Financial Advisors for Individual Tax Services
Featured Financial Advisors
Ian Weiner, CFP(R), CEPA
1 Client Reviews
"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
1 Client Reviews
"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."
Financial Advisors
Chris Gure
15 Client Reviews
"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."
Cayden McLaughlin, CFP, EA
3 Client Reviews
"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®
1 Client Reviews
"Can’t say enough about how Matt helped me throughout the years in wealth management and planning for retirement."
Ian Weiner, CFP(R), CEPA
1 Client Reviews
"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
1 Client Reviews
"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."
Retirement Matters, Inc.
You've worked hard to prepare for retirement. Retirement Matters will guide you through that transition and partner with you as you live out those dreams.
Artistic Wealth
Artistic Wealth was created for endowments, entrepreneurs, and pre-retirees/retirees who want custom tailored planning, a wealth partner who listens and acts in the best interest of the client.
Showing 1 - 7 of 7 results
Find & Connect with Accountants, Fractional CFOs, and Financial Advisors
Company
Professional Services
Help Guides
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.
