards, Principal and Financial Advisor at WealthMark Financial Strategies in Montgomery, Alabama, provides financial planning services with a focus on retirement planning and investment management.

Poughkeepsie, New York

Wirehouse

Merrill Lynch Wealth Management operates in Poughkeepsie, New York as a wirehouse firm. The practice provides financial planning and investment management services across wealth management and investment management specialties. Services are available in English.

Carlsbad, California

Atterbury Investment Management is based in Carlsbad, California and provides investment management services. The firm specializes in investment management for its clients.

Fairhope, Alabama

Crimson Wealth Management is an investment advisor based in Fairhope, Alabama, offering investment management and wealth management services. The firm operates in English and has earned a 5-star rating from Google reviews.

Topeka, Kansas

Reinert Wealth Management is located in Topeka, Kansas and provides investment management and wealth management services to clients. The firm operates in English and holds a 5-star rating based on client reviews.

Orlando, Florida

Fee-Only

Savant Wealth Management is a financial advisory firm in Orlando, Florida dedicated to helping clients achieve their financial objectives. Their advisory team specializes in professional portfolio management and asset allocation, holistic wealth management for high-net-worth clients, comprehensive financial planning, and investment portfolio management. The firm operates on a Fee-Only basis. Reach out to Savant Wealth Management to learn how their advisors can help you build a stronger financial future

Baton Rouge, Louisiana

Stenger Family Office is an investment management firm based in Baton Rouge, Louisiana, offering wealth management and investment management services. The firm serves clients seeking professional portfolio oversight and financial planning support. With a 5-star rating from 44 Google reviews, the firm operates in English.

Sugar Notch, Pennsylvania

Carla Jagodzinski, Financial Advisor operates Jagodzinski Financial Boutique in Sugar Notch, Pennsylvania. The firm provides financial planning services with specialties in retirement planning and investment management. Services are offered in English.

Costa Mesa, California

CAPTRUST is an investment advisory firm based in Costa Mesa, California, offering financial planning and investment management services. The firm serves clients with small business and wealth management needs. CAPTRUST holds a 4.5-star rating on Google based on client reviews.

Naperville, Illinois

VestGen Wealth Partners is located in Naperville, Illinois and provides investment management and wealth management services. The firm serves clients seeking guidance across these core practice areas.

Spokane, Washington

Mountain Sky Wealth Management is based in Spokane, Washington and provides investment management, wealth management, and financial planning services. The firm serves clients in English.

College Station, Texas

Fee-Only Independent RIA

Paragon Financial Advisors is a fee-only independent RIA based in College Station, Texas. The firm provides estate planning, financial planning, and investment management services. As a fiduciary, it operates under a duty to act in clients' best interests.

Philadelphia, Pennsylvania

Fee-Only Independent RIA

Zenith Wealth Partners is an independent registered investment advisor based in Philadelphia, Pennsylvania. The firm provides investment management and wealth management services on a fee-only basis and operates as a fiduciary. The firm holds a 5-star rating on Google from 47 reviews and conducts business in English.

Victor, New York

The Pitti Group Wealth Management is located in Victor, New York and provides investment management, wealth management, and financial planning services. Team members hold CFP credentials. The firm serves clients in English.

Vero Beach, Florida

Insurance-Based

Northwestern Mutual is a financial advisory firm in Vero Beach, Florida dedicated to helping clients achieve their financial objectives. The firm provides expertise in comprehensive financial planning and investment portfolio management. Call Northwestern Mutual today to explore personalized financial planning options

Amarillo, Texas

Credent Wealth Management operates in Amarillo, Texas and provides financial planning and investment management services. The firm specializes in investment management and wealth management. English is spoken at the office.

Hot Springs, Arkansas

Phoenix Rising Wealth Management, located in Hot Springs, Arkansas, provides investment management and wealth management services. The firm serves clients seeking guidance on portfolio management and related financial matters. With a 5-star rating across 56 Google reviews, the firm operates in English.

Kinderhook, New York

Independent RIA

Siena Private Wealth is an independent registered investment adviser located in Kinderhook, New York. The firm provides financial planning and investment management services to its clients. Specific credentials, fee arrangements, and detailed service offerings can be obtained by contacting the firm directly.

Peru, Indiana

Insurance-Based

Northwestern Mutual in Peru, Indiana provides financial planning, insurance analysis, and investment management services. The firm specializes in insurance planning, investment management, and wealth management. Services are offered in English.

St Simons Island, Georgia

Harvard Wealth Management, based in St Simons Island, Georgia, provides financial planning and investment management services. The firm works with clients on investment management, small business matters, and wealth management needs.

Tampa, Florida

Independent RIA

Clients in Tampa and throughout Florida rely on Sickle Hunter Financial Advisors for expert financial guidance and investment management. Areas of focus include comprehensive retirement planning and income distribution strategies, professional portfolio management and asset allocation, comprehensive financial planning, investment portfolio management, and tax planning and preparation. The firm holds a 5-star rating based on 14 reviews. Get in touch with Sickle Hunter Financial Advisors to start working toward your investment and retirement goals

Kansas City, Missouri

Wirehouse

Merrill Lynch Financial Advisor Chris Teahan serves clients in Kansas City, Missouri. The practice focuses on retirement planning, investment management, and financial planning services. Fee structure and advisor credentials are available upon contact.

Vero Beach, Florida

Conway Financial Planning is a financial advisory firm in Vero Beach, Florida dedicated to helping clients achieve their financial objectives. Clients have given Conway Financial Planning a 5-star rating across 1 reviews. Reach out to Conway Financial Planning to learn how their advisors can help you build a stronger financial future

Pittsburgh, Pennsylvania

Proxima Wealth Management is based in Pittsburgh, Pennsylvania and provides investment management and wealth management services. The firm works with clients in English.

St. Louis, Missouri

JAG Capital Management is an investment-management firm based in St. Louis, Missouri. The firm provides investment management and wealth management services to clients. Services are offered in English.

Fort Scott, Kansas

Insurance-Based

Northwestern Mutual operates in Fort Scott, Kansas, offering financial planning, insurance analysis, and investment management services. The firm specializes in insurance planning, investment management, and wealth management. Services are delivered in English.

Bowling Green, Kentucky

Insurance-Based

Northwestern Mutual in Bowling Green, Kentucky provides financial planning, insurance analysis, and investment management services. The firm specializes in insurance planning, investment management, and wealth management for clients seeking integrated financial strategies.

Atlanta, Georgia

Wirehouse

Merrill Lynch Wealth Management operates in Atlanta and provides financial planning and investment management services. As a wirehouse firm, the office serves clients seeking wealth management and investment guidance. The firm holds a 4.5-star rating based on client reviews.

Alpharetta, Georgia

Rachel Wilder, Financial Advisor at Wilder Wealth Strategies, LLC, is based in Alpharetta, Georgia. The firm provides financial planning services with specialties in retirement planning and investment management.

Wapakoneta, Ohio

Insurance-Based

Northwestern Mutual in Wapakoneta, Ohio provides financial planning, insurance analysis, and investment management services. The firm specializes in insurance planning, investment management, and wealth management. Services are delivered in English.

Amarillo, Texas

Wirehouse

Merrill Lynch Wealth Management operates in Amarillo, Texas as a wirehouse providing investment management and wealth management services. The firm offers financial planning and investment management to clients. Services are available in English.

Reno, Nevada

Fee-Only

Alchemy Wealth Management is a fee-only advisory firm in Reno, Nevada, specializing in investment management, retirement planning, and tax strategy. The firm provides financial planning, investment management, retirement planning, and tax planning services and operates as a fiduciary. It serves clients in English and maintains a 5-star rating on Google.

St Paul, Minnesota

Insurance-Based

Northwestern Mutual operates in St Paul, Minnesota, offering financial planning, insurance analysis, and investment management services. The firm specializes in insurance planning, investment management, and wealth management as an insurance-based advisory business.

West Des Moines, Iowa

Carlson Wealth Management is an investment advisory firm based in West Des Moines, Iowa. The firm provides investment management, wealth management, and financial planning services. They conduct business in English.

Stuart, Florida

Wirehouse

Based in Stuart, Merrill Lynch Wealth Management provides personalized financial planning and investment management services. Areas of focus include professional portfolio management and asset allocation, holistic wealth management for high-net-worth clients, comprehensive financial planning, and investment portfolio management. The firm holds a 4.3-star rating based on 6 reviews. Reach out to Merrill Lynch Wealth Management to learn how their advisors can help you build a stronger financial future

Charlotte, North Carolina

CayDen Wealth Management, based in Charlotte, North Carolina, provides investment management, wealth management, and financial planning services. The firm operates in English and has received a 5-star rating across Google reviews.

Scottsdale, Arizona

Independent RIA

Wilde Wealth Management Group is an independent registered investment advisor in Scottsdale, Arizona, serving clients with investment management and retirement planning. The firm also provides estate planning and insurance analysis services. The firm operates on an English-language basis and holds a 4.5-star rating from Google reviews.

Omaha, Nebraska

Avant-Garde Wealth Partners is a wealth management firm in Omaha, Nebraska, offering investment management, wealth management, and financial planning services. The firm conducts business in English.

York, Pennsylvania

Langan Financial Group Retirement & Wealth Management is located in York, Pennsylvania and offers investment management, retirement planning, and wealth management services. The firm provides financial planning, insurance analysis, and investment management to clients.

Stamford, Connecticut

OneNorthStar is a financial planning and investment management firm based in Stamford, Connecticut. The firm provides investment management, retirement planning, financial planning, and estate planning services. English is spoken.

Washington, District Of Columbia

Carson Wealth, based in Washington, DC, provides estate planning, financial planning, and retirement planning services. The firm specializes in estate planning, investment management, retirement planning, and wealth management. Team members hold the CLU credential. Services are offered in English.

Knoxville, Tennessee

Marsh Wealth Management, based in Knoxville, Tennessee, provides financial planning and investment management services. The firm specializes in wealth management and investment management for its clients.

Andover, New Jersey

Hampton Square Wealth Management is located in Andover, New Jersey, and provides investment management, wealth management, and financial planning services. The firm serves clients seeking guidance across multiple areas of personal finance.

Altoona, Iowa

RCI Wealth Management is an investment advisory firm located in Altoona, Iowa, offering investment management and wealth management services. The firm works with clients in English.

Charlotte, North Carolina

Signature Wealth Strategies is an investment-management firm based in Charlotte, North Carolina. The firm provides investment management and wealth management services to clients.

Eagle, Colorado

Elevate Capital Advisors provides investment management and estate planning services to clients in Eagle, Colorado. The firm also offers insurance analysis as part of its advisory practice. Specific credentials, fee arrangements, and detailed service scope are not listed.

Quincy, Illinois

Donovan Prost is a wealth management advisor in Quincy, Illinois, providing investment management and wealth management services. The firm works with clients in English.

Metairie, Louisiana

Megan Davenport, Financial Advisor with Davenport Wealth Strategies, is based in Metairie, Louisiana. She provides financial planning services with specialization in retirement planning and investment management. She conducts business in English.

Cumming, Georgia

Fee-Only

Financial Consultants Group is a fee-only investment advisor based in Cumming, Georgia, providing financial planning and investment management services. The firm operates under a fiduciary standard and conducts business in English.

Henderson, Nevada

Kore Wealth Management is an investment advisor based in Henderson, Nevada, offering investment management and wealth management services. The firm operates in English and holds a 5-star rating on Google based on client reviews.

Bixby, Oklahoma

360 Wealth Management is located in Bixby, Oklahoma and provides financial planning and investment management services. The firm specializes in investment management and wealth management.

Auburn, Indiana

Credent Wealth Management in Auburn, Indiana offers investment management and financial planning services. The firm serves clients seeking wealth management support in the local area.

Upper St Clair, Pennsylvania

Wirehouse

Merrill Lynch Wealth Management operates from Upper St Clair, Pennsylvania as a wirehouse offering financial planning and investment management services. The firm serves clients seeking wealth management and investment guidance.

Melbourne, Florida

Fee-Only

Moisand Fitzgerald Tamayo, LLC helps individuals and families in Melbourne, Florida build and protect their wealth through comprehensive financial planning. Their advisory team specializes in comprehensive financial planning and investment portfolio management. The firm operates on a Fee-Only basis. The team includes advisors fluent in English and Spanish. The firm holds a 4-star rating based on 1 reviews. Contact Moisand Fitzgerald Tamayo, LLC to schedule a consultation and discuss your financial goals

Tucson, Arizona

Wirehouse

Merrill Lynch Wealth Management operates in Tucson, Arizona, offering financial planning and investment management services. As a wirehouse firm, it provides wealth management support to clients seeking professional advisory services. The office conducts business in English.

San Luis Obispo, California

San Luis Wealth Advisors is based in San Luis Obispo, California and provides investment management, wealth management, and estate planning services. The firm works with clients in English.

Kennewick, Washington

Wirehouse

Merrill Lynch Wealth Management in Kennewick, Washington provides financial planning and investment management services. As a wirehouse firm, the office offers wealth management and investment management to clients in the region. The team conducts business in English.

Manchaca, Texas

Entirety Financial is an investment management firm based in Manchaca, Texas. The firm provides investment management services to clients. Services are conducted in English.

New York, New York

Insurance-Based

Alfredo Alves De Lima operates Eagle Strategies in New York, providing financial planning and insurance analysis services. The firm specializes in retirement planning and investment management, with an insurance-based business model. Services are offered in English.

Latham, New York

Phillip Mabey operates as a financial advisor with Northway Financial Group LLC in Latham, New York. The practice specializes in retirement planning and investment management, offering financial planning services. Contact the firm directly for information on fee structures and specific service details.

Dallas, Texas

Christene Dino Hobbs is a financial advisor at Island Wealth Strategies and Insurance Solutions, LLC in Dallas, Texas. The firm provides financial planning, retirement planning, and investment management services. English is spoken.

Auburn, Alabama

Jackson Thornton Wealth Management - Auburn is located in Auburn, Alabama and provides financial planning and investment management services. The firm specializes in investment management and wealth management for its clients.

Cedar Rapids, Iowa

EDGE Investment Solutions is based in Cedar Rapids, Iowa and provides investment management, financial planning, and retirement planning services. The firm specializes in wealth management for clients seeking guidance on investment strategy and retirement readiness. EDGE has a 5-star rating on Google from 53 reviews.

Lexington, Kentucky

JT Davis Asset Management is based in Lexington, Kentucky and provides financial planning and investment management services. The firm holds a 4.5-star rating on Google based on eight client reviews. Specific details about fee structures and advisor credentials are not publicly listed.

Birmingham, Alabama

Somerset Advisory is an investment advisory firm based in Birmingham, Alabama, offering financial planning and investment management services. The firm specializes in wealth management and investment management for its clients.

Northbrook, Illinois

Wirehouse

Merrill Lynch Wealth Management operates in Northbrook, Illinois as a wirehouse providing investment management and wealth management services. The firm offers financial planning and investment management to clients. Services are available in English.

Kingston, New York

Wirehouse

Merrill Lynch Wealth Management operates in Kingston, New York as a wirehouse firm providing financial planning and investment management services. The firm specializes in wealth management and investment management for its clients. Services are conducted in English.

Charleston, West Virginia

NTV Asset Management LLC is an investment management firm based in Charleston, West Virginia. The firm provides investment management services to clients. Additional details regarding service scope, fee structure, and team credentials are not publicly available.

Monessen, Pennsylvania

Insurance-Based

Northwestern Mutual operates an office in Monessen, Pennsylvania, offering insurance planning, investment management, and wealth management services. The firm provides financial planning, insurance analysis, and investment management to clients. Services are conducted in English.

Pasadena, California

Fee-Only Independent RIA

Fiducia Wealth Management is an independent RIA based in Pasadena, California, offering estate planning, financial planning, and investment management on a fee-only basis. Investment Advisor Representative Juan Salazar works with clients in English and Spanish. The firm operates as a fiduciary.

Salem, Oregon

Wirehouse

Merrill Lynch Wealth Management is a wirehouse-based firm located in Salem, Oregon, offering financial planning and investment management services. The firm provides wealth management and investment management specialties to clients in the region.

Tyler, Texas

Wirehouse

Merrill Lynch Wealth Management operates in Tyler, Texas, offering financial planning and investment management services. As a wirehouse firm, the office provides wealth management and investment advisory to clients in the region.

Montpelier, Vermont

One Day In July Financial Advisors is based in Montpelier, Vermont and provides retirement planning and investment management services. The firm serves clients seeking guidance on these core financial planning areas.

Ocala, Florida

Truesdell Wealth is a trusted investment advisory firm serving clients in Ocala, Florida. The firm provides expertise in investment portfolio management. Clients have given Truesdell Wealth a 5-star rating across 1 reviews. Reach out to Truesdell Wealth to learn how their advisors can help you build a stronger financial future

Wayzata, Minnesota

Wirehouse

Merrill Lynch Wealth Management operates in Wayzata, Minnesota, offering financial planning and investment management services. The firm provides wealth management and investment management across a range of client needs. Services are conducted in English, and the office maintains a 3.7 rating based on customer reviews.

Norfolk, Nebraska

Insurance-Based

Northwestern Mutual in Norfolk, Nebraska provides insurance planning, financial planning, and investment management services. The firm specializes in insurance analysis and wealth management. Services are delivered in English.

Lewisburg, West Virginia

Insurance-Based

Northwestern Mutual in Lewisburg, West Virginia provides financial planning, insurance analysis, and investment management services. The firm specializes in insurance planning, investment management, and wealth management. Service is conducted in English.

Morristown, Vermont

One Day In July Financial Advisors, based in Morristown, Vermont, specializes in retirement planning and investment management. The firm serves clients seeking guidance on these core areas, though specific service details and fee information are available directly from the advisor.

Rockford, Illinois

UMB Private Wealth Management Center, located in Rockford, Illinois, provides investment management, wealth management, and financial planning services. The firm serves clients in English.

Geneva, Illinois

Fee-Only

Serving the Geneva community, Lenity Financial, Inc. offers professional investment advisory services tailored to each client's goals. The firm provides expertise in comprehensive financial planning. The firm operates on a Fee-Only basis. The firm holds a 5-star rating based on 10 reviews. The team holds CFP credentials. Contact Lenity Financial, Inc. to schedule a consultation and discuss your financial goals

Baraboo, Wisconsin

Baus Wealth Management provides investment management and wealth management services to clients in Baraboo, Wisconsin. The firm operates locally and conducts business in English.

Naples, Florida

Patrumin Investors is a trusted investment advisory firm serving clients in Naples, Florida. Clients benefit from investment portfolio management. Advisors are available who speak English and Spanish. Clients have given Patrumin Investors a 5-star rating across 5 reviews. Call Patrumin Investors today to explore personalized financial planning options

Irving, Texas

Premier Investments and Wealth Management, based in Irving, Texas, provides investment management and retirement planning services. The firm serves clients with small business and wealth management needs. Specific details regarding fee structure and advisor credentials were not available.

Rockwall, Texas

Crestview Wealth Management is an investment management firm based in Rockwall, Texas. The firm provides investment management services to clients and operates in English.

Biloxi, Mississippi

Roberts Wealth Management, based in Biloxi, Mississippi, provides investment management, wealth management, and financial planning services. The firm serves clients in Chinese, English, and Spanish.

Texas City, Texas

Lifestyle Financial Advisors is a financial planning firm based in Texas City, Texas. The firm provides retirement planning, investment management, and financial planning services. Services are offered in English.

Edina, Minnesota

Boulevard Wealth Management is located in Edina, Minnesota and provides investment management, wealth management, and financial planning services. The firm operates primarily in English and has received a 5-star rating across 26 Google reviews.

Lakeland, Florida

Insurance-Based

Northwestern Mutual is a trusted investment advisory firm serving clients in Lakeland, Florida. The firm provides expertise in comprehensive financial planning and investment portfolio management. Northwestern Mutual is available Daily: 8AM-5PM. Reach out to Northwestern Mutual to learn how their advisors can help you build a stronger financial future

Baton Rouge, Louisiana

Olivier Group is based in Baton Rouge, Louisiana and provides financial planning, investment management, retirement planning, and insurance analysis. The firm specializes in investment management, retirement planning, and wealth management services.

Louisville, Kentucky

Meritrust Wealth Management provides estate planning and investment management services to clients in Louisville, Kentucky. The firm specializes in wealth management and estate planning matters. Services are offered in English.

Plattsburgh, New York

Timothy Gonyo is a financial advisor in Plattsburgh, New York, holding the LUTCF and RICP credentials. He specializes in retirement planning and investment management. Specific service offerings and fee structure are available upon inquiry.

Pensacola, Florida

Insurance-Based

Serving the Pensacola community, Northwestern Mutual offers professional investment advisory services tailored to each client's goals. Areas of focus include comprehensive financial planning and investment portfolio management. The firm holds a 5-star rating based on 1 reviews. Get in touch with Northwestern Mutual to start working toward your investment and retirement goals

College Station, Texas

Evan Weeks is a financial advisor based in College Station, Texas, offering investment management and wealth management services. Additional details about fee structure, credentials, and service offerings are not currently available.

Belton, Missouri

Financial Advisor Pro operates in Belton, Missouri and offers financial planning, insurance analysis, investment management, and retirement planning services. The firm specializes in insurance planning, investment management, retirement planning, and wealth management. Financial Advisor Pro is registered as a fiduciary.

Mandan, North Dakota

Kelly Jahner, Financial Advisor provides financial planning and investment management services with a focus on retirement planning. Based in Mandan, North Dakota, the firm works with clients in English.

Birmingham, Alabama

Blalock Williams, LLC is an investment management firm based in Birmingham, Alabama. The firm provides investment management and wealth management services to clients. More detailed information about service offerings, fee structures, and team credentials is not currently available.

Berkeley, California

Tammy Plotkin-Oren operates TPO Financial and Insurance Services in Berkeley, California, offering retirement planning, investment management, and financial planning services. The firm works with clients in English.

Billings, Montana

Buchanan Capital INC is an investment management firm located in Billings, Montana. The firm provides financial planning services and operates primarily in English.

Little Rock, Arkansas

Capital Rock Wealth Management is based in Little Rock, Arkansas and provides investment management, retirement planning, and tax planning services. The firm specializes in helping clients develop strategies across these areas.

Fort Collins, Colorado

Wirehouse

Merrill Lynch Wealth Management operates in Fort Collins, Colorado as a wirehouse offering financial planning and investment management services. The firm provides wealth management and investment management to clients. Service details and fee structures are available directly from their office.

East Longmeadow, Massachusetts

Ferrentino Wealth Management is located in East Longmeadow, Massachusetts and provides investment management, wealth management, and financial planning services. The firm serves clients in English and has received a 5-star rating on Google.

Katy, Texas

Roberts Wealth Management, based in Katy, Texas, provides investment management, wealth management, and financial planning services. The firm serves clients in English, Spanish, and Chinese.

Largo, Florida

Independent RIA

Econologics Financial Advisors is a financial advisory firm in Largo, Florida dedicated to helping clients achieve their financial objectives. Clients benefit from comprehensive retirement planning and income distribution strategies, professional portfolio management and asset allocation, and comprehensive financial planning. The firm holds a 5-star rating based on 74 reviews. Contact Econologics Financial Advisors to schedule a consultation and discuss your financial goals

Myrtle Beach, South Carolina

Wirehouse

Merrill Lynch Wealth Management operates in Myrtle Beach, South Carolina as a wirehouse offering investment management and wealth management services. The firm provides financial planning and investment management to clients. Services are available in English.

Cincinnati, Ohio

Richard Jackson, Financial Advisor at Jackson Wealth Strategies, Ltd operates in Cincinnati, Ohio, providing financial planning services with specialization in retirement planning and investment management. The firm works with clients in English and offers guidance across these core service areas.

Punta Gorda, Florida

Wirehouse

Merrill Lynch Wealth Management is a financial advisory firm in Punta Gorda, Florida dedicated to helping clients achieve their financial objectives. The firm provides expertise in professional portfolio management and asset allocation, holistic wealth management for high-net-worth clients, comprehensive financial planning, and investment portfolio management. Get in touch with Merrill Lynch Wealth Management to start working toward your investment and retirement goals

Reno, Nevada

The Bernard Wealth Management Group is based in Reno, Nevada and provides investment management and wealth management services. The firm works with clients in English.

Bozeman, Montana

Insurance-Based

Leisl Mooer is a financial advisor at McKenna Financial in Bozeman, Montana, offering retirement planning and investment management services. The practice provides financial planning and insurance analysis to clients seeking to evaluate their coverage needs and retirement strategies.

Missoula, Montana

Insurance-Based

Northwestern Mutual in Missoula, Montana provides financial planning, insurance analysis, and investment management services. The firm specializes in insurance planning, investment management, and wealth management. Services are delivered in English.

Racine, Wisconsin

MGA Wealth Management is an investment-advisory firm based in Racine, Wisconsin, specializing in investment management and wealth management services. The firm serves clients in English.

West Chester, Pennsylvania

Financial Coach is based in West Chester, Pennsylvania and provides investment management and financial planning services. The firm operates in English and has received a 5-star rating on Google.

Knoxville, Tennessee

Millennium Wealth Management operates in Knoxville, Tennessee, providing investment management and wealth management services. The firm serves clients seeking assistance with portfolio strategy and financial planning matters.

Amarillo, Texas

Canadian River Wealth Management, LLC is an investment advisory firm based in Amarillo, Texas, offering investment management and wealth management services. The firm operates in English and serves clients seeking professional portfolio oversight and financial planning.

Meridian, Mississippi

Wirehouse

Merrill Lynch Wealth Management in Meridian, Mississippi provides financial planning and investment management services. As a wirehouse firm, it offers investment management and wealth management capabilities to clients seeking advisory support.

Carroll, Iowa

Silverleaf Wealth Management in Carroll, Iowa, led by Ann K. Slechta, provides financial planning, insurance analysis, and investment management. The firm specializes in insurance planning, investment management, and wealth management services. Services are available in English.

Jacksonville, Florida

Serving the Jacksonville community, Cohen Wealth Advisory offers professional investment advisory services tailored to each client's goals. Clients have given Cohen Wealth Advisory a 5-star rating across 10 reviews. Get in touch with Cohen Wealth Advisory to start working toward your investment and retirement goals

Keene, New Hampshire

Birch Financial Group is a Keene, New Hampshire-based firm offering investment management, wealth management, and financial planning services. The firm works with clients in English and operates on an unspecified fee structure.

New Orleans, Louisiana

Wirehouse

Merrill Lynch Wealth Management operates in New Orleans, Louisiana, offering financial planning and investment management services. The firm serves clients seeking wealth management support through its wirehouse platform.

Fort Myers, Florida

Based in Fort Myers, Paramount Financial Advisors, LLC provides personalized financial planning and investment management services. Clients benefit from comprehensive retirement planning and income distribution strategies and professional portfolio management and asset allocation. Reach out to Paramount Financial Advisors, LLC to learn how their advisors can help you build a stronger financial future

Fayetteville, North Carolina

Wirehouse

Merrill Lynch Wealth Management operates in Fayetteville, North Carolina, offering financial planning and investment management services. As a wirehouse firm, the practice provides investment management and wealth management specialties to clients in the area.

Kalispell, Montana

Insurance-Based

Northwestern Mutual's Kalispell office provides financial planning, insurance analysis, and investment management services. The firm specializes in insurance planning, investment management, and wealth management. Services are conducted in English.

Beaver, Pennsylvania

Three Cord True Wealth Management is a fiduciary investment advisor based in Beaver, Pennsylvania. The firm provides financial planning, investment management, Social Security optimization, and tax planning services, with specialties in retirement planning and wealth management. The firm operates under a fiduciary standard and holds a 5-star rating on Google.

Wilkes-Barre, Pennsylvania

Musto Tax & Insurance Services is based in Wilkes-Barre, Pennsylvania and provides investment management, retirement planning, and wealth management services. The firm offers insurance analysis and retirement planning support. Team members hold the CLU credential.

Plymouth, Indiana

Insurance-Based

Northwestern Mutual's Plymouth, Indiana office provides insurance planning, investment management, and wealth management services. The firm offers financial planning, insurance analysis, and investment management to clients. Services are delivered in English.

West Fargo, North Dakota

NorthStar Financial Group, based in West Fargo, North Dakota, provides investment management, retirement planning, and wealth management services. The firm specializes in retirement planning for its clients.

Tucson, Arizona

United Capital Financial Advisors is located in Tucson, Arizona and provides financial planning and investment management services. The firm specializes in retirement planning and investment management. Services are conducted in English.

St. Augustine, Florida

Based in St. Augustine, Infinite Investment Strategies provides personalized financial planning and investment management services. The firm provides expertise in comprehensive financial planning. With a 5-star Google rating from 10 reviews, Infinite Investment Strategies is well-regarded by clients in the area. Get in touch with Infinite Investment Strategies to start working toward your investment and retirement goals

Roanoke, Virginia

Selective Wealth Management - Roanoke is located in Roanoke, Virginia and provides financial planning and investment management services. The firm specializes in investment management and wealth management for its clients.

Scottsdale, Arizona

Halbert Hargrove Scottsdale is based in Scottsdale, Arizona and offers investment management, financial planning, and retirement planning services. The firm provides wealth management guidance to clients seeking to structure their finances and plan for retirement.

Philadelphia, Mississippi

Kevin Vaughn, Financial Advisor with Wise Financial Group, LLC, operates in Philadelphia, Mississippi and provides financial planning services with a focus on retirement planning and investment management. English is spoken.

Santa Fe, New Mexico

Independent RIA

Thornburg Investment Management is an independent registered investment advisor based in Santa Fe, New Mexico, providing investment management services to clients. The firm holds a 4-star rating on Google based on nine reviews.

Hillsboro, Oregon

Pace Financial Advisors, Inc. is based in Hillsboro, Oregon and provides retirement planning and investment management services. The firm works with clients in English.

Honolulu, Hawaii

Wirehouse

Merrill Lynch Wealth Management operates in Honolulu, Hawaii, providing financial planning and investment management services. As a wirehouse firm, the office offers wealth management and investment management capabilities to clients in Hawaii. The team works in English with local clients seeking comprehensive financial guidance.

Wilmington, Delaware

Wirehouse

Merrill Lynch Wealth Management operates in Wilmington, Delaware as a wirehouse providing financial planning and investment management services. The firm specializes in investment management and wealth management across a range of client needs.

Santa Rosa Beach, Florida

Independent RIA

Palm View Investments is a financial advisory firm in Santa Rosa Beach, Florida dedicated to helping clients achieve their financial objectives. Their advisory team specializes in investment portfolio management. Get in touch with Palm View Investments to start working toward your investment and retirement goals

Fort Wayne, Indiana

Insurance-Based

Neil Bryson, Financial Advisor at Eagle Strategies in Fort Wayne, Indiana, provides financial planning and insurance analysis services. The firm specializes in retirement planning and investment management. Services are offered in English.

Fort Wayne, Indiana

Wealth Advisors Group is an investment management firm based in Fort Wayne, Indiana. The firm provides financial planning and investment management services. More details about credentials, fee structure, and specific service offerings are available upon contact.

Lexington, Kentucky

Jeremy Chase at Meridian Wealth Management, LLC is located in Lexington, Kentucky and provides investment management and retirement planning services. The firm holds CFA credentials and specializes in wealth management alongside its core service offerings.

St Johnsbury, Vermont

Ridgeline Wealth Management is located in St Johnsbury, Vermont and provides investment management and wealth management services. The firm serves clients seeking professional portfolio guidance and comprehensive wealth planning support.

Jamison, Pennsylvania

Insurance-Based

Northwestern Mutual, based in Jamison, Pennsylvania, is an insurance-based firm providing financial planning, insurance analysis, and investment management services. The firm specializes in insurance planning, investment management, and wealth management for clients seeking integrated financial solutions.

Stamford, Connecticut

Financial Advisors Diddel is located in Stamford, Connecticut and provides financial planning services with specialties in retirement planning and investment management. The firm works with clients in English.

Paxton, Illinois

Insurance-Based

Northwestern Mutual in Paxton, Illinois provides financial planning, insurance analysis, and investment management services. The firm specializes in insurance planning, investment management, and wealth management. Services are conducted in English.

Gardendale, Alabama

Wirehouse

Edward Jones - Financial Advisor: Andrew Beard operates in Gardendale, Alabama, providing retirement planning and investment management services. The firm is a wirehouse broker-dealer offering financial advisory services to clients in the area.

Quincy, Illinois

Independent RIA

Heartland Financial Advisors, led by Brian Dreier, is an independent registered investment advisor based in Quincy, Illinois. The firm specializes in retirement planning and investment management services and operates on a fiduciary basis.

Kansas City, Missouri

VestGen Wealth Partners is an investment advisory firm based in Kansas City, Missouri, offering investment management and wealth management services. The firm works with clients in English.

Ithaca, New York

Insurance-Based

Northwestern Mutual operates in Ithaca, New York, offering insurance planning, investment management, and wealth management services. The firm provides financial planning, insurance analysis, and investment management to clients. Services are conducted in English.

Harrisonburg, Virginia

Insurance-Based

Northwestern Mutual in Harrisonburg, Virginia provides financial planning, insurance analysis, and investment management services. The firm specializes in insurance planning, investment management, and wealth management. Services are conducted in English.

Glasgow, Missouri

Arthur Morris Lifestyle Wealth Management LLC is based in Glasgow, Missouri and provides investment management and wealth management services. The firm works with clients in English.

Poughkeepsie, New York

D'Arcangelo Financial Advisors, LLC is based in Poughkeepsie, New York and provides financial planning and investment management services. The firm specializes in retirement planning and investment management for its clients.

Kansas City, Missouri

Independent RIA

Mader & Shannon Wealth Management is an independent registered investment adviser based in Kansas City, Missouri. The firm provides financial planning and investment management services to clients. Specific fee arrangements and credentialing details are available upon inquiry.

Tulsa, Oklahoma

Fee-Only

Front Line Advisor Group is a fee-only fiduciary advisor in Tulsa, Oklahoma. The firm provides estate planning, financial planning, insurance analysis, investment management, and retirement planning services, with particular focus on small business owners. They operate on a fee-only basis and are available in English.

Las Vegas, Nevada

Independent RIA

Link Financial Advisory is an independent registered investment advisor based in Las Vegas, Nevada. The firm provides investment management, retirement planning, and wealth management services to clients. Link Financial Advisory holds a 5-star rating on Google based on client reviews.

Jacksonville, Florida

Based in Jacksonville, Riverside Wealth Advisors - Jacksonville Office provides personalized financial planning and investment management services. The firm provides expertise in comprehensive financial planning. The firm holds a 5-star rating based on 2 reviews. Call Riverside Wealth Advisors - Jacksonville Office today to explore personalized financial planning options

Lexington, Kentucky

Peter McFarland at Meridian Wealth Management, LLC in Lexington, Kentucky provides investment management and retirement planning services. The firm holds CFA credentials and serves clients in English. Specific fee structures and additional service details are available upon inquiry.

Orlando, Florida

Clients in Orlando and throughout Florida rely on Good Life Financial Advisors of Orlando for expert financial guidance and investment management. Areas of focus include comprehensive retirement planning and income distribution strategies and professional portfolio management and asset allocation. Get in touch with Good Life Financial Advisors of Orlando to start working toward your investment and retirement goals

Barrington, Illinois

Merit Financial Advisors is located in Barrington, Illinois and provides financial planning and investment management services. The firm specializes in retirement planning and investment management. Services are conducted in English.

Jupiter, Florida

Wirehouse

Merrill Lynch Wealth Management is a trusted investment advisory firm serving clients in Jupiter, Florida. Areas of focus include professional portfolio management and asset allocation, holistic wealth management for high-net-worth clients, comprehensive financial planning, and investment portfolio management. With a 5-star Google rating from 1 reviews, Merrill Lynch Wealth Management is well-regarded by clients in the area. Reach out to Merrill Lynch Wealth Management to learn how their advisors can help you build a stronger financial future

Billings, Montana

Carson Wealth, based in Billings, Montana, provides estate planning, financial planning, and retirement planning services. The firm specializes in estate planning, investment management, retirement planning, and wealth management. Team members hold CLU credentials.

Roanoke, Virginia

Wirehouse

Merrill Lynch Wealth Management operates in Roanoke, Virginia, offering financial planning and investment management services. As a wirehouse firm, it provides investment management and wealth management to clients in the area. The office conducts business in English.

Plano, Texas

Insurance-Based

Northwestern Mutual in Plano, Texas provides financial planning, insurance analysis, and investment management services. The firm specializes in insurance planning, investment management, and wealth management. Services are conducted in English.

Saratoga Springs, New York

Wirehouse

Merrill Lynch Wealth Management operates a Saratoga Springs office providing investment management and wealth management services. The firm offers financial planning and investment management to clients. Services are delivered in English.

Brookfield, Wisconsin

Resilient Wealth Planning is a financial planning firm based in Brookfield, Wisconsin, serving the Milwaukee area. The firm specializes in retirement planning and investment management, offering financial planning services to clients. English is spoken at the firm.

Terre Haute, Indiana

Wirehouse

Merrill Lynch Wealth Management operates in Terre Haute, Indiana as a wirehouse firm providing financial planning and investment management services. The office delivers wealth management and investment management specialties to clients in the region. Google reviews rate the firm 3.4 stars across five customer ratings.

Benton Harbor, Michigan

True Blue Financial Benton Harbor is located in Benton Harbor, Michigan, and provides financial planning, investment management, retirement planning, and tax planning services. The firm specializes in insurance planning, investment management, retirement planning, and tax strategy. Services include financial planning, insurance analysis, investment management, retirement planning, and tax planning.

Reno, Nevada

Carson Wealth is based in Reno, Nevada and provides estate planning, retirement planning, investment management, and wealth management services. The firm's advisors hold CLU credentials. Services are available in English.

Athens, Georgia

Fully Financial is an investment-management firm based in Athens, Georgia. The firm provides financial planning and investment management services to clients. English is spoken.

St. Petersburg, Florida

Wirehouse

Based in St. Petersburg, Merrill Lynch Wealth Management provides personalized financial planning and investment management services. The firm provides expertise in professional portfolio management and asset allocation, holistic wealth management for high-net-worth clients, comprehensive financial planning, and investment portfolio management. Contact Merrill Lynch Wealth Management to schedule a consultation and discuss your financial goals

Scottsdale, Arizona

Ribbon Falls Wealth Management is a Scottsdale-based firm that provides investment management and wealth management services. The firm works with clients in English.

Albert Lea, Minnesota

Insurance-Based

Northwestern Mutual in Albert Lea, Minnesota provides financial planning, insurance analysis, and investment management services. The firm specializes in insurance planning, investment management, and wealth management. Services are delivered in English.

River Falls, Wisconsin

Credent Wealth Management - River Falls is located in River Falls, Wisconsin and provides financial planning and investment management services. The firm specializes in investment management and wealth management.

Baton Rouge, Louisiana

Daryl Robert Ellis is a financial advisor at Ellis Insurance & Financial Group in Baton Rouge, Louisiana. The firm provides financial planning services with specialties in retirement planning and investment management. English is spoken.

Miami, Florida

Serving the Miami community, M&J Multiservices Company LLC offers professional investment advisory services tailored to each client's goals. Clients have given M&J Multiservices Company LLC a 5-star rating across 4 reviews. Contact M&J Multiservices Company LLC to schedule a consultation and discuss your financial goals

Canandaigua, New York

Independent RIA

Sheppard Mosher Independent Wealth Management is a registered investment advisor in Canandaigua, New York, offering financial planning and investment management services. The firm serves clients seeking wealth management support and operates independently.

Jacksonville, Florida

Independent RIA

Wealth Enhancement Group is a financial advisory firm in Jacksonville, Florida dedicated to helping clients achieve their financial objectives. Clients benefit from comprehensive financial planning and investment portfolio management. Hours of operation: Daily: 9AM-5PM. Call Wealth Enhancement Group today to explore personalized financial planning options

Puyallup, Washington

Investors Portfolio Services - Financial Advisors is a Puyallup-based firm providing financial planning and investment management services. The firm specializes in investment management and operates primarily in English. It holds a 5-star rating based on 10 Google reviews.

Cleveland, Ohio

Firefly Wealth Management, LLC is an investment-management firm based in Cleveland, Ohio. The firm provides investment management, wealth management, and financial planning services to clients. English is spoken.

Stillwater, Minnesota

Wirehouse

Merrill Lynch Wealth Management operates in Stillwater, Minnesota as a wirehouse firm offering financial planning and investment management services. The firm serves clients seeking wealth management and investment management expertise. Service specifics and fee arrangements are available directly from the firm.

Newnan, Georgia

CAPTRUST, based in Newnan, Georgia, provides investment management, wealth management, and small business advisory services. The firm works with clients across these specialties, though specific service details and fee arrangements are available upon inquiry.

Tampa, Florida

Bayview Wealth Management is a financial advisory firm in Tampa, Florida dedicated to helping clients achieve their financial objectives. The firm provides expertise in professional portfolio management and asset allocation, holistic wealth management for high-net-worth clients, and comprehensive financial planning. Contact Bayview Wealth Management to schedule a consultation and discuss your financial goals

The Villages, Florida

Based in The Villages, Alexander Capital Wealth Management-Niccole Palacios, Clemente Palacios AAMS®️ CRPC™️ provides personalized financial planning and investment management services. Clients benefit from professional portfolio management and asset allocation, holistic wealth management for high-net-worth clients, comprehensive financial planning, and investment portfolio management. Get in touch with Alexander Capital Wealth Management-Niccole Palacios, Clemente Palacios AAMS®️ CRPC™️ to start working toward your investment and retirement goals

Verona, Wisconsin

Alex Herr | Summit Financial Advisors is based in Verona, Wisconsin and provides financial planning and investment management services. The firm specializes in retirement planning and insurance analysis. Services are available in English and Spanish.

Farmington Hills, Michigan

Carson Wealth operates from Farmington Hills, Michigan and provides estate planning, financial planning, and retirement planning services. The firm specializes in estate planning, investment management, retirement planning, and wealth management. Team members hold the CLU (Chartered Life Underwriter) credential, and the firm conducts business in English.

Scottsdale, Arizona

Insurance-Based

Northwestern Mutual Scottsdale provides investment management and wealth management services in Scottsdale, Arizona. The firm operates as an insurance-based advisory practice serving English-speaking clients.

Stuart, Florida

Fee-Only

Peak Capital Management is a financial advisory firm in Stuart, Florida dedicated to helping clients achieve their financial objectives. Clients benefit from comprehensive financial planning. Compensation is structured as Fee-Only. Clients have given Peak Capital Management a 5-star rating across 1 reviews. Call Peak Capital Management today to explore personalized financial planning options

Heber City, Utah

Balanced Capital is a financial planning firm in Heber City, Utah, led by CFP® Corey Noyes. The firm provides financial planning and investment management services, with specialization in retirement planning and investment management.

Kalispell, Montana

Merit Financial Advisors is an investment management firm based in Kalispell, Montana, providing financial planning and investment management services. The firm specializes in retirement planning and investment management for its clients.

Oakbrook Terrace, Illinois

OakCrest Capital, LLC is an investment management firm based in Oakbrook Terrace, Illinois. The firm provides financial planning, insurance analysis, and investment management services to clients. OakCrest Capital specializes in investment management and wealth management.

Las Cruces, New Mexico

Carson Wealth, based in Las Cruces, New Mexico, provides estate planning, financial planning, and retirement planning services. The firm specializes in estate planning, investment management, retirement planning, and wealth management. Team members hold the CLU credential, and Spanish-language services are available.

Jackson, Tennessee

Wallace Wealth Management, an LPL Financial correspondent firm based in Jackson, Tennessee, provides investment management and wealth management services to clients. The firm operates under LPL Financial's regulatory framework and license.

Argyle, Texas

RFG Wealth Advisory is located in Argyle, Texas and provides financial planning and investment management services. The firm specializes in investment management for its clients.

Great Neck, New York

Palumbo Wealth Management is located in Great Neck, New York and provides estate planning, financial planning, and investment management services. The firm specializes in wealth management and estate planning for its clients.

Poplar Bluff, Missouri

Insurance-Based

Northwestern Mutual operates in Poplar Bluff, Missouri, offering insurance planning, investment management, and wealth management services. The firm provides financial planning, insurance analysis, and investment management to clients. Services are conducted in English.

Centennial, Colorado

Elite Wealth Management is located in Centennial, Colorado and provides investment management and wealth management services. The firm holds a 5-star rating based on client reviews.

Indialantic, Florida

Insurance-Based

Northwestern Mutual helps individuals and families in Indialantic, Florida build and protect their wealth through comprehensive financial planning. Clients benefit from comprehensive financial planning and investment portfolio management. The firm holds a 5-star rating based on 1 reviews. Call Northwestern Mutual today to explore personalized financial planning options

Kokomo, Indiana

Financial Solutions & Investments, based in Kokomo, Indiana, offers financial planning and investment management services. The firm specializes in retirement planning and investment management under the guidance of financial advisor Mary Sommers Carden.

Orlando, Florida

Independent RIA

Brinkman Accounting & Wealth Advisors is a trusted investment advisory firm serving clients in Orlando, Florida. Clients benefit from investment portfolio management and tax planning and preparation. The firm holds a 4.4-star rating based on 26 reviews. Get in touch with Brinkman Accounting & Wealth Advisors to start working toward your investment and retirement goals

Anchorage, Alaska

David Hannon, Financial Advisor at Eagle Strategies, operates in Anchorage and provides financial planning services with a focus on retirement planning and investment management. The firm serves clients in English and holds a 5-star rating based on Google reviews.

Williamsville, New York

Independent RIA

Independent Solutions Wealth Management, LLC is a Williamsville, New York–based independent RIA offering investment management, wealth management, and financial planning services. The firm operates on an independent basis and conducts business in English.

Punta Gorda, Florida

Based in Punta Gorda, Chris Schultz, Modern Woodmen of America provides personalized financial planning and investment management services. Areas of focus include investment portfolio management. Clients have given Chris Schultz, Modern Woodmen of America a 5-star rating across 140 reviews. Call Chris Schultz, Modern Woodmen of America today to explore personalized financial planning options

Abingdon, Virginia

R. Chris Walters is a CFP® financial advisor at Cary Street Partners in Abingdon, Virginia. He provides financial planning services with specialization in retirement planning and investment management. Services are offered in English.

Lynbrook, New York

Wirehouse

Merrill Lynch Wealth Management operates in Lynbrook, New York, offering financial planning and investment management services. As a wirehouse firm, the office provides wealth management and investment management to clients in the region. Services are available in English.

Paducah, Kentucky

The Wealth Management Group is based in Paducah, Kentucky and provides investment management and wealth management services. The firm works with clients in English.

Prescott, Arizona

Cornerstone Christian Wealth Management is based in Prescott, Arizona and provides financial planning and investment management services. The firm specializes in wealth management and investment management. It holds a 5-star rating on Google based on 7 reviews.

Austin, Texas

Carlin Wealth Management Group, LLC is an investment management and wealth management firm based in Austin, Texas. The firm serves clients in English.

Jackson, Mississippi

Insurance-Based

Northwestern Mutual operates in Jackson, Mississippi and provides financial planning, insurance analysis, and investment management services. The firm specializes in insurance planning, investment management, and wealth management. Services are conducted in English.

Manassas, Virginia

Miller Investment Management - Arlington Financial Advisors, based in Manassas, Virginia, provides investment management and financial planning services. The firm operates in English and holds a 5-star rating from Google reviews.

Hanover, Pennsylvania

Wirehouse

Quinn Bower is a financial advisor at Edward Jones in Hanover, Pennsylvania, offering retirement planning and investment management services. The office serves clients in Spanish and English.

Jacksonville, Florida

Atlantic Edge Private Wealth Management, LLC helps individuals and families in Jacksonville, Florida build and protect their wealth through comprehensive financial planning. The firm provides expertise in professional portfolio management and asset allocation, holistic wealth management for high-net-worth clients, comprehensive financial planning, and investment portfolio management. Clients have given Atlantic Edge Private Wealth Management, LLC a 5-star rating across 7 reviews. Advisors at the firm are credentialed with CFP designations. Call Atlantic Edge Private Wealth Management, LLC today to explore personalized financial planning options

Roseville, California

Cornerstone Wealth and Tax Advisory Group, Inc. is based in Roseville, California and offers investment management, retirement planning, and wealth management services. The firm specializes in retirement planning support for clients. Services are available in English.

Farmington, Connecticut

Wirehouse

Merrill Lynch Wealth Management is a wirehouse offering financial planning and investment management services. The firm operates in Farmington, Connecticut and serves clients seeking wealth management support. Services include financial planning and investment management, conducted in English.

Milwaukee, Wisconsin

Wealthspire, based in Milwaukee, Wisconsin, provides financial planning and investment management services. The firm specializes in investment management for clients seeking comprehensive wealth guidance.

Southlake, Texas

Merit Financial Advisors provides financial planning and investment management services from its Southlake, Texas office. The firm specializes in retirement planning and investment management for its clients.

Jacksonville, Florida

Wirehouse

Clients in Jacksonville and throughout Florida rely on Gryphon Wealth for expert financial guidance and investment management. Clients benefit from comprehensive financial planning and investment portfolio management. Clients have given Gryphon Wealth a 5-star rating across 2 reviews. Contact Gryphon Wealth to schedule a consultation and discuss your financial goals

Statesville, North Carolina

Insurance-Based

Northwestern Mutual operates in Statesville, North Carolina, offering insurance planning, investment management, and wealth management services. The firm provides financial planning, insurance analysis, and investment management to clients. Services are delivered in English.

Sandy, Utah

Heritage Wealth Management operates in Sandy, Utah, offering investment management, wealth management, and financial planning services. The firm has a 5-star rating based on 13 Google reviews. Contact the firm directly for information about fee structures and advisor credentials.

Syracuse, New York

Orla Wealth Management, LLC is based in Syracuse, New York and provides financial planning and investment management services. The firm specializes in wealth management and investment management for its clients.

Beaver Dam, Wisconsin

Synergy Bound Wealth Management provides investment management and wealth management services to clients in Beaver Dam, Wisconsin. The firm operates on an English-language basis. Additional details regarding service scope, fee structure, and advisor credentials are not currently available.

Reston, Virginia

Independent RIA

Mason Investment Advisory Services Inc is an independent registered investment advisor based in Reston, Virginia. The firm provides financial planning and investment management services to clients. Languages served include English.