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Financial Advisors for 401(k) & IRA Management

Featured Financial Advisors

Bull Oak | Portfolio Management, Asset Allocation, Retirement Planning
Bull Oak
You work hard for your money. We’ll work hard to help you capitalize on what you’ve earned.
Bull Oak is a full-service financial advisory firm. We provide investment management, financial planning, tax strategy, tax preparation and filing, and estate planning. Our all-inclusive service frees up your time and gives you an optimal wealth management experience with harmony between all aspects of your financial life.
Capital Area Planning Group | 401(k) & IRA Management, Estate Planning, Executive Compensation
Capital Area Planning Group
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1 Client Reviews

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"They were very professional and delivered results. I recommended them to other people in my network who reported the same experience, and they stayed with CAPG even longer than I did. I am planning to return to them for additional services as it's now been a few years and I'd like to get more guidance with some significant life events on the horizon."
Calculated Wealth | 401(k) & IRA Management, Cash Flow Planning, Estate Planning
Calculated Wealth
We strive to transform worry and stress into confidence and peace through careful planning delivered consistently while ensuring we’re accessible when you need us.

Financial 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."
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."
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."
Matt-Magee, CFP® | Alternative Investments, Cash Flow Planning, Debt Management
Matt-Magee, CFP®
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1 Client Reviews

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"Can’t say enough about how Matt helped me throughout the years in wealth management and planning for retirement."
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!"
Capital Area Planning Group | 401(k) & IRA Management, Estate Planning, Executive Compensation
Capital Area Planning Group
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1 Client Reviews

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"They were very professional and delivered results. I recommended them to other people in my network who reported the same experience, and they stayed with CAPG even longer than I did. I am planning to return to them for additional services as it's now been a few years and I'd like to get more guidance with some significant life events on the horizon."
Bull Oak | Portfolio Management, Asset Allocation, Retirement Planning
Bull Oak
You work hard for your money. We’ll work hard to help you capitalize on what you’ve earned.
Bull Oak is a full-service financial advisory firm. We provide investment management, financial planning, tax strategy, tax preparation and filing, and estate planning. Our all-inclusive service frees up your time and gives you an optimal wealth management experience with harmony between all aspects of your financial life.
Rodriquez Wealth Management | Portfolio Rebalancing, Portfolio Management, Asset Allocation
Rodriquez Wealth Management
At Rodriquez Wealth Management, our dedicated team offers a highly personalized approach that helps you simplify the challenges associated with preserving, growing, and transitioning your wealth.
Showing 1 - 10 of 15 results

Sam’s List is a directory for exploring accountants, bookkeepers, fractional CFOs, financial advisors, and wealth managers. We do not provide financial, investment, tax, or legal advice, nor do we recommend or endorse any specific professional. Some professionals participate in paid programs for additional visibility or leads. Users should independently verify any professional before engaging their services. Learn more in ourTerms of Service.
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