WiserAdvisor > Financial Advice & Consulting
Financial Advice & Consulting
Credentials & Designations
- Certified College Planning Specialist (CCPS)
- Accredited Financial Counselor (AFC)
- Certified Divorce Planner (CDP)
- Certified Estate Advisor (CEA)
- Certified Financial Planner (CFP)
- Certified Retirement Financial Advisor (CRFA)
- Certified Trust & Financial Advisor (CTFA)
- Chartered Financial Analyst (CFA)
- Chartered Financial Consultant (ChFC)
- Registered Financial Consultant (RFC)
- Registered Financial Planner (RFP)
- Registered Financial Specialist (RFS) more.
Important Questions
Articles and Blog
Featured Articles on Financial Consultants
- The Private Family Office: Coming Soon to an Advisor Near You
- Stock Broker, Banker, or Money Manager?
- Fee-Based Advisory Programs: A Different Approach!
- Selecting Your Next Financial Advisor
- Choosing a Planning & Investment Professional
- Financial Experts: Where Do I Start?
- Why Do I Need a Financial Planner?
- CFO: One in Every Happy Home
- Why Not Skip Using an Advisor?
What is a Financial Advisor?
How to Choose a Financial Advisor
Why Do I Need an Advisor?
Featured Financial Consultants...
John Ferguson, AIF, CFS, LUTCF, CLU Financial Consultants from Colorado Springs,CO
John Ferguson is the Founder, President & C.E.O. of Southern Colorado’s largest insurance and investment services organization. Operating as Strategic Financial Partners, in Colorado Springs, CO, Salt......
Jeff Snell Financial Consultants from Cave Creek,AZ
JR Snell Capital Management, LLC utilizes a unique cash flow planning model to plot your progress toward your goals, whatever they may be... retirement, education- funding or a special project. We t......
Steven Cox, CFA Financial Consultants from Overland Park,KS
To help clients meet their financial goals through high quality, professional investment services. This can only be accomplished by working with the client to determine their risk profile and goals a......
Belleair Wealth Financial Consultants from Belleair Bluffs,FL
Belleair Wealth Management, LLC has been a Registered Investment Advisor since May of 2000. We offer a wide range of financial management services designed to assist you, our client, create the finan......
David Warshaw Financial Consultants from Garden City,NY
We believe that people should work with a financial advisor to reach their goals through multiple generations. These goals include retirement asset accumulation, portfolio income strategies, colleg......
Bill Witt Financial Consultants from Garden City,NY
I am currently a Wealth Management Advisor with Janney Montgomery Scott LLP servicing the Tri-State Area although maintaining accounts throughout the United States. My emphasis is INVESTMENT PROBLEM ......
Gregory Hampy Financial Consultants from Concord,NC
I have heard so many times I wish I could find an advisor who would look after my account like it is their own. We accomplish this objective by being very thorough and not have a boler plate approach......
Eugene Weisbrod, CFP® Financial Consultants from River Vale,NJ
I am 75 years old and have been in the financial services business for 31 years. Prior to that, I was a businessman and individual investor. I am a JD, CFP,CLU and CHFC. I have a degree with the Natio......
Nathan Badowski, CFP Financial Consultants from Timonium,MD
When it comes to making decisions about protecting your family, accumulating assets for retirement, or developing a plan for growth, you have a lot of options. You could ask family or friends for advi......
Scott Galbraith Financial Consultants from San Diego,CA
Scott Galbraith is committed to assisting his clients with their entire financial needs. Scott and his team of experienced professionals are prepared to help you implement a plan that is right for you......
ANTHONY VICARI Financial Consultants from Newport Beach,CA
About DRS: We help corporate 401(k) plan sponsors and their participants minimize risk and maximize performance on their retirement plans by acting as their fiduciary, making their investment objecti......
Leigh Bivings, Ph.D., CFP, CDFA Financial Consultants from Boston,MA
Artemis Financial Advisors is an independent Registered Investment Advisory firm based in Boston, Massachusetts. We help individuals and families realize their financial and investment goals by workin......
Scott Noyes CFA, CFP Financial Consultants from New Vernon,NJ
Noyes Capital offers personal and caring service, experienced judgment and common sense advice to help you stay on your path to financial success. Sound plans, effectively implemented, will measurabl......
Todd Terhorst, CFP, CLU, ChFC, AAMS, CRPC, CEA Financial Consultants from Saint Louis Park,MN
I started Diversified Wealth Management in order to offer my clients an independent non-biased financial planning and financial services source. Because every client has different priorities, I......
Thomas Dougherty Financial Consultants from Melville,NY
Blue Chip Financial Corp offers quality financial services and insurance products, often reserved for the wealthiest investors to individuals, public and private businesses regardless of size or statu......
Peter J. Passalacqua Financial Consultants from Hillsborough,NJ
Everyone recognizes the names and marketing slogans of the big insurance and brokerage firms, which now market themselves as “financial advisors”. But do these companies really have your best interest......
Lynn Vance, CFP® Financial Consultants from Troy,MI
Global Financial Planning Group, LLC was founded to assist our clients in every aspect of their financial lives. We provide a comprehensive and personal service, thus earning a reputation for excellen......
The McLennan-Hix Group at Financial Consultants from Hendersonville,NC
As your Financial Advisor, we will spend the time to understand your financial concerns and work in partnership with you to develop a customized investment program that can best meet your needs. As ou......
David Fellows Financial Consultants from Glendale,AZ
My approach can help you invest conservatively, reduce your exposure to taxes, meet your insurance needs and provides a plan to successfully transfer your wealth to your children and grandchildren. Am......
Loren Pierson Financial Consultants from Newport Beach,CA
Established in 1985, Mercer Advisors is a fee-only total wealth management firm that provides comprehensive financial planning and investment management services. Our Strategic Advisory teams use a sy......
Are you a
Financial Consultant ?
- Minimum 5 years of Experience
- 5 Year clear FINRA/SEC record
- Must be Fee Based or Fee Only
Top City Searches
- Austin,TX
- Baltimore,MD
- Birmingham,AL
- Columbia,MD
- Cincinnati,OH
- Dallas,TX
- Des Moines,IA
- Grand Rapids,MI
- Indianapolis,IN
- Las Vegas,NV
- Little Rock,AR
- Minneapolis,MN
- Milwaukee,WI
- New York,NY
- Palo Alto,CA
- Pittsburgh,PA
- Plano,TX
- Raleigh,NC
- Richmond,VA
- San Diego,CA
- Seattle,WA
- Tucson,AZ
- Washington,DC
- West Chester,PA
