Links/Resources to Financial Advisors & Planners
Disclaimer: Resources provided here are for educational purposes only. You should do your own due diligence with regards to each link provided. No recommendations are being given.
*Please see steps to get your site listed below
Financial Advisors and Planners
BrightScope
A comprehensivse database of individual financial advisors with location and qualifications, specialties, legal disputes, etc.
Vineyard Wealth Management | Scottsdale Arizona
Vineyard Wealth Management, LLC specializes in wealth management and alternative investments, and estate planning for small business retirement plans - and seeks to maximize wealth for individuals, families, and small businesses.
Integrity Wealth Management
Brian Simpson is a wealth manager, stock market expert and consultant in areas of tax minimization, retirement planning and philanthropic giving. Brian has 20+ years of investing experience. He tailors his “boutique” firm to high net worth individuals and high income earners who are prudent savers and investors.
Mike Bonacorsi, CFP
Mike is a professional with twenty years of experience in the financial world. His new book "Retirement Readiness" not only will assist you in moving ahead with retirement planning, but it will also help you to look at the issue of retirement. For many people, retirement is something that is always in the future, until one day it's not.
Reed Financial
Reed Financial specializes in optimising returns according to your financial goals and tolerance towards volatility. David Reed is an accredited Dimensional Fund Adviser (DFA) and utilizes scientific strategies to build wealth.
Princeton Retirement Planning and Wealth Management
Kevin Graham emphasizes a conservative investment management approach utilizing various forms of securities and insurance products to help meet the client’s financial goals.
Markey Wealth Management
Darrin Markey is an independent wealth manager in Gainesville Florida.
Interesting Blogs by Advisors and Planners
FPPad
Bill Winterberg CFP - Financial Planning Technology Blog
Wealth Building Strategies
Cathy Pareto CFP - Your Money - Your Investments
Chicago Financial Planner
Roger Wohlner CFP - Articles and links pertaining to financial planning.
Financial Planning Simplified
Brian Plain CFP - a financial planner with a simple approach to investing.Advisor Support Services
K&S Project Services
Katie Peiffer - Support for independent advisors offering marketing services such as Powerpoint presentations, email marketing, and website content.
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