facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast blog search brokercheck brokercheck

Advisor Directory


To contact our Advisors in your area:

California


Crown Financial Partners
310-734-5660
Jonathan Beck, Sarah Goldberg, Seok Jo

Florida


Estrin Asset Management, Inc.
954-769-1898
Noah Estrin
Madison Planning Group
800-222-2091
Janet Froyen, Tara Froyen
Miguel Rodriguez, CPA
954-769-1898
Miguel Rodriguez

RMF Financial Inc.
561-988-8599
Robert Friedman

Southern Asset Management
850-531-0655
W. Davey Owens

Georgia


Cap1tol Street Financial Services Group
478-471-2133
Andrew Goff, Rodney Goff, Alston Killen, Denise Sowell

Michigan


Affiliated Advisors
248-792-5043
Gary Gilgen

Affiliated Advisors
248-457-4500
William Stewart

Encompass Financial Partners
248-822-5000
William Bates, Neil Bitzer, Charles Craves, Brent Wichlacz
Hallmann Financial Services
248-625-2727
William Hallmann
Jeffrey Burns, CPA
616-447-8639
Jeffrey Burns

McDonald & Associates CPA PC
989-790-1600
Annette McTaggart, George Snyder

Michael Matthews, AIF
248-792-5043
Michael Matthews

Peterson Wealth Management
989-684-5000
Leif Peterson
Roller Keyes Financial
248-792-5043
Roger Roller, Iuliana Keyes
The Tilchen Corporation
248-792-5043
Alan Tilchen, Lindsay Tilchen-Johnson
Thomas Financial Group, LLC
248-828-2800
Iuliana Keyes, Daniel Thomas Jr., Scott Thomas
Vanderhovel & Associates
248-960-1040
Alan Tilchen, Lindsay Tilchen-Johnson

Weathervane Advisors
517-337-1402
William Mansfield III

New Jersey


Freedom Capital Management
888-244-7131
Arthur Beiley, David Biebelberg, Geeta Brana, Dennis Briscoe, Paul Criscione, Mary Ann Dianna, Robert Jaffe, Chris Russo, Edward Sullivan

New York


Affiliated Advisors
212-695-5558
Rita Robbins
American Pension Advisors
914-743-1442
Gary Zink

Clark Hollingsworth & Betancourt
516-889-4221
Rick Betancourt, Dennis Clark, Frank Giangrande, Andrew Hollingsworth
Comprehensive Wealth Management Group, LLC
Allan Katz
CSA Tax Service
516-798-7375
Aline Bowen

DiLorenzo & Barletta Wealth Management
914-598-2360
Kevin Barletta, Michael Di Lorenzo
Eastern Planning
845-627-8300
Beth Blecker, Matthew Blecker
Executive Financial and Tax Planning Services
631-787-8472
Gerard Nicosia

Madison Planning Group
800-222-2091
Jay Dworkin, Adam Kalender, Michael Luton, Rochelle Odesser, Jon Schlueter, Gary Schwartz
Marano & Associates
631-486-2117
Frank Marano

Mark Thomas, Financial Consultant
718-370-0270
Mark Thomas

Melvyn Shaffir, Financial Advisor
212-684-7308
Melvyn Shaffir

MJC CPA
631-319-6901
Michael Crombie

North Shore Planning Service
516-336-2582
Henry Seegers

Patrick McDermott, Financial Consultant
718-370-0270
Patrick McDermott

Patrick McGrade, Financial Consultant
718-370-0270
Patrick McGrade

Steel Ridge Advisors
631-353-0003
Scott Fitzgerald, Christopher Trombetta
Strategic Financial & Tax Planning Services
631-656-9720
Guy Nicosia, John Nicosia
Ten Haagen Financial Group
631-425-1966
Jon Ten Haagen
The Suffolk Group, LLC
631-231-4001
Jerry Bernstein, Maria Dasilva, Kenneth Dimicco, Rosemarie Esteibar

Tim Allen Financial Associates
516-667-0774
Timothy Allen

William H. Rogers Financial Services
585-346-3322
William Rogers IV

Virginia


Smith & Atkinson
757-875-2327
William Smith Jr.

PLEASE NOTE: The information being provided is strictly as a courtesy. When you link to any of the web sites provided here, you are leaving this web site. We make no representation as to the completeness or accuracy of information provided at these web sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, web sites, information and programs made available through this web site. When you access one of these web sites, you are leaving our web site and assume total responsibility and risk for your use of the web sites you are linking to.

Check the background of this firm/advisor on FINRA’s BrokerCheck.