Connect with Top-Rated Financial Planners Near You!

Freedom Financial Group is a family-built business that helps families achieve their ideal retirements. They offer financial planning, wealth management, and insurance services to individuals and families. Their team of experts uses the "Retire with Freedom" process to examine clients' current financial situations and determine their retirement needs, providing custom strategies to help them reach their unique retirement goals. With a focus on helping others achieve financial freedom, they offer informational courses, radio shows, and online resources to educate clients on retirement income strategies and wealth management. Their team is comprised of financial security professionals who are licensed to sell life insurance and annuities, and they have been recognized as one of the top financial security professionals in Alabama.

Wiser Wealth Management in Marietta, Georgia specializes in both Wealth Management and Flat Fee Financial Planning with no product sales or commissions, so you can reach your financial goals with confidence. We offer a unique and total wealth management experience including portfolio management and comprehensive financial planning that is tailored to your specific needs. Our team of financial advisors and a network of trusted CPAs and attorneys guide you through every aspect of life, so you can achieve financial freedom. We'll develop a portfolio that is aligned with your financial plan, so you can focus on what matters. With our services, you'll be able to relax and enjoy life knowing that your finances are in good hands.

Colorado Wealth Group (CWG) is a financial planning firm that provides comprehensive wealth management services, including financial planning, tax planning, education planning, retirement planning, estate planning, and investment management. Our experienced team is dedicated to helping clients achieve their financial goals and secure their financial futures. With a personalized approach, we offer customized financial planning solutions to meet the unique needs of each client. Whether you're just starting to plan your financial future or looking to optimize your existing financial plan, CWG is here to help you achieve peace of mind and confidence in your financial decisions.

Trumbower Financial Advisors, LLC is a financial advisory firm that offers personalized financial planning and tax compliance services, investment advisory services, and fee-based financial planning. We provide objective and experienced guidance to help individuals and families achieve their financial goals.

rebel Financial was created to challenge the traditional "Wall Street" approach of prioritizing profits over people. Our team of fiduciary financial advisors are dedicated to helping our clients reach their financial goals, solving complex financial challenges, and making a positive impact on our community. Our fee-only structure means that we're compensated directly by our clients, and our duty of loyalty is to our clients' financial interests. We believe in values-based investing, holding corporate leaders accountable for their actions, and making financial planning accessible and affordable to everyone.

Halter Ferguson Financial is a trusted financial advisory firm that has been in operation since 1986, providing wealth management, financial planning, and asset management services to individuals, families, and small business owners. The firm's dedicated team of experts helps clients make informed financial decisions and achieve their long-term goals. With a strong presence in Indianapolis, Halter Ferguson Financial has expanded its services nationwide, serving clients across the United States.

Anchor Financial Group is a veteran-owned insurance and financial firm that helps individuals navigate the ever-changing landscape by controlling risk and enhancing returns, all while simplifying the process. With a team of experienced professionals, we provide trusted financial planning and empower our clients to achieve their retirement goals.

Granite Bay Wealth Management is a financial planning and wealth management firm that helps individuals and high net worth families achieve their financial goals. Our team of Certified Financial Planner professionals offers comprehensive financial planning, investment management, estate and trust planning, education planning, and retirement planning services. We believe in a client-centered approach to asset management and strive to provide exceptional customer service. With over 15 years of experience, we have built a reputation for providing practical, real-world advice and staying ahead of changes in the market.

The Options Lady is a financial advisor and certified divorce financial analyst (CDFA) providing financial planning and investment management services to individuals, couples, and families. She specializes in divorce-related financial planning, financial analysis, and investment management. With over 450 California divorce cases under her belt, Laurie Itkin is an expert on addressing restricted stock units and stock options in divorce. Her services include financial planning for individuals contemplating divorce or already engaged in divorce settlement negotiations through mediation or litigation. She also provides investment management for brokerage and retirement accounts using stocks, ETFs, Treasury bills, and conservative option strategies to earn income and reduce risk.