U.S. Certified Financial Planners Companies

Featured companies
Greenwood & Assoc Inc
26 E Center St.
Fayetteville AR 72701
(479) 521-5353
Mc Leod Financial Service
303 N 3rd St.
Rogers AR 72756
(479) 631-2424
Sterling Investment Management, Inc. in Tucson, AZ
Sterling Investment Management, Inc.
6262 North Swan Road, Suite 210
Tucson AZ 85718
(520) 293-3311

Founded in 1995, Sterling creates customized investment portfolios tailored to meet each client's specific return objectives, cash flow requirements, and views on risk.
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Brecek & Young Advisors Inc
3638 University Ave.
Riverside CA 92501
(951) 686-8622
F L Advisors
2360 Vallejo St.
San Francisco CA 94123
(415) 931-9447
Principal Financial Group
250 Montgomery St.
San Francisco CA 94104
(415) 837-1000
Bell Investment Advisors in Oakland, CA
Bell Investment Advisors
1111 Broadway, #1630
Oakland CA 94607
(510) 433-1066

Momentum For Life
Protected Investors Of America
321 San Anselmo Ave.
San Anselmo CA 94960
(415) 256-9702
Affiliated Financial
4764 Park Granada # 107
Calabasas CA 91302
(818) 225-9960
Kingston Financial Service
220 Oak Meadow Dr.
Los Gatos CA 95032
(408) 399-5395
Frontier Financial Services
3081 Brandywine Drive
San Jose CA 95121
(408) 278-8400

Robert Talley, our founder and president, has been managing residential real estate throughout Santa Clara County since 1979
American Planning Institute
1501 Westcliff Dr # 201
Newport Beach CA 92660
(949) 760-1010
Montecitco Capital Management Group I Top Advisors
225 East Carrillo Street, Suite 203
Santa Barbara CA 93101
(805) 965-7955

Montecito Capital Management Group has been in the financial advisory business for over a decade and its founder, Kipley J. Lytel, CFA, has worked in the investment field for over 25 years.
Parker Management Group
Beverly Hills CA 90210
(310) 205-2023
Michael K Shaw
224 S Glendora Ave.
Glendora CA 91741
(626) 963-0970
Asset Retention Insurance Service
23601 Moulton Pkwy
Laguna Hills CA 92653
(949) 595-4409
Best Practices Of America
2532 Dupont Dr.
Irvine CA 92612
(949) 756-0000
Alliance Royale Advisory Center
2575 Mccabe Way
Irvine CA 92614
(949) 442-6630
Insight Wealth Strategies in San Ramon, CA
Insight Wealth Strategies
3000 Executive Parkway, Ste 400
San Ramon CA 94583
(925) 659-0217
Richard Sevin
2600 Foothill Blvd.
La Crescenta CA 91214
(818) 957-3800
Dal Financial Inc
895 W Valley Blvd.
Colton CA 92324
(909) 433-9000
Beam & Assoc
12813 E Paul Ave.
Clovis CA 93619
(559) 299-4152
Bartley A Corfee Chfc DBA: Corfee & Associates in Evergreen, CO
Bartley A Corfee Chfc DBA: Corfee & Associates
29029 Upper Bear Creek Road, Suite 107
Evergreen CO 80437
(303) 674-0188

Corfee & Associates is a comprehensive financial services firm committed to helping our clients improve their long-term financial success. Our customized programs are designed to help grow, protect, a
Special Investment Co
2 Augusta Dr.
Danbury CT 06810
(203) 778-1419
Rothrock & Assoc Financial
580 Village Blvd.
West Palm Beach FL 33409
(561) 471-8781
American Express
2917 W Ste Rd 434 Ste 131
Longwood FL 32779
(407) 862-6466
International Administrative
400 Crown Oak Centre Dr.
Longwood FL 32750
(407) 331-1130
Financial Solution Advisory
1901 S Harbor City Blvd.
Melbourne FL 32901
(321) 953-0191
D&D Southern Financial Corp
461 Capistrano Dr.
Palm Beach Gardens FL 33410
(561) 627-3820
Antilles Financial Service
2327 NW 190th Ave.
Pembroke Pines FL 33029
(954) 435-4457
Hancock Financial LLC
1523 Roswell Rd.
Marietta GA 30062
(678) 525-9534
Budnik Sharon H Cfp
5 Concourse Pkwy Ne # 3000
Atlanta GA 30328
(770) 392-3402
RRR Financial Inc
3182 Farmington Dr SE
Atlanta GA 30339
(770) 436-9826
Prime Leasing Inc
11445 Johns Creek Pkwy
Duluth GA 30097
(770) 813-4983
Forest City Financial Service
6116 Mulford Village Dr.
Rockford IL 61107
(815) 229-1795
The Tranel Financial Group
Financial Services
1509 N Milwaukee Ave.
Libertyville IL 60048
(847) 680-9050
Innovative Financial Concepts
7350 Lavergne Ave.
Skokie IL 60077
(847) 674-3275
North Shore Investment
Waukegan IL 60085
(847) 445-4100
Delphi Group
3011 183rd St.
Homewood IL 60430
(219) 853-1410
C&B Investment Enterprise
3601 Neyrey Dr.
Metairie LA 70002
(504) 456-6023
Marco Financial Inc
3900 N Causeway Blvd.
Metairie LA 70002
(504) 309-3789
Harbor Financial Group
4565 Lasalle St.
Mandeville LA 70471
(985) 674-6722
Journey Wealth Partners in Concord, MA
Journey Wealth Partners
Journey Wealth Partners
747 Main Street, Suite 120
Concord MA 01742
(978) 369-2911

Journey Wealth Partners is an independent investment advisory and planning firm based in Concord, MA.
Smith Advisors
812 Coachway
Annapolis MD 21401
(410) 849-5226
P F Service
28221 Beck Rd # A18
Wixom MI 48393
(248) 348-1983
First North Financial
P.O. BOX 837
Evart MI 49631
(231) 734-5022
IDS Financial Service
2665 Long Lake Rd.
Roseville MN 55113
(651) 635-1735
Armon Financial Services
11611 Rosary Ln.
Saint Louis MO 63138
(314) 741-7470
Big Sky Financial Network LLC in Whitefish, MT
Big Sky Financial Network LLC
CASH for Real Estate secured Notes and Contracts
Whitefish Stage Road
Whitefish MT 59937
(406) 897-4389

Buyers and Investors of Trust Indenture Notes, Land Sale Contracts, Private Mortgage Notes, Real Estate Contracts, Trust Deed Notes, Contract for Deeds, and Real Estate secured Promissory Notes.
Edge Water Group Inc in Greensboro, NC
Edge Water Group Inc
Edge Water Group Inc - Investment Firm
3602 Old Battleground Rd.
Greensboro NC 27410
(336) 497-1776

We are a privately held Investment Group founded in Greensboro, North Carolina. Our mission is to obtain profitability through innovation.
American Intl Companies
4201 Congress St Ste 210
Charlotte NC 28209
(704) 553-8752
Amerifirst Financial Corp
1901 Liberty Dr.
Thomasville NC 27360
(336) 472-5829
Angelo Zingaro Assoc
20 N Park Pl.
Morristown NJ 07960
(973) 538-6556
Prudential Private Asset Mgmt
8 Campus Dr.
Princeton NJ 08540
(609) 734-1300
Lark Research
839 Dewitt Street
Linden NJ 07036
(908) 448-2246

Lark Research is an independent investment research firm that publishes the Income Builder newsletter.
Gaur Asset Management
29 Clyde Rd # 202
Somerset NJ 08873
(732) 873-9668
G & C Financial Advisors
2 Forest Ave.
Oradell NJ 07649
(201) 599-8399
NFC Of Las Vegas
Las Vegas NV 89109
(702) 380-3471
W P Stewart & Co Inc
527 Madison Ave FL 20
New York NY 10022
(212) 750-8585
B & P Research Office Inc
540 Madison Ave FL 37
New York NY 10022
(212) 588-9755
Technimental RES Group LLC
110 Wall St FL 13
New York NY 10005
(212) 742-0102
International Equine Acqstn
595 Stewart Ave.
Garden City NY 11530
(516) 393-0200
Irondequoit Financial Center
545 Titus Ave.
Rochester NY 14617
(585) 238-7806
Ann Wolfson Assoc
7030 E Genesee St # 202
Fayetteville NY 13066
(315) 449-4730
Calandra Financial Service
581 Route 17m
Monroe NY 10950
(845) 774-8978
Goldstar Capital Corp
56 Pecan Valley Dr.
New City NY 10956
(845) 639-9149
Safrin Associates
7 Holly Cir
Monsey NY 10952
(845) 426-1999
Financial Services
622 Manorville Rd.
Saugerties NY 12477
(518) 678-9661
Siena Capital Funding Inc
29 Ladentown Rd.
Pomona NY 10970
(845) 354-7745
JC Wealth Management Group, LLC
4010 Main Street
Hilliard OH 43026
(614) 876-6993

At JC Wealth Management Group, LLC., we offer estate planning, tax efficient strategies, and financial and retirement planning.
Midsouth Capital
1280 Boardman Canfield Rd.
Youngstown OH 44512
(330) 758-5557
Applied Divorce Solutions
3720 SW 141st Ave #212
Beaverton OR 97005
(503) 350-2314
Ncs
P.O. BOX 649
Clackamas OR 97015
(503) 558-8880
Second Opinion Inv Analis
628 E End Ave.
Pittsburgh PA 15221
RKL Wealth Management in Lancaster, PA
RKL Wealth Management
1800 Fruitville Pike, First Floor
Lancaster PA 17601
(717) 399-1700

Serving Central and Eastern Pennsylvania, RKL Wealth Management stands apart from other local investment advisory firms thanks to its unmatched level of knowledge, expertise and resources.
AIG Royal Alliance
661 Charles Ave.
Kingston PA 18704
(570) 283-8432
B Cas Inc
31 W Millport Rd.
Lititz PA 17543
(717) 626-8044
Downingtown Financial in Downingtown, PA
Downingtown Financial
104 Brookhaven Lane
Downingtown PA 19335
(484) 364-5466
Richard G Albright
506 Dekalb Pike
North Wales PA 19454
(215) 699-8939
RKL Wealth Management in Wyomissing, PA
RKL Wealth Management
1330 Broadcasting Road, First Floor
Wyomissing PA 19610
(610) 376-9561

Serving Central and Eastern Pennsylvania, RKL Wealth Management stands apart from other local investment advisory firms thanks to its unmatched level of knowledge, expertise and resources.
Innovative Financial Service
7 Market St.
Vermillion SD 57069
(605) 624-2778
Arnold Financial
10 Cadillac Dr.
Brentwood TN 37027
(615) 251-8121
Don Pectol Financial Conslnt
318 E Elk Ave.
Elizabethton TN 37643
(423) 542-2044
Ali Group
10010 San Pedro Ave # 650
San Antonio TX 78216
(210) 341-2991
Gracelyne
2537 S Gessner Rd # 114
Houston TX 77063
(713) 260-7233
Matthew Goff Investment Advsr
4400 Post Oak Pkwy
Houston TX 77027
(713) 850-8900
Allstate Financial
9728 Dyer St # Aa
El Paso TX 79924
(915) 203-2886
White Capital Management Inc
6370 Lyndon B Johnson Fwy
Dallas TX 75240
(972) 386-4200
Standard & Poors
500 N Akard St Ste 3200
Dallas TX 75201
(214) 871-1400
Disciplined Investors LLC
10003 Stony Point Dr.
Waco TX 76712
(254) 754-7973
401kRollover.com in Irving, TX
401kRollover.com
5605 N. MacArthur Blvd. Suite 1083
Irving TX 75038
(800) 767-1423

401kRollover.com helps you flex your financial muscle with the largest online database of retirement account providers in the United States.
Partners Financial Group LLP
2333 50th St.
Lubbock TX 79412
(806) 791-8523
ecountable in Norfolk, VA
ecountable
Outsourced Accounting, Bookkeeping CFO Services
999 Waterside Drive, Suite 2220,
Norfolk VA 23510
(757) 962-1080

Outsourced Accounting, Bookkeeping CFO Services: Ecountable
American Express Financial Advisors
32 Ashby St # 101
Warrenton VA 20186
(540) 347-2491
Anliker Financial Management in Glen Allen, VA
Anliker Financial Management
5320 Twin Hickory Rd.
Glen Allen VA 23059
(804) 237-6044
Certified Senior Service
1202 E Sprague Ave # 203
Spokane WA 99202
(509) 835-3565
Liberty Financial Group
15 Oregon Ave # 105
Tacoma WA 98409
(253) 472-0169
Reppond Investments, Inc. in Bellevue, WA
Reppond Investments, Inc.
11900 NE 1st St #300
Bellevue WA 98005
(425) 891-1388

To preserve and increase the real wealth of my clients with portfolios that focus on asset protection without compromising growth.
Sherif J. Awad, CERTIFIED FINANCIAL PLANNER™
3700 Pacific Highway East, Suite 302 Fife, WA 9842
Fife WA 98424
(253) 517-7416

Raymond James – Sherif J. Awad, CERTIFIED FINANCIAL PLANNER™
Lincoln Financial Advisors
2100 S Kensington Dr.
Appleton WI 54915
(920) 739-6131
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