U.S. Certified Financial Planners Companies

Featured companies
Sterling Investment Management, Inc. in Tucson, AZ
Sterling Investment Management, Inc.
6262 North Swan Road, Suite 210
Tucson AZ 85718
(520) 293-3311

Founded in 1995, Sterling creates customized investment portfolios tailored to meet each client's specific return objectives, cash flow requirements, and views on risk.
Grace Heyne
Torrance CA 90501
(310) 320-2000
Tolson Capital Management
165 29th Ave.
San Francisco CA 94121
(415) 668-2011
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Comprehensive Financial Cnslnt
4020 Santa Rosalia Dr.
Los Angeles CA 90008
(323) 292-5500
Pacific Income Advisers Inc
1299 Ocean Ave Ste 210
Santa Monica CA 90401
(310) 393-1424
Bell Investment Advisors in Oakland, CA
Bell Investment Advisors
1111 Broadway, #1630
Oakland CA 94607
(510) 433-1066

Momentum For Life
Portfolio Advisors
2650 W Shaw Ln # 103
Fresno CA 93711
(559) 435-6112
Plan Tech Financial
401 Alberto Way # 3
Los Gatos CA 95032
(408) 395-3300
Frontier Financial Services
3081 Brandywine Drive
San Jose CA 95121
(408) 278-8400

Robert Talley, our founder and president, has been managing residential real estate throughout Santa Clara County since 1979
Jackson Financial Management
5000 Birch St.
Newport Beach CA 92660
(949) 260-2007
Montecitco Capital Management Group I Top Advisors
225 East Carrillo Street, Suite 203
Santa Barbara CA 93101
(805) 965-7955

Montecito Capital Management Group has been in the financial advisory business for over a decade and its founder, Kipley J. Lytel, CFA, has worked in the investment field for over 25 years.
Platinum Investment Group
1340 Munras Ave # 203
Monterey CA 93940
(831) 655-9637
Insight Wealth Strategies in San Ramon, CA
Insight Wealth Strategies
3000 Executive Parkway, Ste 400
San Ramon CA 94583
(925) 659-0217
Corundum Properties
730 N Nevada Ave.
Colorado Springs CO 80903
(719) 475-9885
Bartley A Corfee Chfc DBA: Corfee & Associates in Evergreen, CO
Bartley A Corfee Chfc DBA: Corfee & Associates
29029 Upper Bear Creek Road, Suite 107
Evergreen CO 80437
(303) 674-0188

Corfee & Associates is a comprehensive financial services firm committed to helping our clients improve their long-term financial success. Our customized programs are designed to help grow, protect, a
Hillview Capital Advisors LLC
1055 Washington Blvd.
Stamford CT 06901
(203) 705-6630
Cohen Ronna Registrd Inv Advisors
800 Summer St Ste 340
Stamford CT 06901
(203) 323-2410
Ramos Realty Consultant
139 Pine Knob Ter
Milford CT 06460
(203) 878-2265
Alan Goldberg & Associates
P.O. BOX 4062
Woodbridge CT 06525
(203) 397-5433
Suncoast Advisory Group
1800 2nd St # 756
Sarasota FL 34236
(941) 955-9978
Raymond James Financial Service
6767 N Wickham Rd.
Melbourne FL 32940
(321) 242-2022
Gunby & Co
142 E New York Ave.
Deland FL 32724
(386) 736-6880
Athens Steady Return Fund
789 Crandon Blvd APT 305
Key Biscayne FL 33149
(305) 361-7594
C U Center Inc
10445 Southern Blvd.
Royal Palm Beach FL 33411
(561) 753-1549
Money Tree
1132 Highway 20 81
Mcdonough GA 30253
(770) 898-6260
Blackpoint Capital Advisors
737 Bishop St # 2350
Honolulu HI 96813
(808) 587-7662
Resource Planning Group
415 S Duff Ave # B
Ames IA 50010
(515) 233-3152
Renaissance Consulting Unltd
280 N 8th St # 410
Boise ID 83702
(208) 342-4776
The Tranel Financial Group
Financial Services
1509 N Milwaukee Ave.
Libertyville IL 60048
(847) 680-9050
Williams Consulting
319 Blaine St.
Batavia IL 60510
(630) 761-9961
Key Financial Group
6601 Mutual Dr.
Fort Wayne IN 46825
(260) 483-2995
Kindall Acquisitions LLC
101 N 6th St.
Kentland IN 47951
(219) 474-5791
Tuma Co
5 E 2nd St.
Chanute KS 66720
(620) 431-3596
VSR Financial Service Inc
1200 Main St # 410
Hays KS 67601
(785) 628-1712
Steinberg Global Assett Mgmt
30 Rowes Wharf # 430
Boston MA 02110
(617) 261-3924
American Express
18 South St.
Foxboro MA 02035
Investors Capital Corp
15 Main St.
Ayer MA 01432
(978) 772-5777
Journey Wealth Partners in Concord, MA
Journey Wealth Partners
Journey Wealth Partners
747 Main Street, Suite 120
Concord MA 01742
(978) 369-2911

Journey Wealth Partners is an independent investment advisory and planning firm based in Concord, MA.
Lincoln Financial Advisors
1300 York Rd # 200
Lutherville MD 21093
(410) 339-6600
Fenwick Financial Service
40 W Chesapeake Ave # 414
Towson MD 21204
(410) 821-0089
Jay Middleton Advisory
570 Baltimore Annapolis Blvd.
Severna Park MD 21146
(410) 729-7700
American Express Financial
3515 Pine Grove Ave.
Port Huron MI 48060
(810) 987-0104
Mc Gill Financial Solutions
13556 Main St.
Bath MI 48808
(517) 641-7700
New Century Financial Group
11140 Highway 55
Plymouth MN 55441
(763) 398-0324
Geneos Wealth Management
47 N Broadway
Pelican Rapids MN 56572
(218) 863-3070
Big Sky Financial Network LLC in Whitefish, MT
Big Sky Financial Network LLC
CASH for Real Estate secured Notes and Contracts
Whitefish Stage Road
Whitefish MT 59937
(406) 897-4389

Buyers and Investors of Trust Indenture Notes, Land Sale Contracts, Private Mortgage Notes, Real Estate Contracts, Trust Deed Notes, Contract for Deeds, and Real Estate secured Promissory Notes.
Edge Water Group Inc in Greensboro, NC
Edge Water Group Inc
Edge Water Group Inc - Investment Firm
3602 Old Battleground Rd.
Greensboro NC 27410
(336) 497-1776

We are a privately held Investment Group founded in Greensboro, North Carolina. Our mission is to obtain profitability through innovation.
Ridgeway Conger
7201 Rollingridge Dr.
Charlotte NC 28211
(704) 362-0505
Mark E Stevens & Assoc
243 Old Garden Rd.
Lexington NC 27295
(336) 249-0046
Professional Services
PO Box 296
Barnegat NJ 08005
(609) 698-1113
Sterling Financial Mgmt Inc
800 Riverview Dr.
Brielle NJ 08730
(732) 223-0500
Mark S Rushwald
1410 Hooper Ave # 201
Toms River NJ 08753
(732) 505-4422
Lark Research
839 Dewitt Street
Linden NJ 07036
(908) 448-2246

Lark Research is an independent investment research firm that publishes the Income Builder newsletter.
ABF Financial Services Inc
RURAL ROUTE 46
Fairfield NJ 07004
Ivanhoe Financial
17 Steven Ter
South Plainfield NJ 07080
(732) 662-1404
Jersey Shore Financial Group
1450 Highway 34 # 1
Wall Township NJ 07753
(732) 938-7700
Ron Weninger
2155 Louisiana Blvd NE
Albuquerque NM 87110
(505) 881-0786
Spence Asset Management
2455 Missouri Ave # A
Las Cruces NM 88001
(505) 556-8500
Integrated Financial Service
5185 S Eastern Ave.
Las Vegas NV 89119
(702) 873-7083
Beneficial Mortage Co Navada
4800 E Bonanza Rd Unit 5
Las Vegas NV 89110
(702) 437-2809
Lionheart Group Inc
230 Park Ave.
New York NY 10169
(212) 490-8263
Lion's Investing
4906 Joyce Pl.
Liverpool NY 13090
(315) 414-0005
Promethean Fund
141 Parkway Rd.
Yonkers NY 10708
(914) 337-7548
Borcke Associates
20 Vanderventer Ave.
Port Washington NY 11050
(516) 944-8660
Hamlet Investment Service
899 W Beech St.
Long Beach NY 11561
(516) 897-2760
Fiscal Advisors & Marketing
305 Warren St.
Vestal NY 13850
(607) 786-0801
GE Financial Services
12 Park Dr.
Woodstock NY 12498
(845) 679-2017
Jordan Goodman Financial Comms
84 Walworth Ave.
Scarsdale NY 10583
(914) 722-0032
Wall Street Advisory Service
24 Woodfield Rd.
Pomona NY 10970
(845) 354-1300
Prats & Hogsette Financial Grp
PO Box 1368
Mansfield OH 44901
(419) 525-4992
American Express Financial Advisors
121 E Main St.
Eaton OH 45320
(937) 456-5525
B B Financial Service
119 Vine St.
Bluffton OH 45817
(419) 358-2384
Life Without Debt
PO Box 335
Belpre OH 45714
(740) 423-4420
Prime Financial Group LTD
8100 Main St.
Garrettsville OH 44231
(330) 527-5100
Applied Divorce Solutions
3720 SW 141st Ave #212
Beaverton OR 97005
(503) 350-2314
RKL Wealth Management in Lancaster, PA
RKL Wealth Management
1800 Fruitville Pike, First Floor
Lancaster PA 17601
(717) 399-1700

Serving Central and Eastern Pennsylvania, RKL Wealth Management stands apart from other local investment advisory firms thanks to its unmatched level of knowledge, expertise and resources.
Kissling & Assoc Inc
981 Mount Jackson Rd.
New Castle PA 16102
(724) 667-4272
New England Securities
202 Senate Ave.
Camp Hill PA 17011
(717) 761-1700
Downingtown Financial in Downingtown, PA
Downingtown Financial
104 Brookhaven Lane
Downingtown PA 19335
(484) 364-5466
Progressive Insurance Planners
449 Shady Ave.
Bridgeville PA 15017
(412) 221-3531
United Financial Mgmt Group
400 Keystone Industrial Park
Dunmore PA 18512
(570) 558-6501
RKL Wealth Management in Wyomissing, PA
RKL Wealth Management
1330 Broadcasting Road, First Floor
Wyomissing PA 19610
(610) 376-9561

Serving Central and Eastern Pennsylvania, RKL Wealth Management stands apart from other local investment advisory firms thanks to its unmatched level of knowledge, expertise and resources.
Lincoln Investment Planning
207 Cherry Ave.
Clymer PA 15728
(724) 254-3544
Quaker Lane Financial Group
700 Quaker Ln.
Warwick RI 02886
(401) 827-2000
Dakota Capital Solutions LLC
215 W Sioux Ave.
Pierre SD 57501
(605) 224-5557
AIG Royal Alliance
404 3rd Ave.
Brookings SD 57006
(605) 692-5201
Avalon Advisors LP
717 Texas St # 3000
Houston TX 77002
(713) 238-2050
GSB Investment Management Inc
301 Commerce St # 1470
Fort Worth TX 76102
(817) 332-9915
Reg Financial Services
1905 Lake Crest Ln.
Plano TX 75023
(972) 943-8378
401kRollover.com in Irving, TX
401kRollover.com
5605 N. MacArthur Blvd. Suite 1083
Irving TX 75038
(800) 767-1423

401kRollover.com helps you flex your financial muscle with the largest online database of retirement account providers in the United States.
Tipafew Financial LLC
2267 E 11620 S
Sandy UT 84092
(801) 572-9306
Garrett Capital Mgmt Inc
1090 Country Rd.
Kaysville UT 84037
(801) 547-1297
ecountable in Norfolk, VA
ecountable
Outsourced Accounting, Bookkeeping CFO Services
999 Waterside Drive, Suite 2220,
Norfolk VA 23510
(757) 962-1080

Outsourced Accounting, Bookkeeping CFO Services: Ecountable
Anliker Financial Management in Glen Allen, VA
Anliker Financial Management
5320 Twin Hickory Rd.
Glen Allen VA 23059
(804) 237-6044
Allstate Insurance
3 Champlain Cmns
St Albans VT 05478
(802) 527-1241
AIG Sunamerica
459 Portland St.
St Johnsbury VT 05819
(802) 748-3676
Reppond Investments, Inc. in Bellevue, WA
Reppond Investments, Inc.
11900 NE 1st St #300
Bellevue WA 98005
(425) 891-1388

To preserve and increase the real wealth of my clients with portfolios that focus on asset protection without compromising growth.
Sherif J. Awad, CERTIFIED FINANCIAL PLANNER™
3700 Pacific Highway East, Suite 302 Fife, WA 9842
Fife WA 98424
(253) 517-7416

Raymond James – Sherif J. Awad, CERTIFIED FINANCIAL PLANNER™
Rce Financial Services Inc
5707 6TH AVE
Kenosha WI 53140
(262) 652-7533
American Express Financial Advisors
700 Wolske Bay Rd # 230
Menomonie WI 54751
(715) 235-8214
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