Financial Planner
1st Ethical - Authorised firm of independent financial advisers and tax planners specialising in Inland Revenue sanctioned, Shariah-compliant Trusts. Based in the UK. - Check it
A & R Financial Planners Pty Ltd - Offering advice and assistance with financial planning. Company profile with articles on planning, goals and contact information. - Check it
Acorn Financial Planners Ltd - Independent financial advisors. Includes information on products and services offered. - Check it
Adam Investments, Inh. Dipl.-Kfm. Rolf Adam - Der Certified Financial Planner bietet unabhängig Financial Planning und Investment Management ausschließlich auf Honorarbasis. [D-22297 Hamburg] - Check it
Advisor Today - Founded in 1906 as Life Association News, Advisor Today is an advocacy news magazine for insurance agents and financial planners and the official publication of the National Association of Insurance and Financial Advisors. Articles focus on life and health insurance, financial advising, and tax and legislative issues. - Check it
Annuity Marketing Group - Assists agents and financial planners in the sale of fixed and indexed annuity products. - Check it
Astute Financial Services Ltd - Financial planners and investment advisers based in Auckland and Hamilton, New Zealand. - Check it
Bart A. Zandbergen, CPP - Financial Management Network - Financial Management Network - Investment planner and broker. Site includes newsletters, services offered, and information about the firm and the individual broker. - Check it
Beer Financial Group - Northwestern Mutual Financial Network - Northwestern Mutual Financial Network - Financial planners providing estate and long-term care planning and employee, executive benefit and investment services. - Check it
Bent Tree Software - Mortgage and personal finance shareware. Ideal for financial planners and attorneys. [Windows 3.1/95/98] - Check it
Bent Tree Software - Mortgage and personal finance shareware, useful for financial planners and attorneys. - Check it
Business Plan Shareware - Range of freeware and shareware business financial planners for Excel to make financial forecasts, business planning, appraisals and financial modeling. Software will generate fully integrated projections for one/three/five years ahead. [Windows 3.1/95/98/NT/2000] - Check it
Camarda Financial Advisors - Fee-only financial planners offers investment advice and articles. - Check it
Certified Financial Planner Klaus-Peter Eberwein - Es wird erläutert, was Certified Financial Planning bedeutet und welchen Nutzen der interessierte Kunde davon hat. - Check it
Certified Financial Planners Board of Standards, Inc. - Regulatory organization that creates and enforces uniform standards of competency, practice and ethics of financial planners through professionally administered education, examination, experience and ethics requirements. - Check it
Chapman Higgs - Certified Financial Planner Licensed Practitioner. Company and contact details. - Check it
College for Financial Planning - Certified Financial Planner education and exam preparation, and certifications or degrees in financial services - MS, CFP, RP, AAMS, CRPC, CRPS, CMFC, CE, and PD. - Check it
Darron R. Stover - Financial planner and investment advisory representative with specialty in socially responsible investing. North Carolina, USA. - Check it
EF Moody, Financial Planner - A financial planning site designed for consumer knowledge and protection. - Check it
Efficient Portfolios - A web-based solution that provides financial planners and investment professionals with the ability to apply modern portfolio theory, Monte Carlo simulation, risk assessment, and performance backtesting to the selection, evaluation, and optimization of their clients' portfolios. - Check it
Eric A. Smith - Certified Financial Planner specializing in SRI since 1986. Site includes SRI book store, SRI news and periodical list, and how to find and work with advisors. Seattle. - Check it
Executive Planners NC, Inc. - Financial advisors. Includes company overview, team member profiles, advisory approach, research tools, products and services. - Check it
Financial Advisor Magazine - Monthly publication targeting independent broker/dealer affiliated financial planners and registered investment advisers. - Check it
Financial Management Group - Certified financial planner works with small business on business loans and existing money using practical tax law. - Check it
Financial Planner Association - Provides a platform a platform for discussion and experience sharing in taking Certified Financial Planner public examinations. - Check it
Financial Planners Group - Dubiel Ortmann Schäfer Steinmetzler GbR - Dubiel Ortmann Schäfer Steinmetzler GbR - Man kümmert sich um Finanzen. Dabei vermittelt man Kapitalanlageprodukte. [D- 10719 Berlin] - Check it
Financial Planners Index - Provides financial articles and information on obtaining a financial planner. - Check it
Financial Planners Standards Council - The Canadian regulatory organization awarding the Certified Financial Planner designation. - Check it
Financial Planning Association of Australia - The Financial Planning Association represents qualified financial planners in Australia - Check it
Financial Planning Association of Australia - An association representing qualified financial planners in Australia. Includes list of members, event details and news. - Check it
Financial Planning Interactive - A hub for financial planners and investment advisers to interact. - Check it
Financial Planning Standards Council - Certified Financial Planner - Certified Financial Planner - The Canadian regulatory organization awarding the Certified Financial Planner designation. Offers information about fiancial planning, the CFP designation, how to obtain it and a search function to find those so certified. - Check it
Financial Security Planner - Jerry Peters - Jerry Peters - Offers life, medical, retirement, disability or long term care coverage for groups, business, or individuals. - Check it
FinancialCounsel.com - Provides updated news on regulatory and financial markets. Includes articles and alerts for brokers, financial planners and investors. - Check it
Find an Advisor - South African directory of financial advisors and financial planners. Listings include certified financial planners (CFP), insurance brokers and independent financial advisers. - Check it
Gordon Stirrett and Associates - Financial advisers and planners offering services in investment, taxes and accounting. Lists professional qualifications, other services and contact information. - Check it
Hansen, Jergenson, Nergaard & Co. - Certified Public Accountants and financial planners in Minneapolis. - Check it
Herr Capital Management - Certified Financial Planner and CPA offering estate and tax planning. - Check it
Hillross Financial Services - Financial planning firm with qualified planners in practices across Australia. - Check it
Holly Gallagher, CFP - Horizon Financial - Horizon Financial - Certified financial planner offering assistance with insurance, investments, stocks, bonds, annuities, and retirement planning. Includes an agent profile, list of services, and a contact form. - Check it
Hugh Smilestone - Heritage Financial - Heritage Financial - Certified General Accountant, independent financial planner/investment advisor and public accountant. Lists biography, money matters, tax issues, contact details and links to market update and Financial Planners Council of Canada. - Check it
IFA Securities Pty Ltd - Independently owned financial planners specialising in retirement planning, superannuation, investments, insurance, and home and investment finance. - Check it
ImagiSOFT RMD - Required Minimum Distributions software for CPA's and financial planners that complies with 2001 IRS Regulations. - Check it
Jerry E. Bartram, CPA, FHFMA - Yucaipa CPA and financial planner. Description of services and directions to office. - Check it
Jim Bogart - LPL Financial Services - LPL Financial Services - Financial planner specializing in mutual funds, variable and fixed annuities, retirement planning, insurance, and college planning. Includes information about LPL, an independent brokerage firm. - Check it
John Beddoe - Financial planner and insurance adviser located in Newcastle, Australia. - Check it
Joseph Morson, Christian Financial Services - Financial planner geared toward Christians and Pro-life investors. United States. - Check it
Karl Blovet & Associates - Chicago accountant, CPA and financial planner, CFP serving individuals and small businesses. Includes tax and financial articles, newsletter, news, tips and calculators. - Check it
Kelly Financial Management - Independent financial planners and employee benefit consultants. - Check it
Lifestyle Financial Solutions - Financial planners and investment advisors. Includes services and contact information. Maroochydore and Sydney. - Check it
LPL Financial Services - Financial planner offers financial advice to individuals and small businesses. - Check it
LTC Solutions - Long term care insurance brokers. Information source for certified financial planners and chartered financial consultants. - Check it
MaxPro Systems, Inc. - A provider of customization and training for ACT!. Also, software system of organization and marketing for stockbrokers and financial planners is available. - Check it
Modular Financial Solutions Inc. - Certified financial planner is a fee-only financial planning firm. - Check it
My Financial Foundation - Finance planner offers details on services, testimonials, and articles. - Check it
N M Rothschild Australia - Offer managed investments accessible directly from Rothschild, or via a financial planner. Group history and details of services offered. - Check it
National Association of Personal Financial Advisors (NAPFA) - Group for fee-only planners to enhance their own skills, market their services and be a part of a collective, influential voice on matters that affect them and their clients. History, bylaws, officers, awards and achievements, and contact information. - Check it
NZ Business Planners Limited - Enhances business performance, market share and financial profit with focus on strategy, structure and implementation. Services include: business plans, marketing plans, strategy and structure for small to medium businesses. - Check it
Paul Knoblich: Certified Financial Planner - Retirement accumulation and distribution specialist. - Check it
Planners Resource Group LLC - Annuity and insurance product solutions for financial advisors and insurance agents. - Check it
Pointons.com - Chartered Accountants, Financial Planners and online home loans. Based in South Australia. - Check it
PrimeTap: Family and Home - Articles, tips, powerful tools and resources for the family. Financial planners from Quicken, and drkoop drug checker. - Check it
Professional Protection Planners Berhad - Total financial and estate planning services, including tax and liability evaluation services. Offices in Johor and Kuala Lumpur. - Check it
Registered Financial Planners Institute - Recognizes qualified individuals who are in the field of financial planning. - Check it
Registered Financial Planners Institute - Formed in 1983 to promote professionalism in financial planning. - Check it
Richard Moon & Associates, CPA and Financial Planner - Marina Del Rey practitioner. Includes tips and profile of principal. - Check it
Savings Bond Seminar Planner - Provides US Savings Bonds Financial Planning seminars for Financial Professionals - Check it
SCORE Asset Management, Inc. - Certified minority/woman-owned investment firm providing investing, brokerage trading, underwriting, and planning services as a registered investment advisor, broker-dealer, and financial planner. - Check it
Sheridans Accountants & Financial Planners Pty Ltd - Offering financial services. Includes loan calculator, newsletter, budget spreadsheet, expenses templates and contact details. - Check it
Steve Personett, CPA - Certified public account and financial planner. Includes tax and business tips, as well as information on financial planning, investing, and income and estate taxes. - Check it
Sydney Life Financial Services - Financial planners specialising in investment strategies, superannuation, and life insurance. Online insurance quote form provided. - Check it
The Association of Divorce Financial Planners - Planners who focus on financial issues involved in the divorce process. - Check it
The Practical Planner - Describes fee-only financial planning services with profile of Patricia A. Konetzny, CFP, the planner. - Check it
Tolhurst Noall - Financial planners with stock broking facilities. Services and seminar information, brief staff profiles, and newsletter provided. - Check it
Tonello Capital Management - Tonello Management uses no-load, asset allocation strategies, to lower your risk while optimizing your return. Licensed CPA and Certified Financial Planner. - Check it
Toshihiko Harada - An English to Japanese translator and financial planner living in Kumamoto, Japan. Rates and work samples. - Check it
Values-Based Financial Planning - A values-based map for selecting a certified financial planner and building an investment portfolio. - Check it
Villa Nova Financing Group L.L.C. - A full service New Jersey mortgage company with an established team of certified loan brokers, certified financial planners and certified public accountants. - Check it
Wall Street Financial Group - An independent broker-dealer lists resources for investors, financial planners looking for a new broker/dealer, and affiliate professionals. Offers online access to brokerage accounts. - Check it
Wealth Management Advisors Inc. - Financial planners and advisors located in Overland Park, KS. - Check it
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