U.S. Certified Financial Planners Companies

Featured companies
Investment Advisory Group
11209 N Tatum Blvd # 225
Phoenix AZ 85028
(602) 765-2222
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.
Padgett Financial Group
1555 Plaza West Dr.
Prescott AZ 86303
(928) 778-0933
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Gamble Jones Murphy & Bent
3750 University Ave # 550
Riverside CA 92501
(951) 686-6300
ENDN
2537 Pacific Coast Hwy # D166
Torrance CA 90505
(310) 965-0600
H H Financial Consultants
2612 Harcourt Dr.
San Diego CA 92123
(858) 576-1733
Wilshire Financial
3550 Wilshire Blvd.
Los Angeles CA 90010
(213) 365-0440
Hatch Financial
6833 Black Duck Way
Sacramento CA 95842
(916) 956-2454
Bell Investment Advisors in Oakland, CA
Bell Investment Advisors
1111 Broadway, #1630
Oakland CA 94607
(510) 433-1066

Momentum For Life
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
Crown Capital Securities
46050 Clubhouse Dr.
Temecula CA 92592
(951) 699-4294
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.
Scott Moore Primerica
3 Quail Run Cir # 104
Salinas CA 93907
(831) 771-2495
Ohlone Financial
PO Box 2145
Livermore CA 94551
(925) 606-6548
Insight Wealth Strategies in San Ramon, CA
Insight Wealth Strategies
3000 Executive Parkway, Ste 400
San Ramon CA 94583
(925) 659-0217
H C Financial Advisors Inc
25 Avenida DE Orinda
Orinda CA 94563
(925) 254-1023
MMGC Financial Service
74774 Us Highway 111
Indian Wells CA 92210
(760) 836-9052
Transamerica Financial Advsrs
1136 Fremont Ave # 102
South Pasadena CA 91030
(626) 441-2947
AIG Sunamerica
2135 Huntington Dr.
San Marino CA 91108
(626) 396-1650
Cutten Consulting & Training
P.O. BOX 272
La Honda CA 94020
(650) 747-0025
Jordan American Holdings Inc
2155 Resort Dr Ste 108
Steamboat Springs CO 80487
(970) 879-1189
Olde Brothers & Assoc Inc
12030 W 18th Dr.
Lakewood CO 80215
(303) 233-4954
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
Mc Atee & Co
2 Greenwich Plz
Greenwich CT 06830
(203) 863-0909
Norwest Financial Leasing
Westport CT 06880
(203) 221-7755
A & W Financial Service Inc
300 Delaware Ave.
Wilmington DE 19801
(302) 427-5703
Retirement Securities of
9050 Pines Blvd Ste 425
Hollywood FL 33024
(954) 322-1535
AIG Spelman & Co Inc
13 Kelly Ave NE # 5b
Fort Walton Beach FL 32548
(850) 243-1962
Direct Financial Services Inc
8505 Haven Wood Trl
Roswell GA 30076
(770) 641-1826
Financial Resources-Adema Grp
1111 Nebraska St.
Sioux City IA 51105
(712) 258-5800
Midwest Group Benefits
1111 Montgomery St # A
Decorah IA 52101
(563) 382-9611
Asset Exchange
4055 W Peterson Ave # 205
Chicago IL 60646
(312) 222-1350
American Express Financial Advisors
363 S Main St # 515
Decatur IL 62523
(217) 423-2639
The Tranel Financial Group
Financial Services
1509 N Milwaukee Ave.
Libertyville IL 60048
(847) 680-9050
Research Products Inc
6100 N Keystone Ave.
Indianapolis IN 46220
(317) 439-6740
American Express Financial Advisors
3200 Mesa Way
Lawrence KS 66049
(785) 841-2985
Hawker & Rivest Inc
52 Pineridge Dr.
Westfield MA 01085
(413) 562-2567
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.
Stanley E Startzell
19 Saltmeadow Ln.
Duxbury MA 02332
(781) 934-9878
Three G Capital Management
1750 S Brentwood Blvd # 113
St Louis MO 63144
(314) 918-7180
American Express
167 Grand Fir Ln.
Jackson MO 63755
(573) 243-7799
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.
Wakker's Financial Advisory
608 W Johnson St.
Raleigh NC 27603
(919) 831-2822
Wakker's Financial Advisory
PO Box 18668
Raleigh NC 27619
(919) 831-2822
Transportation Benefits Inc
80 Burrage Rd NE
Concord NC 28025
(704) 786-7266
Thrivent Financial-Lutherans
2125 Sims St # 5
Dickinson ND 58601
(701) 483-4600
M P Financial Innovations
14301 Fnb Pkwy # 306
Omaha NE 68154
(402) 492-8444
Wilmerding Miller & Co
22 Chambers St # 301
Princeton NJ 08542
(609) 921-0373
Jantorno Financial Advisors
29 Emmons Dr.
Princeton NJ 08540
(609) 919-0006
Penn Capitol Management Co
457 Haddonfield Rd.
Cherry Hill NJ 08002
(856) 910-8181
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.
Shahid Mahmood CLU Chfc
P.O. BOX 608
Pine Brook NJ 07058
Powernet Marketing Systems Inc
3320 E Serene Ave.
Henderson NV 89074
(702) 733-9850
Pembroke Financial Inc
824 Sandhill Sage St.
Henderson NV 89052
(617) 285-2684
Orbimed Advisors LLC
767 3rd Ave FL 30
New York NY 10017
(646) 289-6400
Fintrack Systems Inc
11 Broadway
New York NY 10004
(212) 680-8658
Grand Financial Service
500 Grand St # A
New York NY 10002
(212) 353-3881
American Express Co
200 Vesey St.
New York NY 10285
(212) 640-2000
Spire Capital Group LLC
712 5th Ave.
New York NY 10019
(212) 421-4593
IQEQ Fundamentals
4563 Bell Blvd.
Flushing NY 11361
(718) 279-3009
Legacy Financial Planning
400 Meridian Ctr
Rochester NY 14618
(585) 241-5250
C G Austrie
10717 225th St.
Jamaica NY 11429
(718) 464-2741
Lucas Sky
8 John Walsh Blvd.
Peekskill NY 10566
(914) 737-4754
Harsinay Dror Inc
27 Kennedy Rd.
Roslyn Heights NY 11577
(516) 355-3351
Chapter 13 Trustee
400 Tuscarawas St W
Canton OH 44702
(330) 455-2222
Tyler-Stone Group Securities
20820 Chagrin Blvd # 302
Cleveland OH 44122
(216) 295-0945
Mc Greevy Evans & Assoc
25701 N Lakeland Blvd # 407
Cleveland OH 44132
(216) 289-6736
Harper Financial Systems
6900 S Edgerton Rd.
Cleveland OH 44141
(440) 526-4175
Curry Jones Assoc Inc
2200 Scottwood Ave.
Toledo OH 43620
(419) 244-4480
Tucholski Tax & Financial Plng
2727 N Holland Sylvania Rd # J
Toledo OH 43615
(419) 531-0330
Bh2
975 Lakewood Beach Dr.
Sheffield Lake OH 44054
(440) 949-6449
Sharp Financial Service
2 E Broadway St # C
Sand Springs OK 74063
(918) 245-4451
Titan Business Solutions
103 S Vann St.
Pryor OK 74361
(918) 824-2900
Applied Divorce Solutions
3720 SW 141st Ave #212
Beaverton OR 97005
(503) 350-2314
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.
National Advisory Group Inc
715 Twining Rd.
Dresher PA 19025
(215) 881-7000
Downingtown Financial in Downingtown, PA
Downingtown Financial
104 Brookhaven Lane
Downingtown PA 19335
(484) 364-5466
Smith Asset Management Inc
18 N State St.
Newtown PA 18940
John F Taylor Jr & Assoc
551 Main St.
Stroudsburg PA 18360
(570) 421-5365
Financial Network Investment
1453 Stoltz Rd.
Bethel Park PA 15102
(412) 835-8003
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.
Stellabotte & Associates
315 Walnut St.
Hollidaysburg PA 16648
Cox Bell Financial
606 16th Ave N
Myrtle Beach SC 29577
(843) 445-9440
CBR Systems
215 W Pine St # A
Florence SC 29501
(843) 665-5000
Innovative Investments Inc
1910 Madison Ave Ste 70
Memphis TN 38104
(901) 272-1305
Barbosa Financial Service Inc
4400 S Wayside Dr.
Houston TX 77087
(713) 643-9375
Legacy Advisory Services Ltd
1705 S Capital of Texas H # 130
Austin TX 78746
(512) 288-4004
PEBSCO Deferred Cmpnstn
6130 Montana Ave.
El Paso TX 79925
(915) 775-1262
Mutual Service Corp
13101 Preston Rd # 508
Dallas TX 75240
(972) 233-8300
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.
Diverse Investments
18 Augusta Pines Dr.
Spring TX 77389
(281) 351-1758
Ng Resources Corporation
2500 N Big Spring St.
Midland TX 79705
(432) 687-3918
Bates Total Asset Management
1001 Water St # A-200
Kerrville TX 78028
(830) 896-3717
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
Anliker Financial Management in Glen Allen, VA
Anliker Financial Management
5320 Twin Hickory Rd.
Glen Allen VA 23059
(804) 237-6044
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™
Retained Earnings
1977 American Dr Ste 201
Neenah WI 54956
(920) 720-5678
Amci Acquisitions LP
RR 2
Oconto Falls WI 54154
(920) 846-2500
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