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Home / Business / Financial Services / Financial Planning
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Web Sites
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- 4FinancialPlanning - Offers a guide to financial planning, includes links to sites related to this subject.
www.4financialplanning.com
- A-PAL Online Inc. - A consortium of financial services professionals, advisors and planners.
www.apalonline.com
- Access Financial Planning, Inc. - Registered investment advisor offers full-service financial planning services.
www.afplan.com
- ACH Investment Group - Provides financial planning services, insurance and educational seminars.
www.achinvest.com
- Adirondack Family Business Consultants, Inc. - Offers business and family planning, estate and retirement planning, management and succession planning.
www.adkfamilybusiness.com
- Advies Associates - An introduction to creating personal wealth strategies.
www.advies-associates.com
- Advisor World - Matches consumers to a network of thousands of accountants and financial advisors.
www.advisorworld.com
- AG Financial Services Group - Provides financial planning and financing to Christian-related causes.
www.agfsg.org
- Alcar Group Inc - Offers a software system that facilitates many aspects of financial planning.
www.alcar.net/index.html
- Allegheny Financial Group, Ltd. - Investment advisor provides financial planning advice to individuals and businesses.
www.alleghenyfinancial.com
- Allegiance Financial Group, Inc. - Provides estate, income tax, charitable gift and retirement planning.
www.allegiancegroup.com
- AmTrust Inversiones - Offers financial and investment services to Latin American clients.
www.amtrustinversiones.com
- Ann Wolfson Associates - Offers full service independent financial planning, based in Fayetteville, NY.
www.annwolfson.com
- Annuity Financial Services - Offers programs for the professional in the financial service arena.
www.annuityfinancial.com
- Antolino & Associates - Provides benefit management services and family wealth counseling.
www.antolino.com
- Applied Financial Planning - Provides tax planning, preparation and financial planning.
www.appliedfinancialplanning.com
- Armchair Millionaire - Offers information and advice on long-term saving and investing.
www.armchairmillionaire.com
- Assante Corporation - Provider of financial and life management services.
www.assante.com
- AXA Advisors - Provides investment, retirement, and estate planning advice.
www.axaonline.com
- Berson and Corrado - Provides tax planning, accounting and business advisory services.
www.bersonandcorrado.com
- Bessemer Trust - Offers wealth management services to high net worth individuals and select institutions.
https://www.bessemer.com/WebSite/PageLoad.asp?PageKey=WelcomeToBT
- Braun Financial - Offers financial planning to a diverse group of individuals and families.
www.braunfinancial.com
- Brouwer & Janachowski - Provides financial analysis, asset preservation and estate planning.
www.fundmastery.com/pages/index.htm?SPID=9475&OrgID=476
- Brownson, Rehmus, Foxworth Inc. - Offers fee-based financial counseling to wealthy families and corporate executives.
www.brfinc.com/index.htm
- Bryson Financial Group - Offers employee benefits, insurance planning, executive tax planning and estate planning services.
www.bryfi.com
- Budgethub - Discusses issues, trends and insights regarding corporate budgeting.
www.budgethub.com
- Cain Watters And Associates - Provides financial services, consultation, monitoring and planning services.
www.cainwatters.com
- Campbell & Associates - Provides fee based financial planning to individuals, families and small businesses.
www.campbell-associates-financial-planning.com
- Carter Financial Management - Offering extensive financial planning services.
www.cascfm.com
- CCI Financial Consultants - Provides financial and retirement planning, and asset management services.
www.cciinternet.com
- Center for Financial Planning - Financial planning and asset management firm for successful clients.
www.centerfinplan.com
- Chell FInancial Services - Provides financial planning services along with financial calculators and educational materials.
www.chellfinancial.com
- Clausell & Associates, P.C. - CPA provides accounting, tax and financial planning and consulting services.
www.clausellandassociates.com
- Clifton Gunderson LLP - Offers investment and cashflow analysis, college funding and retirement planning.
www.cliftonfinancial.com/Pages/index.htm?SPID=8026&OrgID=420
- Coleridge Cole & Robertson - Financial advisers offers services in the areas of retirement planning, insurance, mortgages and investment planning.
www.coleridgecole.com
- Core Asset Management Company - Investment advisor offers both financial planning and asset management.
www.coreasset.com
- Cornerstone Investment Services - Firm offers financial planning and retirement planning for investors looking for personalized investment advice.
www.cornerstoneri.com
- Couture & Associates Financial Services - Provides financial planning and money management services.
www.couturefinancial.com
- CTC Financial Services - Financial services and retirement planning for businesses and families.
www.ctcfinancial.com
- Daniel M. Smith, JD, FBS - Financial advisor offers a wide array of financial planning services for families.
www.finsvcs.com/dansmith
- Davidson Capital Management, Inc. - Fee-based investment management services for individual investors, corporations, pension and profit-sharing plans, foundations, and endowments.
www.davidsoncap.com
- Dern Capital Management Corporation - Investment advisory firm providing portfolio management and financial planning services.
www.derncapital.com/index.asp
- Direct Advice - Financial advisor offers long-term financial and investment planning services.
www.directadvice.com
- Director's Financial Group - Fee-only financial services firm acting as an investment advisor, fiduciary and consultant.
www.directorsfinancial.com
- Diversified Financial Consultants - Offers retirement planning, income protection, business planning and estate conservation.
www.dfc-de.org/pages/index.htm?SPID=5092&OrgID=298
- Diversified Financial Management - Professional services including financial, business and estate planning.
www.dfm-online.com
- DomParts.com - Provides financial planning for domestic partners.
domparts.com
- Edelman Financial Services Inc. - Financial planning resource on investing, insurance, taxes and estate planning.
www.ricedelman.com
- Edward Licciardi Financial Services - Offers financial planning, investment and tax services.
www.elplanning.com
- EF Moody, Financial Planner - Comprehensive financial planning site designed for consumer knowledge and protection.
www.efmoody.com
- Efinancialplanninginfo - Provides a wide range of financial planning services.
www.efinancialplanninginfo.com
- Emerald Financial Services - Offers a wide range of financial planning, retirement planning and risk management services.
www.emeraldinc.com
- ESOP Alliance, LLC - Provides ESOP programs, from appraisal to attorneys.
www.esopalliance.com
- Executive Financial Group, Inc. - Provides businesses and individuals with financial, estate and investment planning.
www.execfinancialgroup.com
- Expatriate Financial Services - International financial planning brokerage specialising in the financial affairs of expatriates.
www.efs.com.my
- Fast Financial Analysis Dot Com, Inc. - Educates and informs clients about their financial situation and options.
www.fastfa.com
- Fiduciary Trust Company - Provides a range of personal financial planning and advisory services.
www.Fiduciary-trust.com
- Financial Counselor Notebook - Contains worksheets and information to organize and gain control of finances.
www.fcn.com
- Financial Decisions Group - Provides financial programs in the areas of insurance, investments and lifestyle planning.
www.financialdecisionsgroup.net
- Financial Group of Central MN - Financial advisory firm offers life and health insurance services in addition to investment planning.
www.financialgroupmn.com
- Financial Planners Index - Provides financial articles and information on obtaining a financial planner.
www.plannersindex.com
- Financial Planning Association - Non-profit organization educates the public on the benefits of financial planning.
www.fpa-hudson.org
- Financial Planning Consultants, Inc. - Support individuals and organizations that deliver planning and protection.
www.financialsoftware.com
- Financial Planning Info.Net - Information on financial and estate planning, personal finance and money management.
www.financialplanninginfo.net
- Financial Planning Interactive - A hub for financial planners and investment advisers to interact.
www.financial-planning.com
- Financial Resources to Wealth - Provides debt restructuring, estate and retirement planning, and budget management.
www.resourcestowealth.com
- Financial Strategies - Provides financial planning and related services to businesses and individuals.
www.davidtwilson.com
- Financial Workshops Associates - Offers workshops teaching personal financial management skills.
www.financialworkshops.org
- FinanciallyFit.com - Offers financial and money management programs and courses.
www.financiallyfit.com
- Finesco Associates, Inc. - Provides financial planning and advisory services.
www.finesco.cc
- First Financial Group - Financial planning firm with offices in Maryland, Washington DC, Virginia, and Pennsylvania. Offers estate planning, wealth preservation, investments, and financial planning services.
www.firstfinancialgroup.com
- First Financial Planners, Inc. - Provides fee-based retirement, tax, and investment planning.
www.firstfinancialplanners.com
- First Financial Software, Inc. - Provides financial planning software for retirement, insurance, education, and estate planning.
www.fplan.com
- First Union Securities - Provides investment consulting, trust services, retirement and financial planning.
www.pwm.ftusec.com
- FirsTrust - Provides fee-only private wealth management services.
www.firstrust.org
- Foundation Management Inc - Fee-only financial advisory group providing financial planning services.
www.financialmanagementinc.com
- FPtransitions - Focuses on the buying and selling of businesses, and selling a financial practice.
www.fptransitions.com
- Frank Russell Company - Provides financial planning for individuals and institutions around the world.
www.russell.com
- Fred Jurewicz Financial - A financial planning and insurance provider in Shakopee, MN.
www.fjfinancial.com
- Freedom Benefits - Financial planning for job change issues.
www.freedombenefits.com
- Futrell Financial Management - Offers wealth and estate management strategies and business growth planning.
www.futrellfinancial.com
- Future Planners - Offers financial management services to families and individuals.
www.futureplannersonline.com
- Gassman & Golodny LLP - Provides comprehensive financial management and advisory services.
www.gassmangolodny.org/pages/index.htm?SPID=9138&OrgID=465
- Genesis Press - A resource site for both financial counselors and those seeking personal money management books and materials.
www.financialcounseling.net
- Getfinancialadvice.com - Provides financial planning with access to financial advisors across the United States
www.getfinancialadvice.com
- GMB Capital Management - Offers financial planning, asset management, and trust and manager search services.
www.gmbmanagement.com
- H.D. Vest Financial Services - Lists over 7000 financial advisors offering tax and other financial planning consultations.
www.hdvest.com
- Hi Tech International - Financial planning software for use by individuals or professional financial advisors.
www.mimoney.com
- Horst Group - Provides financial planning services for individuals, families and businesses.
www.horstgroup.com/insurance/financial.html
- I Financial Plan, Inc - Fee-only financial advisor offers financial planning services.
www.ifinancialplan.com
- I Trust - Offers financial planning, researching, calculating and managing aspects of personal finance.
www.eitrustinc.com/index2.htm
- IARFC - An international association for registered financial planners.
www.iarfc.org
- InfoHQ Online CPA - Provides advice and services in all areas of personal financial management.
www.infohq.com/CPA/OnlineCPA.htm
- ING USA - offers asset management, mutual funds, insurance and retirement planning.
www.ing-usa.com
- iVillage MoneyLife - Financial planning site for women, includes a comprehensive investment section and strategies for a rich retirement.
www.ivillagemoneylife.com
- Jones, Coggins & Jones, Inc. - Financial advisor offers financial planning, portfolio management and insurance management services.
www.jonescoggins.com
- Keith Johnson, CPA - Financial advisor offers retirement planning, estate planning and investment portfolio management services, located in Macon, Georgia.
www.johnsonfinancial.com
- Kiplinger - Comprehensive center for personal finance advice and information.
www.kiplinger.com
- Knepp Financial Group, LLC - Offers financial, investment, estate and retirement planning.
www.kneppfinancial.com
- LAD Financial Services - Provides offshore asset protection, incorporation and domestic estate planning.
www.lad.com
- LEAP Systems Inc. - Offers a financial management and wealth creation system.
www.leapsystems.com
- Lee Financial Corporation - A fee-only financial planning and investment management firm, servicing high net-worth individuals.
www.leefincorp.com
- Lefton Financial Services - Presents a comprehensive guide for financial planning and money management.
www.leftylefton.com
- Legacy Capital Management - Provides services covering every aspect of financial and investment planning, taxes and money management.
www.legacycm.com
- Legend Financial Advisors, Inc. - Fee-only advisory firm providing financial planning and investment management to the affluent.
www.legend-financial.com
- LicensedInvestors.com - Licensed Investors directory service for financial and retirement planning.
www.licensedinvestor.com
- Lincoln Financial Group - Provides financial planning and advisory services for individuals and businesses.
www.lfg.com
- Mallard Asset Management Corp - Investment advisory firm offers portfolio management and financial planning services.
www.mallardasset.com
- Mexico Advisor - Provides cross-border financial planning for the American community in Mexico.
www.mexadv.com
- Millionaire Club - Financial advisor offers consumers a financial plan that assists in helping them retire as millionaires.
www.millionaireclub.org
- Mofinet - Offers spreadsheets for financial simulations in the field of project finance and corporate valuation.
www.mofinet.com
- Molnar-Adkisson Consulting - Provides financial planning, risk management and business consulting services.
www.mo-ad.com
- Monetary Stress Institute - Provides fee-only financial planning in the areas of investments, taxes and retirement.
www.yourloans.org
- Money Gym - Offers workshops, one-on-one tutoring sessions, and conferences in San Jose and San Francisco Bay Area. Includes specific courses for women and investing.
www.financially-fit.com
- MoneyPower Inc. - Offers financial planning and advisory services to Canadian business owners, families and individuals.
www.moneypower.on.ca
- Montauk Financial Group - Offers a full spectrum of investment products through independent brokers nationwide.
www.montaukfinancial.com
- MorningstarAdvisor.com - Offers a learning center, editorials and forum discussions for financial planners.
www.morningstaradvisor.com
- My Financial Planning Guide - Retirement and financial planning guide offers information and online resources.
instant.pair.com/financialplanning
- myCFO - Provides comprehensive financing planning and advisory services.
www.mycfo.com
- Nainiger Financial Services - Specializes in individual investors, small company pension planning, and tax planning.
www.nainiger.com
- Nashoba Financial Planning - Provides fee-only financial planning and investment advice.
www.nashobafinancialplanning.com
- National Planning Associates - Provides distribution planning as well as full financial planning services.
www.nationalplanning.com
- NBS Companies - A fee-only investment advisory firm, offers a comprehensive information resource for investing and financial planning.
www.nbscompanies.com
- Net Worth Strategies - Offers financial planning software and services for fee-based financial planning professionals and consumers.
www.networthstrategies.com
- Nickerson Financial Services, Inc. - Provides personal financial planning services for a fee.
www.nickersonfinancial.com/Advisors/nickersonfinancial
- Oak Securities LP - Provides financial planning for high net-worth individuals and small business owners.
www.oaksecurities.com
- Officers Counseling and Planning Group - Provides insurance and financial planning services for individuals and municipal workers.
www.finsvcs.com/karpf
- Oliver Inc. - Writes and publishes textual books focusing on the securities and financial planning industries.
www.oliverincorp.com
- Omni Tax & Financial Advisors - Independent advisory firm specializes in personal financial planning, tax planning, asset management, retirement and estate planning.
www.omniadvisors.com
- OND Financial Solutions - Firm specializes in retirement, estate, insurance, and charitable planning.
www.finsvcs.com/ond
- Online Money Management Course - Offers a course which provides an action plan for financial management and personal growth.
www.nzenterprise.com/manage/welcome.html
- Our Family Manager - Provides wealth management, investment advice and financial planning.
www.ourfamilymanager.com
- Pan American Financial - Provides financial planning, asset management, and estate and retirement planning.
www.panamfinancialadvisors.com
- Parsec Financial Management - Provides fee-based financial planning, retirement consulting and estate plans.
www.parsecfinancial.com
- Pauley Financial Services, Inc. - Fee-only financial planning and investment advisory firm.
www.pauleyfinancial.com
- Pelton's Financial Software - Provides software for professional financial consultants and attorneys.
www.PeltonComputer.com
- Planning Templates, Inc. - Offers a financial planning calculator suite that works with Microsoft Excel.
www.planningtemplates.com
- Platinum Bullets - Capital accumulation and capital distribution planning program for doctors only.
www.pbullets.com
- Premier Investment Advice - Provides clients with financial security through investment management and estate planning services.
www.premieradvice.com
- Prudential - Provides financial planning information and tools.
www.prudential.com
- Raymond James Financial, Inc - Providing individual investors and corporations with investment, financial planning, investment banking and asset management services internationally.
www.raymondjames.com
- Registered Financial Planners Institute - Recognizes qualified individuals who are in the field of financial planning.
www.rfpi.com
- Relaince Financial Services, N. A. - Provides asset management, personal trust, and retirement plan administration.
www.reliancefs.com
- Resource Analyst - Financial planning software for the professional planner.
www.resourceanalyst.com
- RJB Financial - Offers free financial planning and investor education.
www.rjbfinancial.com
- SAK Financial - Provides business succession, wealth diversification, estate planning and tax strategies.
www.sakfinancial.biz
- Saunoris Financial Services - Provides an array of financial services and business advisory services.
www.saunoris.com
- SaveWealth.com - Financial guide provides information on estate planning, tax reduction, wills, living trusts and retirement planning.
www.savewealth.com
- Savingforcollege.com - Save for future college costs by using qualified tuition plans.
www.savingforcollege.com
- ScenarioNow Inc. - A financial software and sales training company for financial advisors.
www.scenarionow.com
- SIBI Group - Financial planning boutique offering estate, investment and retirement planning.
www.sibigroup.com
- Signature Financial Management, Inc. - Financial management firm servicing persons of significant net worth.
www.sigfin.com
- Silk Mouse Solutions, LLC - Offering financial analysis and planning software.
www.financialnumerics.com
- Singer Xenos Wealth Management - Provides fee-based financial planning and investment management in the South Florida area.
www.singerxenos.com/Advisors/singerxenos
- Spence, Driscoll & Company - Providing financial services to businesses and individuals throughout the United States.
www.spencedriscoll.com
- Stavis, Margolis Advisory Services - Offers investment, retirement, estate planning and business succession planning.
www.stavismargolis.com
- Stefans Associates - Tax and financial planning firm, catering to individuals and small businesses.
www.stefans-associates.com
- Strategic Capital Management - Provides global asset management and investment advisory services.
www.scmag.com
- StrattonTurner, LLC - Offers advice regarding retirement, investment, estate planning and employee benefits.
www.strattonturner.com
- Tax Deferred Services, Inc. - Provides turnkey retirement programs for non-profit and for-profit employers.
www.taxdeferredservices.com
- Tax Doctor - Provides tax and financial consulting services to individuals and businesses.
www.tax-doc.com
- The Abacus Financial Services Group - Provides a range of private and corporate client wealth management services.
www.abacusglobal.com
- The Capital Alliance Group - Provides charitable organizations with financial planning.
www.capitalalliance.com
- The Financial Letters - Do your own financial planning with consumer-based information.
www.financialletters.com
- The Money Channel at Mom.com - Discusses family-related financial topics and issues.
www.mom.com/money
- The Nautilus Group - Advisory firm offers estate and business planning, a service of New York Life.
www.thenautilusgroup.com
- The Parchment Group - Offers asset protection and financial privacy services.
www.theparchmentgroup.com
- The Wealth Design Center - Tools, training, and products for financial advisors to plan cases for wealthy clients.
www.wealthdesigncenter.com
- The-Adviser.com - Investment adviser providing money management and financial planning services.
www.the-adviser.com
- ThirdAge Planning - Resource site offers information and advice on investing, taxes, wills and retirement planning.
www.thirdage.com/insider/money/fleming
- Turning Point Financial Counseling - Non-profit Christian organization offers a debt reduction program that is free to join.
www.turningpoint.org
- USatWork.com - Search the financial section for all your financial needs.
www.usatwork.com/financial
- VFA - Provider of facilities capital planning and management solutions.
www.vfa.com
- Waterside Financial Services - Provides tax planning strategies for traders and investors.
www.taxtrader.com
- Wealth Advocacy Partners - Offers financial planning, investment consulting, insurance, and estate planning to the Mid-Atlantic region.
www.wealthadvocacypartners.com/lea298/web/me.get?site.home&HOME
- Wealth Preservation Advisors - Provides planning for wealth accumulation and asset protection.
www.wealthadvisors.net
- Welcome to OMC Financial Services, LTD. - Practice specializes in investment management, estate planning, and retirement planning.
www.omcfinance.com/pages/index.htm?SPID=9788&OrgID=270
- Wessex - Service to private and corporate clients who require advice on investments, pensions, protection and retirement planning.
www.wessexifa.co.uk
- Westbrook Financial Services, Inc. - Full service financial planning, insurance and securities firm.
www.westbrookfinancial.com
- Working Woman's Guide To Financial Security - Offers a series of financial planning guides for women.
www.urbanext.uiuc.edu/ww1
- World Outlook Financial Conference - Finance and investment conference where anaylists share advice on investing and future market trends.
www.worldoutlookconference.com
- Your PFO - Provides financial planning services to high net worth individuals.
www.yourpfo.com
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