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Find and Connect With Financial Advisors, Planners & Wealth Managers

Search our directory of expert financial professionals. Filter by specialties or services to find the right advisor for your investment, retirement, and financial planning needs.
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Featured Advisors
Balance Wealth | 401(k) & IRA Management, Alternative Investments, Cash Flow Planning
Balance Wealth
Balance Wealth isn’t just about managing finances; it’s about architecting equilibrium in your life. With our human-centered approach to financial planning, we aim to guide you towards this equilibrium. We’ll join you on your journey where balance, wealth, and a fulfilling life converge. We want to serve good, caring people who want to make a difference in this world and the lives of others – and we value that above the numbers on a page or dollars in an account.
Anthony Syracuse, CFP® | 401(k) & IRA Management, Asset Allocation, Cash Flow Planning
Anthony Syracuse, CFP®  
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5 Client Reviews

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"Personalized approach. Comfortable and approachable working relationship.
Responsive and timely."
Ian Weiner, CFP(R), CEPA | 401(k) & IRA Management, Alternative Investments, Business Succession Planning
Ian Weiner, CFP(R), CEPA
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1 Client Reviews

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"For 2+ years, he has advised/supports my financial goals and that will enable me to fully enjoy my retirement lifestyle. I'm about a year away from being non-employed.  I highly recommend him. He can make a difference with your resources.  No regrets.  Call Ian!"
Advisors
Chris Gure | 401(k) & IRA Management, Alternative Investments, Business Succession Planning
Chris Gure
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15 Client Reviews

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"Started working with Chris because no one else could explain my 401k, equity comp, and taxes in a way that actually made sense. Most advisors pitch products. He solves real problems and keeps my entire financial life moving in the right direction. That is why we trust him."
Ryan Johnson, CFP®, BFA™ | Asset Allocation, Charitable Giving, Debt Management
Ryan Johnson, CFP®, BFA™
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12 Client Reviews

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"My family is grateful to have worked with Ryan at Hundred Financial for over one year now. His approach is thoughtful and personal, and it is clear in each meeting that he cares to listen to your values and the direction your family wants to head, all the while helping to course correct and find a better route when needed. You can tell he has a passion both for his clients, but also to never stop learning in his field, which instills confidence that his guidance is trustworthy. He has helped eliminate confusion to give our family financial confidence in the present, as well as an adaptable roadmap for the future. We highly recommend partnering with Hundred Financial!!"
Pillar Wealth | 401(k) & IRA Management, Alternative Investments, Business Succession Planning
Pillar Wealth
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11 Client Reviews

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"The Pillar team has provided me with a very valuable outside perspective. They asked great questions and provided options and recommendations that worked well for my goals."
Thomas-Kopelman | 401(k) & IRA Management, Cash Flow Planning, Debt Management
Thomas-Kopelman
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7 Client Reviews

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"Thomas has been great to help us organize our financial life.  He gives simple and straightforward advice that is super easy to implement."
VDB Wealth | 401(k) & IRA Management, Asset Allocation, Cash Flow Planning
VDB Wealth
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8 Client Reviews

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"We've had a very positive experience working with Andy, his knowledge and insight has helped us verify the strategy around how wealth management can support our short and long term goals."
Anthony Syracuse, CFP® | 401(k) & IRA Management, Asset Allocation, Cash Flow Planning
Anthony Syracuse, CFP®  
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5 Client Reviews

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"Personalized approach. Comfortable and approachable working relationship.
Responsive and timely."
Patrick Ritter | Financial Planning, Insurance Planning, Investment Management
Patrick Ritter
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4 Client Reviews

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"Stress-free and outstanding.  Patrick keeps his eye on the ball so I don't necessarily have to."
Cayden McLaughlin, CFP, EA | 401(k) & IRA Management, Cash Flow Planning, Exit Planning
Cayden McLaughlin, CFP, EA
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3 Client Reviews

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"Excellent, I have worked with Cayden for over a year and he has been very helpful in building a personal financial plan but also navigating difficult financial scenarios."
401 Financial | 401(k) & IRA Management, Alternative Investments, Asset Allocation
401 Financial
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2 Client Reviews

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"The 401 Financial team made investing simple, supportive, and empowering from start to finish."
Steward | Estate Planning, Education Planning, Insurance Planning
Steward
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2 Client Reviews

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"Hands down, the best. My husband and I interviewed 2 local attorneys and were not impressed. I own my own business, we have 2 young children, and a variety of assets (rental property, startup equity, etc). We connected with a Concierge to answer initial questions and walk us through the process then met with our attorney (Samantha). She was very patient and super knowledgeable. We felt great about the process and would highly recommend it."
Showing 1 - 10 of 127 results

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