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Advisor Directory


To contact our Advisors in your area:

California


Crown Financial Partners
310-734-5660
Jonathan Beck, Sarah Goldberg, James T. Kahn, Seok Jo

Connecticut


John Zory, Financial Consultant
860 388-4888
John Zory

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

Maryland


Jancie Caputo, Financial Consultant
410-489-2500
Jancie Caputo

Massachusetts


Monarch Investment Advisors
617-729-2700
Chiquita Rice

Michigan


Michael Matthews, AIF
248-792-5043
Michael Matthews

Roller Keyes Financial
248-792-5043
Iuliana Keyes
Thomas Financial Group, LLC
248-828-2800
Iuliana Keyes, Daniel Thomas Jr., Scott Thomas
Weathervane Advisors
517-337-1402
William Mansfield III

Minnesota


Dunn Creek Advisors
612-436-3770
Richard Dunn

Eagle Creek Financial Advisors, LLC
612-201-5048
Jeannie Jackson
Retirement Advisory Services Inc.
218-863-3070
Gary Lage, Chris Lage and Seth Lage

New Jersey


Affiliated Advisors
347-971-3948
Peter Hatzakos
Evesham Wealth Management
856-287-3907
Thomas Sylvestro
Financial Foundation Services
(732) 360-8751
Robert Rafano
Freedom Capital Management
888-244-7131
Arthur Beiley, David Biebelberg, Geeta Brana, Dennis Briscoe, Paul Criscione, Matthew Garber, Joanne Lam, John Spatola, Edward Sullivan
The Mid-Atlantic Financial Group
(609) 898-3281
Matthew Menke

New York


Affiliated Advisors
212-695-5558
Rita Robbins
A & M Financial Services
516.938.5616
Nicholas Agnone, Dolores Mitchell, Peter Craig
American Pension Advisors
914-743-1442
Gary Zink

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

Marano & Associates
631-486-2117
Frank Marano

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

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

Precision Wealth Solutions
914-574-5451
Russell J. Pinto, Frank Chiodi, Jr.
Steel Ridge Advisors
631-353-0003
Scott Fitzgerald, Timothy Nowak, Christopher Trombetta
The Suffolk Group, LLC
631-231-4001
Maria Dasilva, Kenneth Dimicco, Rosemarie Esteibar

Tim Allen Financial Associates
516-667-0774
Timothy Allen

Mitchell Walker, Financial Consultant
718-481-6763
Mitchell Walker

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

Pennsylvania


Transitions Wealth Management
484-214-7673
Rose Galeano-Phillips, CFP

Virginia


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

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