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Financial Planners Certified in United States

Jacksonville Wealth Management photos
Jacksonville Wealth Management
Jacksonville / Florida / United States
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At Jacksonville Wealth Management (Jax Wealth), we provide comprehensive investment management and retirement planning for families, retirees, and business owners. Jacksonville Wealth Management clients benefit from our holistic approach, as we guide our clients through all aspects of financial planning: Plan, Invest, Retire, Endow. Clients enjoy an exceptional client experience because each relationship is grounded by the guiding principles of our firm: Shared Values, Service Values, Investment Philosophy, Mission Statement and the 75 things we do for every client who comes through our doors. Thank you for giving Jacksonville Wealth Management the opportunity to help you plan today and enjoy tomorrow!
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Jeanne Peterson - Ameriprise Financial Services, Inc. photos
Jeanne Peterson - Ameriprise Financial Services, Inc., Jacksonville
Jacksonville / Florida / United States
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Putting clients first; its what I do. Ameriprise earned a Hearts & Wallets Top Performer recognition in: Unbiased, puts my interest first; Explains things in understandable terms; Understands me and shares my values. Im proud to be associated with a firm known for its service and how it relates to clients, because serving your interests is my priority. I offer comprehensive financial advice and a broad range of solutions to help you and your loved ones live brilliantly, now and in the future. With the right financial advisor, life can be brilliant. Comments are not verified, may not be accurate and are not representative of the experiences of the advisors clients.
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Edelman Financial Engines photos
Edelman Financial Engines, Orchard Park
Orchard Park / New York / United States
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Our Orchard Park office is by appointment only. The Edelman Financial Engines Advisor Center is conveniently located in the Sterling Commons Medical & Professional Park, located just seconds from Milestrip Road and Route 219 in the heart of the Southtowns, servicing Orchard Park and its surrounding areas.
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Joseph Trainor - Ameriprise Financial Services, Inc. photos
Joseph Trainor - Ameriprise Financial Services, Inc., Jacksonville
Jacksonville / Florida / United States
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You are not just another face in the crowdYou are unique, and so are your financial goals. Thats why I care and take the time to understand whats truly important to you. I can help you prepare for whatever life brings ” both the expected and the unexpected ” with personalized advice tailored to you. In fact, Ameriprise is rated #1 in the investment industry for trust.Every client is important to me. Over time, well work together to help you achieve what matters most. Let me help you gain the freedom to live financially confident and in control. Comments are not verified, may not be accurate and are not representative of the experiences of the advisors clients.
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Fidelity Investments photos
Fidelity Investments, Boston
Boston / Massachusetts / United States
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Your Investor Center can help with everything from building a plan to selecting the accounts that may be right for you. Come visit us today. We offer the following services: Annuities, College planning, Estate planning strategies, Investment guidance, Life insurance, Retirement planning, Wealth planning strategies.The branch is located on the corner of Boylston and Fairfield Streets. For scheduled appointments, validated parking is available at the Prudential Center garage.
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Stellar Advisor photos
Stellar Advisor, Bethlehem
Bethlehem / Pennsylvania / United States
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Life is full of milestones. Starting your career, getting married, growing your family, starting a business, and retiring are just some of the amazing things we go through in life. We seek to simplify complex financial terms and investment options, offer honest advice, and help you navigate life. At Stellar Advisor, we approach your financial picture from a wide angle lens and build long-term, trusted relationships while working to pursue your goals. To us, you’re not just a number or portfolio. You are our priority and we have built our firm around helping you succeed.
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Citizens Bank photos
Citizens Bank, Dorchester
Dorchester / Massachusetts / United States
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At Citizens Bank, we are here to help you bank better. So, if you have a question about buying a house, paying for college, saving for retirement, taking on debt in a smart way or any other question about money, don’t keep it to yourself. Ask a Citizen. We have approximately 1,150 Citizens Bank branches in 11 states and approximately 3,300 ATMs. In addition, our customers stay connected with us 24/7 online, through our award-winning mobile app and via our round-the-clock customer contact center. Member FDIC. Equal Housing Lender.
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Hoopoe Advisors photos
Hoopoe Advisors, Roxbury
Roxbury / Massachusetts / United States
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We are a full-service, high-net-worth wealth manager, helping successful families increase their impact in their communities, and focus on what truly matters in their lives. We create comprehensive wealth strategies covering: investments, trusts & estate planning, philanthropy & foundations, life insurance, retirement, education planning and more. As an independent firm, we have the flexibility to offer you access to a wide range of non-proprietary products and services-without the obligation to sell any particular investment or brand - keeping our focus solely on your wealth management and legacy objectives.
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Gary B Whittaker - Ameriprise Financial Services, Inc. photos
Gary B Whittaker - Ameriprise Financial Services, Inc., Jacksonville
Jacksonville / Florida / United States
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You are not just another face in the crowdYou are unique, and so are your financial goals. Thats why I care and take the time to understand whats truly important to you. I can help you prepare for whatever life brings ” both the expected and the unexpected ” with personalized advice tailored to you. In fact, Ameriprise is rated #1 in the investment industry for trust.Every client is important to me. Over time, well work together to help you achieve what matters most. Let me help you gain the freedom to live financially confident and in control. Comments are not verified, may not be accurate and are not representative of the experiences of the advisors clients.
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Wealth Advisory Group, LLC photos
Wealth Advisory Group, LLC, Pomona
Pomona / New York / United States
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Wealth Advisory Group, LLC, a Guardian agency, is part of a Fortune 250 global financial services company that is committed to providing individuals and businesses with the financial guidance and protection they need to lead a life well lived. Guardian’s offerings range from life insurance, disability income insurance, annuities, wealth management and investments to dental, vision, and 401(k) plans. Guardian has approximately 8,800 employees and a network of over 2,750 financial representatives in more than 58 agencies nationwide.
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Schwallier Wealth Management LLC photos
Schwallier Wealth Management LLC, Ada
Ada / Michigan / United States
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SWM strives to be Grand Rapids most trusted provider of honest financial management to hardworking professionals and entrepreneurs. Meet the folks who make this possible.
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Edelman Financial Engines photos
Edelman Financial Engines, Jacksonville
Jacksonville / Florida / United States
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Our Jacksonville office is by appointment only. The Edelman Financial Engines Advisor Center in Jacksonville is located close to the I-95 & JTB interchange and is 15 minutes from downtown Jacksonville. We offer investment advice and assistance with your 401(k) rollover, saving for a child’s education or preparing a personalized retirement strategy.
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Bayou City Financial Advisors, LLC photos
Bayou City Financial Advisors, LLC, Houston
Houston / Texas / United States
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At Bayou City Financial Advisors, relationships and confidence are paramount. We understand these are earned through time, which is why our goal is for each client to feel like they are part of our family. Knowing your goals and objectives is important in developing a plan and making sure the results sync up with your goals. Whether your goals involve building wealth through investing, funding a child’s education, planning for a reliable retirement or protecting your estate, we can help you develop a strategy and make wise decisions to help you achieve those goals.
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Santander Bank - Closed photos
Santander Bank - Closed, Hull
Hull / Massachusetts / United States
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This Hull branch of Santander Bank is here to help serve your financial needs. With checking accounts, money market savings accounts, auto loans, personal loans, online banking, mortgages, and business banking – as well as a full suite of other banking products and services – Santander Bank’s network of 9,800 colleagues is here to help you and your business. With more than 650 branches and more than 2,000 Santander ATMs across the Northeast, including many CVS/pharmacy® locations. Member FDIC. Equal Housing Lender.
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Bridge City Advisors - Ameriprise Financial Services, Inc. photos
Bridge City Advisors - Ameriprise Financial Services, Inc., Portland
Portland / Oregon / United States
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We care about whats important to youYour financial goals are unique, and we can help you achieve them. We take the time to understand whats truly important to you " whether its saving for college, retiring the way you want, making smart investments or anything else. The personalized financial advice we offer can help you prepare for the expected and unexpected things in life. As a result, you can feel more confident and secure about your financial future. With the right financial advice, life can be brilliant. Comments are not verified, may not be accurate and are not representative of the experiences of the advisors clients.
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BB&T photos
BB&T, Cumming
Cumming / Georgia / United States
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BB&T is one of the largest financial services holding companies in the U.S. Based in Winston-Salem, N.C., the company operates 2,139 financial centers in 15 states and Washington, D.C., and offers a full range of consumer and commercial banking, securities brokerage, asset management, mortgage and insurance products and services. A Fortune 500 company, BB&T is consistently recognized for outstanding client satisfaction by the U.S. Small Business Administration, Greenwich Associates and others. BB&T has also been named one of the World’s Strongest Banks by Bloomberg Markets Magazine, one of the top three in the U.S. and in the top 15 globally. More information about BB&T and its full line of products and services is available on our website.
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Clayton Investment Associates photos
Clayton Investment Associates, Saint Louis
Saint Louis / Missouri / United States
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With something as personal as your finances, it’s important to work with an advisor you trust and with whom you want to work for the long-term. After all, building a financial plan is not a one-time event; it is an ongoing process that requires adjustments as your life or goals change. At Clayton Investment Associates, we want to fill this role in your life. We welcome the opportunity to guide you along your financial path.
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Flagship Harbor Advisors photos
Flagship Harbor Advisors, Marshfield
Marshfield / Massachusetts / United States
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Flagship Harbor Advisors offers innovative financial strategies to successful individuals, families, and businesses who count on us to provide personal service and accountability for investment performance. Our goal is to establish long-lasting relationships built on integrity and mutual trust as we help guide our clients along the path toward financial well-being. Flagship Harbor Advisers created this Web site to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation. Most importantly, we hope you see the value of working with skilled professionals to pursue your financial goals.
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Kelly Rach - Ameriprise Financial Services, Inc. photos
Kelly Rach - Ameriprise Financial Services, Inc., Glencoe
Glencoe / Minnesota / United States
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Women face different financial considerations, you may be the primary breadwinner, run the household, take care of children and/or elderly parents all while bringing your families together. I use our exclusive Confident Retirement approach to help my clients feel more confident about their, and their loved ones, financial future. I am personally invested in helping them plan for and enjoy the full and rich lives theyve earned. Comments are not verified, may not be accurate and are not representative of the experiences of the advisors clients.
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Summit Bay Private Wealth Advisors - Ameriprise Financial Services, Inc. photos
Summit Bay Private Wealth Advisors - Ameriprise Financial Services, Inc., Battle Creek
Battle Creek / Michigan / United States
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The advisor listed is an Ameriprise financial advisor in Battle Creek. Comments are not verified, may not be accurate and are not necessarily representative of the experiences of the advisors clients. Live life brilliantly.What matters most to you in life? Its a big question. And its one of many questions well ask to better understand you, your goals and your dreams. We may ask questions that other financial advisors wont. Why? Because your vision of the future is unique and were committed to helping you achieve it. Lets start developing a personalized financial plan so you can gain the confidence to focus on what matters to you. Today and tomorrow.Were here to help you live the life youve earned. When you have the right advisor, life can be brilliant.
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