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Advisor Directory


To contact our Advisors in your area:

California


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



Connecticut

John Zory, Financial Consultant

John Zory
860-388-4888


Florida

Estrin Asset Management, Inc.

Noah Estrin
954-769-1898

Miguel Rodriguez, CPA

Miguel Rodriguez
954-769-1898

RMF Financial Inc.

Robert Friedman
561-988-8599

Southern Asset Management

W. Davey Owens
850-531-0655

Georgia

Cap1tol Street Financial Services Group

Andrew Goff, Rodney Goff, Alston Killen, Denise Sowell
478-471-2133





Maryland

Janice Caputo, Financial Consultant

Janice Caputo
410-489-2500




Massachusetts

Chiquita Rice
617-729-2700





Michigan

Michael Matthews, AIF

Michael Matthews
248-792-5043


Roller Keyes
Iuliana Keyes
248-792-5043
VISIT SITE

Thomas Financial Group, LLC

Daniel Thomas Jr., Scott Thomas, Iuliana Keyes
248-828-2800

Weathervane Advisors

William Mansfield III
517-337-1402


Minnesota

Dunn Creek Advisors

Richard Dunn
612-436-3770
Eagle Creek Financial Advisors, LLC
Jeannie Jackson
612-201-5048
VISIT SITE

Gary Lage and Chris Lage
218-863-3070




New Jersey

Affiliated Advisors

Peter Hatzakos
347-971-3948
Robert Rafano
732-360-8751

Freedom Capital Management
Arthur Beiley, David Biebelberg, Geeta Brana, Dennis Briscoe, Paul Criscione, Matthew Garber, Joanne Lam, John Spatola, Edward Sullivan
888-244-7131
The Mid-Atlantic Financial Group
Matthew Menke
609-898-3281

New York

Affiliated Advisors

Rita Robbins
212-695-5558

A & M Financial Services

Nicholas Agnone, Dolores Mitchell, Peter Craig
516.938.5616
VISIT SITE

American Pension Advisors

Gary Zink
914-743-1442

Patrick McDermott, Financial Consultant

Patrick McDermott
718-370-0270

DiLorenzo Wealth Management

Michael Di Lorenzo
914-598-2360

Beth Blecker, Matthew Blecker
845-627-8300
VISIT SITE

Executive Financial and Tax Planning Services

Gerard Nicosia
631-787-8472


Marano & Associates

Frank Marano
631-486-2117
VISIT SITE

Russell J. Pinto, Frank Chiodi Jr.
914-574-5451

Patrick McGrade, Financial Consultant

Patrick McGrade
718-370-0270

Scott Fitzgerald, Timothy Nowak, Christopher Trombetta
631-353-0003
VISIT SITE

The Suffolk Group, LLC

Maria Dasilva, Kenneth Dimicco, Rosemarie Esteibar
631-231-4001


Tim Allen Financial Associates

Timothy Allen
516-667-0774
VISIT SITE

Mitchell Walker, Financial Consultant

Mitchell Walker
718-481-6763

William H. Rogers Financial Services

William Rogers IV
585-346-3322

Pennsylvania

Rose Galeano-Phillips, CFP
484-214-7673





Virginia

Smith & Atkinson

William Smith Jr.
757-875-2327





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