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Financial Planners Certified in United States

Duane Siegenthaler - Ameriprise Financial Services, Inc. photos
Duane Siegenthaler - Ameriprise Financial Services, Inc., Urbana
Urbana / Ohio / 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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The Gaudino Group photos
The Gaudino Group, Rochester
Rochester / New York / United States
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We are financial advisors located in Rochester, NY. We have provided sincere, honest, effective solutions since 1985 so our clients may achieve their financial goals. Done by providing practical strategies to suit our clients’ individuality, we operate to ensure the best customer service possible. Our goal will always to make our clients’ lives easier.
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JSK Financial Consultants, Inc. photos
JSK Financial Consultants, Inc., Southampton
Southampton / Pennsylvania / United States
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JSK Financial Consultants, Inc. provides commercial mortgages, commercial loans, and FREE consultations to the Southampton, PA area.
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Canoga Wealth Management, LLC photos
Canoga Wealth Management, LLC, Chester
Chester / Connecticut / United States
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As a provider of life-long financial advice to successful families and corporations, our hallmark is to build lasting relationships based on expert counsel and service that exceeds expectations. With our experience at your side, you can confidently work with Canoga Wealth Management, LLC to outline your future. The quality of our work and our unwavering commitment to exacting and ethical standards guides all our decisions and practices. We deeply value confidentiality respect for our clients other advisors, and integrity in all our interactions.
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SDSmith Financial photos
SDSmith Financial, Saint Louis
Saint Louis / Missouri / United States
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Whether you have significant assets to manage—or if you are just starting to accumulate wealth—we have the tools and background to provide the services that may fit your needs. My personal goal is to provide you with guidance that can help you understand and better define your financial goals. I work hard to create a mutually beneficial and respected long-term relationship with my clients and their families. As a member of the community for several years, I take pride in knowing that I have helped many people pursue the type of financial future they dreamed about.
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Lentini Financial Advisory photos
Lentini Financial Advisory, Newhall
Newhall / California / United States
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Lentini Financial Advisory is a financial services agency that has been a family-owned business for over 50 years. Our specialty is working with businesses and individuals to accumulate and preserve wealth by designing customized plans. We determine clients financial goals and create a path to help achieve them. Individual plans are created after meeting with our clients to determine their values, goals, risk tolerance and specific needs. Next, a strategic solution is designed with products from well known industry leaders. Building business and personal relationships with our clients is our priority. We are in frequent contact by personal meetings, telephone calls, seminars, our newsletter, blog and email. Our goal is to keep you up to date on industry changes, pertinent investment information and the status of your accounts.
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Silicon Valley Bank photos
Silicon Valley Bank, Sherman Oaks
Sherman Oaks / California / United States
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Silicon Valley Bank’s Los Angeles office is one of the locations where SVB helps innovative companies and their investors move bold ideas forward, fast. SVB provides targeted financial services and expertise through its offices in innovation centers around the world.
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Monica Hensley - Ameriprise Financial Services, Inc. photos
Monica Hensley - Ameriprise Financial Services, Inc., Fresno
Fresno / California / 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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Ascend Financial, Inc. photos
Ascend Financial, Inc., Sioux Falls
Sioux Falls / South Dakota / United States
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This is what we do... We work all our lives to provide for ourselves and family and while doing so hope to save up enough to one day be able to say "Im retired!" Along the way, there are risks that need to be accounted for and protected against: the risk of dying early, becoming disabled, sustaining a loss or damage to our major assets, needing advanced care from a nursing home or seeking care inside the home. This is what insurance is for. It provides peace of mind to us as we travel down our path in life. We are here to help you navigate down your path. With over 15 years of experience in the financial services industry, we feel that we can be of great service to you. Being an independent agency, we have the ability to access several companies for your needs which allows us to offer you great rates on the solutions we find for your particular needs!
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Jimmy Scotchie - Ameriprise Financial Services, Inc. photos
Jimmy Scotchie - Ameriprise Financial Services, Inc., Chattanooga
Chattanooga / Tennessee / 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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Katie Coleman - Ameriprise Financial Services, Inc. photos
Katie Coleman - Ameriprise Financial Services, Inc., Hauppauge
Hauppauge / New York / United States
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I care about whats important to youYour financial goals are unique, and I can help you achieve them. I 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 I 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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Sherry N Gira - Ameriprise Financial Services, Inc. photos
Sherry N Gira - Ameriprise Financial Services, Inc., Troy
Troy / Michigan / United States
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I care about whats important to youYour financial goals are unique, and I can help you achieve them. I 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 I 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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Family Tree Estate Planning - Glendale/Surprise photos
Family Tree Estate Planning - Glendale/Surprise
Glendale / Arizona / United States
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We are a full service Estate Planning company, dedicated to protecting every branch of your Family Tree. Including the most important...YOU! We make sure every aspect of your retirement, estate plan, insurance, and final wishes are addressed entirely and legally. Call Family Tree Planning at (866) 964-5863 for a FREE in-home consultation anywhere in the State of Arizona. Family Tree Planning has 10 locations statewide in Prescott, Lake Havasu, Tucson, Scottsdale, Phoenix, Mesa, Chandler, Glendale, Avondale, and Payson. Servicing nearby areas: Peoria, Sun City, Surprise, El Mirage, Waddell, Wittmann, Wickenburg, Morisstown, Glendale.
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Medley Advisory, LLC photos
Medley Advisory, LLC, Bonita Springs
Bonita Springs / Florida / United States
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Medley Advisory is a independent financial consulting firm and our owner Gary Medley is an Investment Advisor Representative through IC Advisory Services, Inc. Being independent gives us access to many products and services to help you reach your goals. Advisors are often faced with the dilemma of having to choose between what benefits the client most, what benefits the advisor most or maybe choosing something in the middle. That dilemma is called a potential conflict of interest and sometimes we like to call that…doing what is right or doing what is easy.
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BlueStem Wealth Partners - Ameriprise Financial Services, Inc. photos
BlueStem Wealth Partners - Ameriprise Financial Services, Inc., Litchfield
Litchfield / Minnesota / United States
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The advisor listed is an Ameriprise financial advisor in Litchfield. Comments are not verified, may not be accurate and are not necessarily representative of the experiences of the advisors clients. We help our clients achieve their dreams for today, tomorrow, and well into the future - using our exclusive Confident Retirement® approach. It starts with a personalized conversation about covering essentials, ensuring lifestyle, preparing for the unexpected and leaving a legacy. By breaking your financial goals down into doable steps, we can help take the uncertainty out of planning for your financial future. Take a few minutes now for a quick confidence check.Were here to help you live the life youve earned. When you have the right financial advisor, life can be brilliant.
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IBERIABANK photos
IBERIABANK, Atlanta
Atlanta / Georgia / United States
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IBERIABANK in Atlanta, GA delivers a wide array of banking, mortgage, lending, investment, and wealth management services to individuals and small businesses. We also support the commercial banking needs of small and large corporations, and institutional investors. In the U.S. we have over 200 branches and approximately 260 ATMs across 7 states, complemented by online and mobile banking. We put relationships first, and empower our markets with local decision making abilities in order to better serve a diverse client base across our growing footprint. We also have a deep commitment to the communities where our associates and clients work and live. Visit or contact your neighborhood branch today or visit us online!
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Tomash Financial photos
Tomash Financial, Cedar Rapids
Cedar Rapids / Iowa / United States
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Welcome, I’m Tony Tomash, a financial professional in Cedar Rapids, IA. We understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether your goal is saving for retirement, college savings, or estate strategy, our personalized service focuses your needs, wants, and financial goals and objectives.
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Manish Patel - Ameriprise Financial Services, Inc. photos
Manish Patel - Ameriprise Financial Services, Inc., Alpharetta
Alpharetta / Georgia / 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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Educators Retirement Services photos
Educators Retirement Services, Orange
Orange / California / United States
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Educators Retirement Services offers educators a full range of financial products and services. We believe that tax planning and retirement planning should be top priorities for individuals and families of all ages and income ranges. We offer a variety of products and services as we are able to customize a plan for our clients. We know that educators give a lot to their communities in time and effort, so we try to make retirement planning a simple process for them.
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Sloan Financial Group LLC photos
Sloan Financial Group LLC, Clover
Clover / South Carolina / United States
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Angela Sloan, President and owner of Sloan Financial Group, and her team of associates have dedicated themselves to helping clients secure their financial future. Angela’s responsible financial advice and tax-saving strategies have helped her clients grow and protect their retirement portfolio, even during turbulent financial times. Through Angela’s vision, Sloan Financial has grown to provide an integrated suite of products and services to ensure each client’s complete financial well-being. With our main office in Clover, and a satellite office in Charlotte, Sloan Financial is committed to serving and educating residents of York County and the surrounding Charlotte metro area by offering complimentary educational programs throughout the Carolinas. Sloan Financial is the areas only full service financial firm offering investments, financial planning, tax services and insurance. Together, these products and the services we provide help to provide assurance that your financial future is protected and on track for success.
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