Small Business

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

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

Mountain Home, Arkansas

Financial Services & Investment Strategies Group at Raymond James operates in Mountain Home, Arkansas, specializing in retirement planning and small business services. The firm holds CLU credentials and conducts business in English

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

Buffalo, New York

Accreux Wealth Management is a Buffalo-based firm specializing in retirement planning and small business advisory services. The team holds CLU credentials and works primarily with English-speaking clients. Specific fee structures and additional service details are available directly from the firm

Burlington, Vermont

Raymond James & Associates in Burlington, Vermont provides retirement planning services with particular focus on small business owners. The firm's advisors hold CLU credentials and serve clients in English

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

St Cloud, Minnesota

Raymond James & Associates in St. Cloud, Minnesota provides retirement planning and small business advisory services. The firm's team includes advisors holding the CLU (Chartered Life Underwriter) credential. Services are conducted in English

Bryant, Arkansas

Dan W. Nowell Wealth Management is located in Bryant, Arkansas and provides financial planning and retirement planning services. The firm specializes in retirement planning and small business matters. Team members hold the CLU (Chartered Life Underwriter) credential

Montgomery, Alabama

Raymond James & Associates in Montgomery, Alabama provides retirement planning services with a focus on small business owners. The firm's advisors hold CLU credentials and conduct business in English

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

Concord, New Hampshire

Davidson & Sons - Raymond James is based in Concord, New Hampshire and provides retirement planning services with a focus on small business clients. The team holds the CLU credential. The firm operates as a Raymond James affiliate and conducts business in English.

Carmel, Indiana

C&C Wealth Advisors of Raymond James is located in Carmel, Indiana and specializes in retirement planning and small business advisory services. The team holds CLU credentials and conducts client meetings in English. The firm operates under the Raymond James platform.

Lancaster, Pennsylvania

Fulton Financial Advisors is based in Lancaster, Pennsylvania and specializes in retirement planning and small business advisory services. The firm's advisors hold CLU credentials. English is spoken.

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.

Beaver, Pennsylvania

Raymond James & Associates in Beaver, Pennsylvania offers retirement planning services with particular focus on small business owners. The team includes professionals holding the CLU credential. Services are provided in English.

Wells, Maine

Tindon Health & Wealth is an advisory firm based in Wells, Maine, specializing in services for small business owners. The firm provides insurance analysis to help clients evaluate coverage needs and options. They operate in English and have received a 5-star rating across 28 Google reviews.

Memphis, Tennessee

Terry Morris at Raymond James in Memphis, Tennessee provides retirement planning services with a focus on small business owners. The team holds CLU credentials and conducts business in English.

Gales Ferry, Connecticut

RJS Financial Group, based in Gales Ferry, Connecticut, provides investment management and retirement planning services. The firm specializes in retirement planning and small business financial matters.

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.

Duluth, Georgia

C.W. O'Conner Wealth Advisors Inc., based in Duluth, Georgia, provides financial planning and investment management services with specialization in retirement planning and small business matters. The firm offers retirement planning services alongside general investment management for clients seeking comprehensive financial guidance.

Beachwood, Ohio

The WealthCare Group of Raymond James is located in Beachwood, Ohio and specializes in retirement planning and small business advisory services. The team includes a financial professional holding the CLU (Chartered Life Underwriter) credential. The firm provides retirement planning services and operates 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.

Washington Township, Ohio

Vibrance Finance operates in Washington Township, Ohio, serving clients with estate planning and small business advisory needs. The firm works with English-speaking clients on matters related to business succession and estate strategy.

New Orleans, Louisiana

Raymond James & Associates in New Orleans provides retirement planning and small business advisory services. The firm's advisors hold CLU (Chartered Life Underwriter) credentials. Services are delivered 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.

Burlington, Wisconsin

Brandt Wealth Management of Raymond James is located in Burlington, Wisconsin and provides retirement planning services. The firm specializes in retirement planning and small business matters. Advisors on the team hold the CLU (Chartered Life Underwriter) credential.

Mandeville, Louisiana

Raymond James & Associates operates in Mandeville, Louisiana and provides retirement planning services with particular focus on small business clients. The firm's advisors hold the CLU (Chartered Life Underwriter) credential. Services are conducted in English.

Portland, Oregon

Raymond James & Associates operates in Portland, Oregon and specializes in retirement planning and small business services. Advisors on the team hold the CLU (Chartered Life Underwriter) credential. The firm provides retirement planning services and conducts business in English.

Dothan, Alabama

Raymond James & Associates in Dothan, Alabama offers retirement planning services with particular focus on small business owners. The team includes advisors holding the CLU credential. Services are conducted in English.

Grand Blanc, Michigan

Raymond James & Associates in Grand Blanc, Michigan offers retirement planning and financial services for small business owners. Advisors hold the CLU (Chartered Life Underwriter) credential. The firm conducts business in English.

Buffalo, New York

Plail Wealth Management is a financial planning firm in Buffalo, New York that specializes in retirement planning and small business financial matters. The firm provides financial planning and retirement planning services. Team members hold the CLU (Chartered Life Underwriter) credential and conduct business in English.

Colorado Springs, Colorado

Patrick Neukom is a financial advisor with Raymond James in Colorado Springs, Colorado, specializing in retirement planning and small business matters. He holds the Chartered Life Underwriter (CLU) credential and conducts business in English.

Denver, North Carolina

Peoples Investment Services, Inc., a Raymond James affiliate in Denver, North Carolina, provides retirement planning services. The firm specializes in retirement planning and small business matters. Team members hold the CLU credential and conduct business in English.

St. Charles, Illinois

Forth Right Financial Planning - Raymond James is located in St. Charles, Illinois and specializes in retirement planning and small business financial planning. The firm's advisors hold the CLU (Chartered Life Underwriter) credential. They work with clients in English.

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.

Mt Pleasant, Texas

Durrum Wealth Management, located in Mt Pleasant, Texas, specializes in retirement planning and small business advisory services. The firm's advisors hold CLU credentials and work with clients in English. Specific fee information is available upon inquiry.

Auburn, Alabama

Jay Greene operates as a Raymond James financial advisor in Auburn, Alabama, specializing in retirement planning and small business matters. The team holds the CLU credential and provides retirement planning services to clients in the area.

Fort Worth, Texas

Park Hill Financial Services is located in Fort Worth, Texas and specializes in retirement planning and small business advisory services. The team holds CLU credentials and provides retirement planning services to clients.

Chandler, Arizona

Raymond James & Associates provides retirement planning and small business advisory services from its Chandler, Arizona office. The firm's team holds the Chartered Life Underwriter (CLU) credential. Services are conducted in English.

St Simons Island, Georgia

Raymond James & Associates operates in St Simons Island, Georgia, serving clients with retirement planning and small business advisory services. The firm's team holds CLU credentials. Services are conducted in English.

Troup, Texas

Heather Bates, Bates Wealth Strategies, provides financial planning services to small business owners in Troup, Texas. The firm specializes in working with small business clients on their financial planning needs.

Worcester, Massachusetts

Raymond James & Associates operates in Worcester, Massachusetts and specializes in retirement planning and small business services. The firm's advisors hold CLU credentials. Services focus on retirement planning. English is spoken.

San Diego, California

Philip Bradshaw & Michael Bradshaw at Raymond James provide retirement planning and small business advisory services from their San Diego office. The team holds the CLU credential and conducts business in English.

Cary, North Carolina

Raymond James & Associates in Cary, North Carolina provides retirement planning services, with particular focus on small business owners. The firm's advisors hold the CLU (Chartered Life Underwriter) credential and conduct business in English.

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.

Seneca, Pennsylvania

Raymond James Financial Services in Seneca, Pennsylvania provides retirement planning services with a focus on small business owners. The firm's advisors hold the CLU (Chartered Life Underwriter) credential and work with clients in English.

Sioux Falls, South Dakota

Kelly Hosek at Raymond James in Sioux Falls, South Dakota provides retirement planning services with a focus on small business owners. The team includes a CLU credential holder. Services are available in English.

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.

Santa Fe, New Mexico

Aric Vickrey is a financial advisor at Raymond James in Santa Fe, New Mexico, specializing in retirement planning and small business financial matters. He holds the CLU credential and conducts business in English.

Carrollton, Georgia

Partners Financial Group is based in Carrollton, Georgia and specializes in retirement planning and small business advisory services. The team includes advisors holding the CLU (Chartered Life Underwriter) credential. The firm serves English-speaking clients.

Kingsport, Tennessee

Raymond James & Associates in Kingsport, Tennessee provides retirement planning services with a focus on small business owners. The firm's advisors hold the Chartered Life Underwriter (CLU) credential and operate in English.

Milwaukee, Wisconsin

Fee-Based Independent RIA

Milborn Advisors is an independent registered investment advisor based in Milwaukee, Wisconsin, specializing in retirement planning and small business financial matters. The firm provides financial planning and investment management services on a fee-based basis. Team members hold the CLU (Chartered Life Underwriter) credential.

Berthoud, Colorado

Dellinger Wealth Management - Raymond James is located in Berthoud, Colorado and specializes in retirement planning and small business matters. The firm's advisors hold the CLU (Chartered Life Underwriter) credential. Services include retirement planning consultation.

Pittsford, New York

Previs Wealth is located in Pittsford, New York and specializes in advising small business owners. Additional details regarding service offerings, fee structure, and advisor credentials are not currently available.

Wichita, Kansas

Salt Creek Wealth Advisors is a Wichita-based firm specializing in retirement planning and small business advisory services. The team holds the Chartered Life Underwriter (CLU) credential and serves clients in English.

Indianapolis, Indiana

Raymond James & Associates in Indianapolis provides retirement planning and small business advisory services. The firm's advisors hold CLU credentials and serve clients primarily in English.

Spokane, Washington

Cascade Financial Group is a Spokane-based firm providing retirement planning services, with particular focus on small business owners. The team holds the CLU credential and conducts business in English. Fee structure information is available upon inquiry.

Bloomfield Hills, Michigan

James Melstrom operates a Raymond James office in Bloomfield Hills, Michigan, serving clients in retirement planning and small business matters. His team holds the CLU (Chartered Life Underwriter) credential. Services focus on retirement planning strategy.

Buffalo, New York

Raymond James & Associates is a financial services firm based in Buffalo, New York, specializing in retirement planning and small business financial matters. The team holds the CLU (Chartered Life Underwriter) credential. Services include retirement planning assistance. The firm conducts business in English.

San Diego, California

Sedberry Wealth Solutions is a San Diego-based firm specializing in retirement planning and small business financial matters. The team holds CLU credentials and works with clients in English.

Benton, Arkansas

Red Dog Investment Group is located in Benton, Arkansas and specializes in retirement planning and small business services. The team holds CLU credentials and provides retirement planning advisory services to clients in English.

Montgomery, Alabama

Welon Partners is a financial planning firm based in Montgomery, Alabama that specializes in working with small business owners. The firm provides financial planning services to help clients navigate business and personal financial matters.

Chattanooga, Tennessee

Bank-Affiliated

FirstBank Investment Partners is a bank-affiliated firm based in Chattanooga, Tennessee, specializing in retirement planning and small business advisory services. The team includes advisors holding the CLU credential. The firm provides retirement planning services to clients in the area.

Portland, Oregon

Interactive Wealth Advisors, Inc. is based in Portland, Oregon and serves small business owners through financial planning and investment management services. The firm works with clients in English and has received a 5-star rating on Google based on seven reviews.

Baton Rouge, Louisiana

Raymond James & Associates operates in Baton Rouge, Louisiana, providing retirement planning services with particular focus on small business clients. The firm's advisors hold CLU credentials. English is the primary language of service.

Alpharetta, Georgia

Raymond James & Associates in Alpharetta, Georgia provides retirement planning and small business advisory services. The firm's advisors hold the CLU (Chartered Life Underwriter) credential. Services are conducted in English.

New Orleans, Louisiana

RM Partners of Raymond James, based in New Orleans, specializes in retirement planning and small business advisory services. The team holds CLU credentials and conducts business in English. Specific fee structures and additional service details are available directly from the firm.

Chambersburg, Pennsylvania

Sollars & Associates of Raymond James is located in Chambersburg, Pennsylvania. The firm specializes in retirement planning and small business advisory services. Team members hold the CLU credential and conduct business in English.

Florence, Alabama

FAB Financial Services operates in Florence, Alabama, providing retirement planning services with a focus on small business owners. The firm's advisors hold the CLU (Chartered Life Underwriter) credential. Services are available in English.

Loves Park, Illinois

Daniel Reece is a financial advisor with Raymond James located in Loves Park, Illinois. He specializes in retirement planning and small business financial matters, offering financial planning and retirement planning services. Reece holds the CLU (Chartered Life Underwriter) credential and conducts business in English.

Fredericksburg, Texas

Talent Financial Services Raymond James is a Fredericksburg, Texas-based firm specializing in retirement planning and small business financial matters. The team holds CLU credentials and conducts business in English. Service details and fee structures are available directly from the firm.

Huntsville, Alabama

Raymond James & Associates in Huntsville, Alabama provides retirement planning services with a focus on small business clients. The firm's advisors hold the CLU credential and operate in English.

West Hartford, Connecticut

Joshua Dunn operates a Raymond James office in West Hartford, Connecticut, specializing in retirement planning and small business services. The team holds CLU (Chartered Life Underwriter) credentials and conducts business in English.

Centerville, Ohio

Raymond James & Associates operates in Centerville, Ohio, offering retirement planning services with particular focus on small business owners. The team includes advisors holding the CLU (Chartered Life Underwriter) credential.

Chapel Hill, North Carolina

Raymond James & Associates in Chapel Hill, North Carolina offers retirement planning services with particular focus on small business owners. The firm's advisors hold CLU credentials and work with clients in English.

Racine, Wisconsin

Raymond James & Associates in Racine, Wisconsin provides retirement planning services with a focus on small business owners. The firm's advisors hold the CLU credential and work with clients on retirement strategies and related planning needs.

Wilmington, Delaware

Adaptive Wealth Planning of Raymond James is a retirement planning firm based in Wilmington, Delaware. The practice specializes in retirement planning and small business financial matters. Team members hold the CLU (Chartered Life Underwriter) credential and provide services in English.

Grand Island, Nebraska

Fit Wealth Advisors is based in Grand Island, Nebraska and provides financial planning and investment management services with a focus on small business owners.

Rancho Santa Fe, California

Fee-Only

Bull Oak is a fee-only investment advisor in Rancho Santa Fe, California that provides financial planning and investment management services. The firm specializes in investment management and small business matters and operates on a fiduciary basis.

Harrison Township, Michigan

Raymond James in Harrison Township, Michigan provides financial planning and retirement planning services, with particular focus on retirement strategy and small business owners. The team holds CLU credentials. English is spoken at this location.

Williamsport, Pennsylvania

Raymond James & Associates in Williamsport, Pennsylvania provides retirement planning services with a focus on small business clients. The team holds CLU credentials and conducts business in English.

Grenada, Mississippi

Raymond James & Associates operates in Grenada, Mississippi and focuses on retirement planning and small business advisory services. The firm's team holds the CLU (Chartered Life Underwriter) credential. Services are provided in English.

Eagle, Idaho

Campbell Courtright Group of Raymond James is located in Eagle, Idaho and serves clients in retirement planning and small business matters. The team includes advisors holding the CLU credential. English is spoken.

Los Gatos, California

Dieter Ramaekers is an investment advisor with Raymond James in Los Gatos, California, specializing in retirement planning and small business matters. The team holds CLU credentials and provides services in English.

La Jolla, California

Holland Strategic Wealth Advisors is an investment advisory firm based in La Jolla, California, providing estate planning, financial planning, investment management, and retirement planning services. The firm works with clients on matters including small business planning. Services are conducted in English.

Santa Fe, New Mexico

Raymond James & Associates in Santa Fe, New Mexico provides retirement planning services with particular focus on small business owners. The team holds the CLU (Chartered Life Underwriter) credential and conducts business in English.

Barrington, Illinois

Carter Financial Group, based in Barrington, Illinois, provides financial planning services with a focus on small business clients. The firm works with business owners on financial planning matters.

Spokane, Washington

Raymond James & Associates in Spokane, Washington provides retirement planning services with particular focus on small business owners. The firm's advisors hold CLU credentials and work with clients in English.

Providence, Rhode Island

Raymond James & Associates in Providence, Rhode Island provides retirement planning services with focus on small business owners. The firm's advisors hold the CLU (Chartered Life Underwriter) credential. Services are conducted in English.

Providence, Rhode Island

Bullard Wealth Group of Raymond James is based in Providence, Rhode Island and specializes in retirement planning and small business advisory services. The team includes advisors holding the CLU credential. English is spoken at the office.

Chagrin Falls, Ohio

Alasdair Cooper operates as a Raymond James financial advisor in Chagrin Falls, Ohio, specializing in retirement planning and small business matters. The practice holds a CLU credential and conducts business in English.

Lafayette, Louisiana

Raymond James & Associates in Lafayette, Louisiana provides retirement planning services with a focus on small business owners. The team holds the CLU (Chartered Life Underwriter) credential and conducts business in English.

Hudson, Wisconsin

Lifetime Wealth Advisors is a retirement planning firm based in Hudson, Wisconsin, serving clients with a focus on retirement strategy and small business considerations. The firm provides retirement planning services and operates in English. They hold a 5-star rating on Google from client reviews.

Rockland, Delaware

Grey Fox Wealth Advisors is a fiduciary-regulated firm based in Rockland, Delaware, specializing in wealth advisory services for small business owners. The firm operates under fiduciary standards and conducts business in English.

Portland, Maine

Raymond James & Associates in Portland, Maine provides retirement planning services with a focus on small business owners. The team includes advisors holding the Chartered Life Underwriter (CLU) credential. Services are offered in English.

Snyder, Texas

Talent Financial Services Raymond James, located in Snyder, Texas, provides retirement planning services with a focus on small business owners. The firm's advisors hold the CLU credential and work with clients in English.

Oklahoma City, Oklahoma

Exencial Wealth Advisors is an investment management firm based in Oklahoma City offering financial planning, wealth management, and small business advisory services. The firm serves clients seeking guidance across investment strategy and wealth accumulation. Services are delivered in English. The firm holds a 3.4-star rating on Google based on five client reviews.

Fort Thomas, Kentucky

Red Bird Wealth Planning, LLC is a Fort Thomas, Kentucky-based firm specializing in retirement planning and small business advisory services. The team includes professionals holding the CLU credential. The firm provides retirement planning services to clients in the English language.

Centerville, Ohio

Contrail Financial is based in Centerville, Ohio and provides financial planning services focused on small business clients.

Franklin, Tennessee

Raymond James & Associates in Franklin, Tennessee provides retirement planning services with particular focus on small business owners. The firm's advisors hold CLU credentials and operate in English.

Fayetteville, Arkansas

Holy City Prosperity is a Fayetteville, Arkansas-based financial advisor specializing in small business owners. The firm provides financial planning and investment management services. Additional details on credentials, fee structure, and team qualifications are not currently available.

Greensboro, North Carolina

Glenn Person at Raymond James in Greensboro, North Carolina specializes in retirement planning and small business advisory services. The team holds the CLU credential and works with English-speaking clients. Specific fee structures are available upon consultation.

Loves Park, Illinois

Morrison Erwin Wealth Management of Raymond James operates in Loves Park, Illinois and specializes in retirement planning and small business advisory services. The team holds CLU credentials and conducts business in English. Specific fee structure information is available directly from the firm.

Gainesville, Georgia

Turner Johnson Group is located in Gainesville, Georgia and specializes in retirement planning and small business advisory services. The team holds the CLU credential. They provide retirement planning services to clients.

Santa Rosa, California

Raymond James & Associates in Santa Rosa offers retirement planning services with a focus on small business owners. The firm's advisors hold the CLU (Chartered Life Underwriter) credential. Services are conducted in English.

Dayton, Ohio

CAPTRUST operates in Dayton, Ohio, providing investment management and wealth management services to individuals and small business clients. The firm offers investment management as a core service. Additional information regarding fee structure and specific credentials is not available.

Richmond, Virginia

Fee-Only

Spark Financial Advisors is a fee-only firm in Richmond, Virginia, specializing in financial planning and investment management for small business owners. The team holds CFP credentials and operates under a fiduciary standard. They work with clients in English and charge fees rather than commissions.

Cincinnati, Ohio

Raymond James & Associates operates in Cincinnati, Ohio and specializes in retirement planning and small business advisory services. The firm's team holds CLU credentials and serves clients primarily in English.

Smithtown, New York

Heritage Financial Advisory, based in Smithtown, New York, provides financial planning and investment management services with a focus on small business clients. The firm has earned a 5-star rating across 27 Google reviews. Services are available in English.

Gaylord, Michigan

Makranyi Spires Financial of Raymond James is located in Gaylord, Michigan and specializes in retirement planning and small business financial matters. The team holds the CLU credential and provides retirement planning services to clients.

Edinburg, Texas

Sergio Rodriguez - The Tax Exit is a financial planning firm based in Edinburg, Texas, serving small business owners. The practice offers financial planning services and operates in both English and Spanish. The firm holds a 5-star rating on Google with 26 client reviews.

Harrisburg, North Carolina

Raymond James | Horton Wealth Management in Harrisburg, North Carolina offers financial planning and retirement planning services, with particular focus on retirement strategy and small business matters. The team includes advisors holding the CLU (Chartered Life Underwriter) credential. The firm operates in English and maintains a 5-star rating based on Google reviews.

Paramus, New Jersey

Raymond James & Associates is a financial services firm in Paramus, New Jersey, specializing in retirement planning and services for small business owners. The team includes advisors holding the CLU (Chartered Life Underwriter) credential. Services are conducted in English.

Santa Barbara, California

Raymond James & Associates in Santa Barbara provides retirement planning services with particular focus on small business owners. The firm's advisors hold the CLU credential and work with clients in English.

Hutchinson, Kansas

Salt Creek Wealth Advisors is located in Hutchinson, Kansas and specializes in retirement planning and small business advisory services. The firm's team holds CLU credentials and provides retirement planning services to clients. English is the primary language of service.

Uniontown, Ohio

Brenneman Group, based in Uniontown, Ohio, provides retirement planning services with a focus on small business owners. The firm's advisors hold the CLU (Chartered Life Underwriter) credential. Services are conducted in English.

Cincinnati, Ohio

Fee-Only

Wealth Dimensions Group is a fee-only fiduciary advisor based in Cincinnati, Ohio. The firm specializes in investment management, wealth management, and guidance for small business owners.

Chicago, Illinois

YM TAX CPA is a Chicago-based accounting and bookkeeping firm serving small business owners. The firm provides financial planning and tax planning services, with CPAs on staff. The team works in English and Spanish.

Rochester, Michigan

Raymond James & Associates in Rochester, Michigan serves clients through retirement planning and small business advisory services. The firm's advisors hold CLU credentials. Services are provided in English.

Fresno, California

Fee-Only Independent RIA

Coffeehouse Capital is a fee-only registered investment advisor in Fresno, California, providing financial planning and investment management. The firm serves clients in retirement planning, small business wealth management, and general wealth management, with team members holding CFP certification. Services are delivered on a fiduciary basis, and the firm conducts business in English and Spanish.

Scottsdale, Arizona

CAPTRUST, based in Scottsdale, Arizona, provides financial planning and investment management services. The firm specializes in wealth management and small business advisory. Services are delivered in English.

Brentwood, Tennessee

Schadel Financial Group is based in Brentwood, Tennessee and provides estate planning, financial planning, investment management, retirement planning, and tax planning services. The firm specializes in wealth management, small business planning, and tax strategy, with team members holding the CLU credential. Services include insurance analysis alongside the core planning and investment offerings.

Greenwood, Indiana

Raymond James & Associates in Greenwood, Indiana provides retirement planning and small business advisory services. The firm's advisors hold the CLU (Chartered Life Underwriter) credential. Services are conducted in English.

Winston-Salem, North Carolina

Fortis Capital Advisors is located in Winston-Salem, North Carolina and provides financial planning and investment management services. The firm specializes in working with small business owners and clients.

Old Lyme, Connecticut

Exencial Wealth Advisors is based in Old Lyme, Connecticut and provides investment management, financial planning, and wealth management services. The firm works with clients on small business matters alongside broader wealth strategy.

Grand Rapids, Michigan

Raymond James & Associates in Grand Rapids provides retirement planning services with particular focus on small business owners. The team holds CLU credentials and conducts business in English. Fee structure information is not publicly available.

Newark, Delaware

TriState Wealth Advisors is based in Newark, Delaware and provides investment management, financial planning, and wealth management services. The firm works with small business clients. Services are conducted in English.

Montgomery, Alabama

CAPTRUST operates in Montgomery, Alabama and provides financial planning and investment management services. The firm works with clients on wealth management and small business matters. English is spoken at the firm.

Ligonier, Pennsylvania

Honor Wealth Planning is located in Ligonier, Pennsylvania and specializes in retirement planning and small business advisory services. The team holds CLU credentials. The firm provides retirement planning services and conducts business in English.

Longmont, Colorado

Eagle Peak Wealth Management is located in Longmont, Colorado and specializes in retirement planning and small business services. The firm's team holds CLU credentials and provides retirement planning services to clients. English is spoken.

Hinesville, Georgia

Matt Cardella at Raymond James in Hinesville, Georgia provides retirement planning and small business advisory services. The team holds CLU credentials and conducts business in English. Fee structure information is available upon inquiry.

Omaha, Nebraska

Raymond James & Associates operates in Omaha, Nebraska and provides retirement planning services with particular focus on small business clients. Team members hold CLU credentials. The firm conducts business in English.

Bossier City, Louisiana

Financial Strategies, Inc - Raymond James is located in Bossier City, Louisiana and specializes in retirement planning and small business advisory services. The team holds the CLU credential and conducts business in English.

Pasadena, California

Raymond James & Associates in Pasadena provides retirement planning and small business advisory services. The firm's advisors hold CLU credentials. Services are conducted in English.

Roanoke, Virginia

Henry Caldwell operates as a Raymond James financial advisor in Roanoke, Virginia, focusing on retirement planning and small business services. The team holds the CLU (Chartered Life Underwriter) credential and conducts business in English.

Loves Park, Illinois

Raymond James & Associates operates in Loves Park, Illinois, providing retirement planning services with particular focus on small business owners. The team holds CLU credentials and conducts business in English. Fee structure details are available upon inquiry.

Victoria, Texas

Raymond James & Associates in Victoria, Texas provides retirement planning services with particular emphasis on small business owners. The firm's advisors hold CLU credentials and communicate in English. Fee structure details are available upon consultation.

Bryan, Texas

ANCO Investment Services operates in Bryan, Texas and specializes in retirement planning and small business advisory services. The team holds CLU credentials and conducts business in English.

Sturgis, Michigan

Oakleaf Financial Services, based in Sturgis, Michigan, specializes in retirement planning and small business advisory services. The firm's team holds CLU credentials and provides retirement planning services to clients in the area.

Spartanburg, South Carolina

Raymond James & Associates in Spartanburg, South Carolina provides retirement planning services with particular focus on small business owners. The firm's advisors hold the CLU (Chartered Life Underwriter) credential. Services are conducted in English.

York, Pennsylvania

Integrity Wealth Strategies, LLC, based in York, Pennsylvania, operates as a Raymond James affiliate. The firm specializes in retirement planning and small business advising. Advisors hold CLU (Chartered Life Underwriter) credentials and work with clients in English.

Allentown, Pennsylvania

CAPTRUST, based in Allentown, Pennsylvania, provides investment management and wealth management services. The firm works with small business clients and individuals seeking investment management support. English is spoken at the office.

Greenwood, South Carolina

Raymond James & Associates in Greenwood, South Carolina provides retirement planning services with particular experience serving small business owners. The firm's advisors hold the CLU credential. English is spoken at the office.

Webster, Texas

Velonix Wealth operates as a Raymond James affiliate in Webster, Texas. The firm specializes in retirement planning and small business matters. The advisory team holds the Chartered Life Underwriter (CLU) credential and conducts business in English.

Orchard Park, New York

Ancile Advisors, based in Orchard Park, New York, specializes in retirement planning and small business advisory services. The team holds CLU credentials and works with clients in English.

Daphne, Alabama

The First Wealth Management, based in Daphne, Alabama, specializes in retirement planning and small business services. The team holds the CLU credential and works with clients in English.

Atlanta, Georgia

Exit Wealth Advisors operates in Atlanta, Georgia, offering investment management, small business advisory, and wealth management services. The firm works with clients seeking guidance across these practice areas. Fee structure and team credentials were not provided.

Shreveport, Louisiana

Raymond James & Associates in Shreveport, Louisiana provides retirement planning services with a focus on small business clients. The firm's advisors hold the CLU credential. Services are conducted in English.

Eau Claire, Wisconsin

Integrated Wealth Partners, based in Eau Claire, Wisconsin, specializes in financial planning and investment management for small business owners. The firm provides services in English and focuses on the financial and investment needs of small-business clients.

Clarksville, Tennessee

Frazier Allen - F&M Wealth Management is located in Clarksville, Tennessee and specializes in retirement planning and small business matters. The firm provides retirement planning services and team members hold the CLU credential. English is spoken.

Sumter, South Carolina

McIntosh Wealth Management of Raymond James is located in Sumter, South Carolina and specializes in retirement planning and small business matters. The firm's team holds the CLU credential. Services include retirement planning consultation. English is spoken.

Leawood, Kansas

Raymond James & Associates in Leawood, Kansas provides retirement planning and small business advisory services. The team includes professionals holding the CLU credential. Services are conducted in English.

Leawood, Kansas

The Prosper Group of Raymond James operates in Leawood, Kansas and specializes in retirement planning and small business services. The team holds CLU credentials. The firm provides retirement planning services and conducts business in English.

Knoxville, Tennessee

Raymond James & Associates is a Knoxville-based firm specializing in retirement planning and small business advisory services. The team holds CLU credentials and provides retirement planning services to clients. Services are conducted in English.

Bad Axe, Michigan

Raymond James in Bad Axe, Michigan provides financial planning and retirement planning services, with particular focus on retirement strategy and small business matters. The team includes advisors holding the CLU credential. The firm operates in English and serves clients in the local area.

Collinsville, Oklahoma

CastleRock Financial Advisors is a wealth management team located in Collinsville, Oklahoma, specializing in retirement planning and small business financial matters. The firm provides financial planning, investment management, and retirement planning services. Team members hold the CLU credential and conduct business in English.

North New Hyde Park, New York

CAPTRUST provides investment management and wealth management services to clients in North New Hyde Park, New York. The firm serves small business owners alongside individual investors. Specific fee structures and advisor credentials were not available.

Birmingham, Alabama

Spencer Chappell, CFP® is a financial advisor in Birmingham, Alabama specializing in retirement planning and small business financial matters. The firm holds CFP and CLU credentials and serves clients in English. Services include retirement planning guidance tailored to individual circumstances.

St Paul, Minnesota

CAPTRUST is an investment-management firm based in St Paul, Minnesota. The firm specializes in investment management, wealth management, and services for small business owners. Specific service offerings, fee arrangements, and advisor credentials are available upon inquiry.

Long Beach, California

Wolfley Wealth Management is located in Long Beach, California and specializes in retirement planning and small business advisory services. The firm's team holds the CLU credential. Services are provided in English.

Santa Barbara, California

Davis Wealth Advisors of Raymond James, based in Santa Barbara, California, focuses on retirement planning and small business matters. The team holds the CLU (Chartered Life Underwriter) credential. Services include retirement planning consultation. English is spoken.

San Rafael, California

Cohen Investment Management of Raymond James, based in San Rafael, California, specializes in retirement planning and small business advisory services. The firm's team holds CLU credentials. Services are conducted in English.

West Hartford, Connecticut

Christopher Halotek is a financial advisor at Raymond James in West Hartford, Connecticut, specializing in retirement planning and small business matters. He holds the CLU credential and conducts business in English.

Goodyear, Arizona

Providence Financial Services operates in Goodyear, Arizona, specializing in retirement planning and small business advisory services. The team holds CLU credentials and works with clients in English. Service details and fee structures are available by contacting the firm directly.

Minneapolis, Minnesota

Kowalski Financial is an investment advisory firm based in Minneapolis, Minnesota that specializes in estate planning, investment management, and small business services. The firm provides estate planning, investment management, and tax planning services to its clients. Kowalski Financial operates in English and maintains a 5-star rating on Google.

Williamsburg, Virginia

Fee-Only

Spark Financial Advisors is a fee-only firm in Williamsburg, Virginia, specializing in financial planning and investment management for small business owners. The team holds CFP credentials and operates under a fiduciary standard. Services are provided in English.

Lincoln, Nebraska

Raymond James & Associates in Lincoln, Nebraska provides retirement planning services with a focus on small business clients. The team includes professionals holding the CLU (Chartered Life Underwriter) credential. Services are delivered in English.

Incline Village, Nevada

Abundance Wealth Solutions, based in Incline Village, Nevada, provides financial planning services with specialties in retirement planning and small business advisory. The firm holds a 5-star rating on Google based on six reviews. Additional details regarding credentials and fee structure are not publicly available.

Benton, Kentucky

Hendrickson Wealth and Retirement is a Raymond James affiliate located in Benton, Kentucky. The firm specializes in retirement planning and small business financial matters. Team members hold the CLU credential and conduct business in English.

Santa Rosa, California

Pardini Wulbrecht Financial Group of Raymond James is located in Santa Rosa, California and specializes in retirement planning and small business financial matters. The team includes a CLU credential holder. Services focus on retirement planning strategy and implementation.

Troy, Michigan

Gibson & Company Private Wealth Advisors is located in Troy, Michigan and specializes in retirement planning and small business advisory services. The team includes advisors holding CLU credentials. The firm provides retirement planning services to clients.

Newtown, Pennsylvania

Exencial Wealth Advisors is based in Newtown, Pennsylvania and provides investment management, wealth management, and financial planning services. The firm works with clients on small business matters alongside personal wealth strategy. Specific fee structures and advisor credentials are not listed.

Fayetteville, Georgia

Raymond James & Associates in Fayetteville, Georgia provides retirement planning and small business advisory services. The team includes professionals holding the CLU (Chartered Life Underwriter) credential. Services are offered in English.

Dallas, Texas

Frazier Financial Group, based in Dallas, Texas, specializes in financial planning for small business owners. The firm provides tax planning services and conducts business in English and Spanish.

Corvallis, Oregon

Ollerenshaw Wealth Management is based in Corvallis, Oregon and specializes in retirement planning and small business advisory services. The team holds the Chartered Life Underwriter credential. Services are provided in English.

Greenville, South Carolina

Truly Aligned, based in Greenville, South Carolina, provides financial planning services with a focus on small business owners. The firm has a 5-star rating on Google from 23 reviews. English is the primary language of service.

Cary, North Carolina

Resonate Private Wealth Management of Raymond James is located in Cary, North Carolina and specializes in retirement planning and small business wealth management. The firm's advisors hold CLU credentials and provide retirement planning services to clients. English is spoken at the office.

Colorado Springs, Colorado

Integro Wealth Advisors is based in Colorado Springs and specializes in retirement planning and small business advisory services. The firm holds CLU credentials and conducts business in English. The business has a 5-star rating across seven Google reviews.

Morristown, New Jersey

Advisor Name is a Raymond James financial advisor in Morristown, New Jersey, specializing in retirement planning and small business matters. The team holds the CLU (Chartered Life Underwriter) credential. Services include retirement planning guidance. English is spoken.

Schaumburg, Illinois

Independent RIA

Puzzle Wealth Solutions® LLC is an independent registered investment advisor based in Schaumburg, Illinois, serving clients in investment management, small business planning, and wealth management. The firm operates on a fiduciary standard and manages client assets across a range of strategies. Additional details on service offerings and fee structures are available by contacting the firm directly.

Richmond, Virginia

Raymond James & Associates operates in Richmond, Virginia, providing retirement planning services with a focus on small business owners. The team holds CLU credentials and conducts business in English.

Jackson, Tennessee

Raymond James & Associates in Jackson, Tennessee provides retirement planning services with particular focus on small business owners. The firm's advisors hold CLU credentials. Service details and fee structures are available directly from the office.

East Longmeadow, Massachusetts

Martin Capital Planning is an investment advisory firm based in East Longmeadow, Massachusetts, specializing in investment management and financial planning for small business owners. The firm provides financial planning and investment management services to its clients.

Rochester, New York

Raymond James & Associates in Rochester, New York provides retirement planning and small business advisory services. The firm's advisors hold the CLU (Chartered Life Underwriter) credential. English is spoken at the office.

Boise, Idaho

Miles Family Wealth Advisory of Raymond James, based in Boise, Idaho, specializes in retirement planning and small business matters. The team includes advisors with CLU credentials and serves clients in English.

Westport, Connecticut

Raymond James & Associates operates in Westport, Connecticut and serves clients in retirement planning and small business advisory. The firm provides retirement planning services and includes advisors holding the Chartered Life Underwriter (CLU) credential. English-language services are available.

Watkinsville, Georgia

The Avenue Wealth Management Mars Hill operates in Watkinsville, Georgia and specializes in retirement planning and small business advisory services. The firm's team holds CLU credentials. English is spoken at the office.

St Paul, Minnesota

Unique Business Solutions, based in St Paul, Minnesota, provides tax planning services for small business owners. The firm specializes in small business advisory work. English is spoken at the firm.

Hampden, Maine

Meridian Wealth Strategies is located in Hampden, Maine and specializes in retirement planning and small business advisory services. The firm's advisors hold the CLU (Chartered Life Underwriter) credential. Services focus on retirement planning for clients seeking guidance in this area.

Columbia, South Carolina

Gunn Wealth Management of Raymond James, located in Columbia, South Carolina, specializes in retirement planning and small business advisory services. The team holds the CLU (Chartered Life Underwriter) credential. Services are conducted in English.

Bloomfield Hills, Michigan

Raymond James & Associates, based in Bloomfield Hills, Michigan, specializes in retirement planning and small business services. The firm's advisors hold CLU credentials. English is spoken at the office.

Worcester, Massachusetts

Reynolds Andrews Wealth Advisors of Raymond James operates in Worcester, Massachusetts and specializes in retirement planning and small business advisory services. The firm's advisors hold the CLU (Chartered Life Underwriter) credential. Services include retirement planning consultation. English is the primary language of service.

Nashville, Tennessee

Raymond James & Associates in Nashville, Tennessee provides retirement planning services with a focus on small business owners. The team includes advisors holding the CLU (Chartered Life Underwriter) credential. Services are offered in English.

Pittsburgh, Pennsylvania

Sterling Heights Financial Group, LLC is a Pittsburgh-based investment advisor offering financial planning, investment management, retirement planning, and wealth management services. The firm serves individual investors and small business clients.

New Orleans, Louisiana

CAPTRUST is an investment advisory firm based in New Orleans, Louisiana. The firm provides investment management services and works with clients in wealth management and small business contexts. The firm operates in English.

Florence, Alabama

Kin Taylor is a Raymond James financial advisor based in Florence, Alabama, specializing in retirement planning and small business financial matters. The team holds the CLU (Chartered Life Underwriter) credential and conducts business in English.

Rochester, Michigan

Stephen Solverson at Raymond James in Rochester, Michigan provides retirement planning services with particular focus on small business owners. The team holds CLU credentials and conducts business in English.

Bristol, Connecticut

The Ferris Financial Group, based in Bristol, Connecticut, provides investment management and financial planning services. The firm works with small business clients and individuals on wealth management matters. Services include investment management and comprehensive financial planning.

Oswego, Illinois

Toward Wealth—Tamara Wiley serves clients in Oswego, Illinois, with services in financial planning and retirement planning. The firm specializes in investment management, retirement planning, small business matters, and wealth management. It operates in English and holds a 5-star rating based on Google reviews.

Duncanville, Texas

Raymond James & Associates in Duncanville, Texas provides retirement planning services, with particular focus on small business owners. The team holds CLU credentials. Services are conducted in English.

Decatur, Alabama

Raymond James & Associates in Decatur, Alabama provides retirement planning services with particular focus on small business owners. The firm's advisors hold the Chartered Life Underwriter (CLU) credential. Services are conducted in English.

Corpus Christi, Texas

Coastal Bend Wealth Partners operates in Corpus Christi, Texas, providing retirement planning services with a focus on small business owners. The firm holds CLU credentials and conducts business in English.

Hunt Valley, Maryland

Accompany Wealth Partners — Raymond James operates in Hunt Valley, Maryland and specializes in retirement planning and small business advisory services. The team holds CLU credentials. The firm provides retirement planning services and conducts business in English.

Boise, Idaho

Raymond James & Associates in Boise, Idaho provides retirement planning services with a focus on small business owners. The team includes professionals holding the CLU credential. Services are conducted in English.

Ruston, Louisiana

Raymond James in Ruston, Louisiana provides retirement planning services with particular focus on small business owners. The advisory team holds CLU credentials and conducts business in English.

Abilene, Texas

VistaCrest Financial is a retirement planning firm located in Abilene, Texas, serving clients with retirement strategy and small business planning needs. The team holds CLU credentials and conducts business in English.

Dalton, Georgia

Raymond James & Associates in Dalton, Georgia provides retirement planning services with a focus on small business clients. The firm's advisors hold the CLU credential. Specific fee arrangements are available upon consultation.

West Deptford, New Jersey

Haydenrock Financial is based in West Deptford, New Jersey and provides financial planning and investment management services. The firm specializes in working with small business owners.

Saddle River, New Jersey

Saddle River Financial Group is located in Saddle River, New Jersey and specializes in retirement planning and small business financial matters. The firm's team holds the Chartered Life Underwriter (CLU) credential. Services include retirement planning guidance. English is spoken.