Top : Financial Planning : Planners and Advisors
Doug's List, A Financial Web Directory: Financial Planning : Planners and Advisors
Links:
- 1-877-INVEST1.com.
- Certified Financial Planner providing comprehensive investment services to clients. Services include general investments, insurance and risk management, tax ramifications, employee benefits, and estate planning considerations.
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- ABC Financial Center.
- Investment services to individuals, families and employers. Answering the long term financial questions, concerns, needs and objectives of their clients is their primary concern.
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- Action Planning for Asset Protection.
- Free financial tables and information claim to reveal how to legally lawsuit proof your assets, protect your privacy and disinherit the IRS.
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- Advisory Services at Wall Street Access.
- Provides asset management, individual retirement and corporate plan services. Helps businesses and corporations in choosing the retirement plan that is best suited to the company's needs. Personal Financial Planning Services Group provides guidance on investment strategies such as asset allocation and risk management. Offers extensive Individual Investor Resources including free web-based retirement calculator.
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- Aid Association for Lutherans' Money Management Guide.
- The AAL is designed to help Lutherans better manage their money. With a membership, you will get a personal plan for saving your money based on your job, family and living situation. Aside from that, the site offers up some simple tips on keeping your finances straight and making the right calls with your money.
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- Albert, Stearns, Daley & Lacombe, P.C.
- Alpert Stearns Daley Lacombe, certified public accountants located in Fayetteville, New York provides financial management and accounting services for small to medium sized businesses and professional practices
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- Alexandria Financial Associates, Ltd.
- A fee-only financial planning, accounting and wealth management firm whose core purpose is to create and reinforce its clients' financial serenity and peace of mind. Isn't that nice?
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- Alliance Financial Management.
- They are out here and they care! High quality service and top notch recommendations to help you reach your goals and dreams.
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- American Express Financial Advisor.
- Professional financial advice helps you assess your goals and select investments. The site includes interactive tools to create your personal financial profile, as well as information geared towards small business, tax planning, and education.
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- Bridgforth Financial Management
- Get in the spirit of money: This firm specializes in a holistic approach to cash flow and debt management. They'll integrate your emotional and spiritual beliefs with practical skills to hopefully create a successful, healthy money life.
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- Buonanno & Conolly Certified Public Accountants.
- A Certified Public Accounting firm that offers a full range of accounting, management advisory, estate, retirement and financial planning services for individual and business clients.
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- Capital Alliance Group.
- Provides charitable organizations with investment alternatives, trust administration, organizational planning, and fund raising.
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- Capital For Life, Inc.
- Viatical Settlement Investment Specialists. Our web site is designed to educate the investing public about the viatical settlement industry and the opportunities for superior returns at low risk to principal.
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- Capital Wealth, Inc.
- Complete source of the hard to answer questions of personal finance.
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- ClearPoint.
- ClearPoint is a comprehensive financial services firm.
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- Concord Investment Company.
- Concord Investment Company is an employee owned, high net worth investment management firm.
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- Contrarian Investing.Com.
- Your one stop source for contrarian opinion, commentary, and analysis. Covers the markets and provides investors and traders with insight that stands apart from the crowd. Live updating of top 100 stock sites and top 100 gold sites provide investors with a guide to other quality sources of Internet stock info. Visit the resources on the list, or add your own site to the lists. Gold bugs will find a home in their Gold Stock Message Boards, which feature forums for every gold stock. Other features include investor sentiment polls, and contrarian quick sheets: a handy quick reference to other sources of contrarian opinion on the Internet.
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- CPAdvantage.
- Great ideas for individuals and businesses. Real tax tips, not just tax facts. Largest collection of CPA Jokes on the Internet.
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- CPAdvisor.
- Compilation of dozens of tools and over a thousand pages of timely accounting, business, tax and financial information. Provided as a service of Sullivan & Shuman P.C. CPA's.
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- Crash Course in Wills and Trusts.
- Just in case you're out to write up a will, here's the best way to learn about it online. A "crash course" in wills and trusts, this site
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- CyberAccountant.
- Provides information on taxes, accounting, financial planning for businesses as well as individuals.
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- Deloitte & Touche Tax News & Views.
- Updated regularly, this site posts news on developments in tax policy from Capitol Hill and the IRS. Includes tax planning guides for consumers and guides to changes in the tax laws.
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- Don Fitch Accountancy.
- A Full Service Accounting, Bookkeeping, IRS Tax Preparation, and IRS Tax Negotiation CPA Firm.
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- DT Online.
- From Deloitte & Touche, this site is updated weekly, focusing on the nuts and bolts of financial planning, including investing, insurance, retirement planning, education planning, taxes and more. Also includes news on taxes and small business.
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- E.F. Moody, Financial Planner.
- Financial planning site designed for consumer knowledge and education. Contains objective analysis of insurance and annuities, estate planning, investment analysis, charitable gifting retirement planning, taxes, long term care, real estate, economics. An online text and reference book on all areas of finances.
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- Entrepreneur Holding Management Trust.
- Helps affluent individuals and business persons to protect their privacy and limit their liability by structuring their affairs around a business trust. Offers do-it-yourself USA Trusts and Offshore Trusts & International Business Corporations.
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- Estate Planning for California Residents.
- This site will tell you all that you need to know about Estate Planning for California Residents. If you don't live in California then this site is useless to you. But then again, it's pretty unspectacular if you live there too.
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- Estate Planning.
- Wills, trusts, taxes, elder law and related matters.
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- Family Money Tree.
- Find a secure future through investment of your own family.
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- Farm Family Insurance Company
- Offering life insurance and specialized property and casualty insurance to agribusinesses and residents of the Northeast United States.
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- Financial Pipeline.
- Provides financial education and information ranging from investment basics to the latest financial products and structures. It is aimed at providing this information in a light, easy-to-understand and fun way. It includes the "Sue Smart" financial comic strip where Sue the sleuth solves financial mysteries for everyday investors and financial tapes in RealAudio format.
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- Financial Planning Online.
- An interactive, information resource specifically designed for professional financial planners and investment advisors.
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- FinancialPro.com
- Matches investors to financial professionals based on personality and preferences best suited to satisfy their needs and objectives.
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- FinPlan.com.
- Free software, Personal finance and financial planning, financial calculators and more.
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- FINWeb.
- A financial economics web site that lists Internet resources providing substantive information concerning economics and finance-related topics.
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- First Financial Planners.
- Founded in 1983, the firm provides comprehensive financial planning as well as extensive services for its clients. Today, FFP is one of the largest independent financial planning firms in the United States.
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- FirstFin.
- TNN software develops and distributes financial planning software for personal use, professional advisors and for web page enhancement. Calculators include Investment projections, nominal/effective rate conversions, estate, retirement and college needs analysis, inflation, mortgage and debt consolidation calculators.
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Pages Updated On: 30-Jul-2001 - 18:25:42
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