Directory of Professional Advisors
Financial advisors educate and encourage their clients, and often facilitate a gift. For no charge and for no obligation, advisors can post information on themselves and their practice on this nationwide directory. Please follow the format of the existing posts when you submit your information.
A&F Financial Advisors LLC
Contact: William McKee
101 Washington St. East,
Charleston,
WV 25701
Phone: 304-346-0441 | Fax: 304-346-8333 | E-Mail | Visit Website
Abraham M. Hoffman, Attorney at Law
4154 Madison Avenue,
Trumbull,
CT 06611-3563
Phone: 203-373-1350 | Visit Website
Accredited Investment Fiduciary
Contact: Ms. Ann R. Dotson, CFP
202 Fourth Ave. South,
Franklin,
TN 37064
Phone: 615-591-1311 | E-Mail
Adam P. Cohen CPA, LLC
81 South Main Street,
West Hartford,
CT 06107
Phone: 860-521-6400 | Visit Website
ALCOS, Inc.
Contact: John G. Marshall
PO Box 8029,
Sterling Heights,
MI 48311-8029
Phone: 586-977-6300 | Fax: 586-446-2145 | E-Mail | Visit Website
Ambler & Keenan, LLC
950 S. Cherry St. ,
Suite 1650, Denver,
CO 80246
Phone: 303-407-1542 / 888-899-5002 | Fax: 303-321-1899 | Visit Website
Ameriprise Financial
Contact: Donald G. Ackley, CFP, CRPC, AAMS
1315 Jamestown Road,
Williamsburg,
VA 23185
Phone: 757- 220-9029 | E-Mail | Visit Website
Ameriprise Financial Services, Inc.
Contact: Dixie M. Roberts, CFP, CRPC
,
,
Phone: 307-778-8321 | E-Mail
AmSouth Bank
Contact: Mr. Joe Chickey
315 Deaderick St.,
Nashville,
TN 37237
Phone: 615-736-6679 | E-Mail | Visit Website
More Information
Anderson Financial Solutions, Inc.
Contact: Bernard Anderson, President
400 Galleria Parkway,
Suite 1500, Atlanta,
GA 30339
Phone: (678) 385-5955 | Fax: (678) 385-5956 | E-Mail | Visit Website
Andrews, Young & Garaghty PC
216 Broad Street,
PO Box 751, New London,
CT 06320
Phone: 860-444-2101 | Visit Website
Baker & Stalzer, LLC
Contact: A. Diane Baker, Attorney at Law
555 Sun Valley Drive,
Suite N-4, Roswell,
GA 30076
Phone: 770-992-4325 | Fax: 770-992-4367 | E-Mail | Visit Website
Barley Snyder LLC
Contact: Jeffrey D. Lobach, Esquire
100 East Market Street,
York,
PA 17401
Phone: 717-846-8888 | Visit Website
Barley Snyder LLC
1000 Westlakes Drive,
Suite 275, Berwyn,
PA 19312
Phone: 610-889-3699 | Fax: 610-889-3696 | Visit Website
Barley Snyder LLC
240 North Third Street,
PO Box 1129, Harrisburg,
PA 17108-1129
Phone: 717-238-8263 | Fax: 717-238-8278 | Visit Website
Baron Financial Services, Inc.
Contact: Howard Baron, Principal
7000 Peachtree-Dunwoody Road,
Bldg. 15 – Suite 200, Atlanta,
GA 30328
Phone: 770-913-9888
Branaugh Law Offices
Contact: Preston Branaugh, Esq.
13949 West Colfax Ave,
Suite 107, Lakewood,
CO 80401
Phone: 303-893-4122 | Fax: 720-302-5725 | E-Mail | Visit Website
Brophy Wealth Management
Contact: Steve Dalton, CRPC, AAMS Financial Advisor
40 South River Road ,
Unit 15 , Bedford,
NH 03110
Phone: 603-668-2303 | E-Mail | Visit Website
Campbell, Schoneberger & Associates, Ltd.
Contact: Laine Schoneberger, CLU, ChFC
2145 E. Warner Suite 103 ,
Tempe,
AZ 85284
Phone: 480-967-7535 | Fax: 480-967-7537 | E-Mail | Visit Website
Capital Financial Group, LLC
Contact: Ms. Beth Scott Clayton
22 Century Blvd.,
#300, Nashville,
TN 37214
Phone: 615-886-1314 | E-Mail | Visit Website
More Information
Center for Financial Planning
Contact: Daniel H. Boyce, CFP
40 Oak Hollow,
Suite 125, Southfield,
MI 48034
Phone: 248-948-7900 | Fax: 248-948-1008 | Visit Website
Charitable Resource Associates, LLC
Contact: Terry Balko
316 Merrydale Drive, SW,
Marietta,
GA 30064
Phone: (404) 229-1645 | E-Mail | Visit Website
Charles A. Tingles, Jr., PC
Contact: Christopher Ballar, Attorney at Law
538 Scenic Highway,
Lawrenceville,
GA 30045
Phone: 770-822-5635 | Fax: 770-682-4726 | E-Mail | Visit Website
Chesapeake Investment Group
Contact: Trudy Quinto
4804 Courthouse Street,
Suite 1, Williamsburg,
VA 23188
Phone: 757- 253-9088 | E-Mail | Visit Website
Childers Financial Planning
Contact: Bill Childers
119 T Steele St.,
Bridgeport,
WV 26330
Phone: 304-842-6315 | Fax: 304-842-6908 | E-Mail
Citigroup Smith Barney
Contact: J. Lawrence “Larry” Lipton
4000 Town Center,
Suite 1800, Southfield,
MI 48075
Phone: 800-879-9863 | Fax: 248-358-7157 | E-Mail | Visit Website
Coburn & Meredith, Inc.
Contact: Nancy B. Fellinger, CFP, CAP Vice President
One Old Mill Lane ,
Simsbury,
CT 06070
Phone: 860-784-2605 | E-Mail
Community Financial Services Group
PO Box 120,
Newport,
VT 05855
Phone: 802-334-1677 | Fax: 802-334-5730 | Visit Website
Covenant Wealth Advisors, LLC
Contact: Robert G. Topping, CFP, MBA
351 McLaws Circle,
Suite 1, Williamsburg,
VA 23185
Phone: 757- 259-0111 | E-Mail | Visit Website
Cris Arnold, CFP,CLU
3011 Armory Dr,
Suite 190, Nashville,
TN 37204
Phone: 615-244-0054 | E-Mail
Cumberland Trust & Investments
Contact: Mr. John Barringer
104 Woodmont Blvd.,
Nashville,
TN 37205
Phone: 615-783-2540 | E-Mail | Visit Website
More Information
Davenport & Co. LLC
Contact: Maura LaVay, Sr. V.P., Branch Manager
469 McLaws Circle,
Williamsburg,
VA 23018
Phone: 757- 258-2815 | E-Mail | Visit Website
Diversified Trust Co.
Contact: Mr. G. Thomas Curtis
3100 West End Ave.,
Nashville,
TN 37203
Phone: 615-386-7302 | E-Mail | Visit Website
More Information
Donald A. Capretz
PO Box 53509,
Lafayette,
LA 70505-3509
Phone: 337-237-9999 | Fax: 337-233-8686 | E-Mail
Donald R. Greene
1908 Acklen Ave,
Suite 202, Nashville,
TN 37212-3740
Phone: 615-383-2494 | E-Mail
Edward Jones Murphy Branch
Contact: Judie Murphy
3 N. Main Street,
Homer,
NY 13077
Phone: 607-749-2982 | E-Mail | Visit Website
Evers & Fox, PC
900 Circle 75 Parkway,
Suite 1235, Atlanta,
GA 30339
Phone: 770-988-9969 | Fax: 770-988-0415 | E-Mail | Visit Website
Family Wealth Consultants
Contact: Clare C. Price
3250 W. Big Beaver Road,
Suite 135, Troy,
MI 48084
Phone: 248-643-0660 | Fax: 248-643-0649 | E-Mail
Farrell, Guarino & Boccalatte PC
141 Broad Street,
Middletown,
CT 06457
Phone: 860-344-1767 | Fax: 860-347-9038 | Visit Website
Financial Network Corp.
Contact: Wesley D. Bigler, CEO
1100 Johnson Ferry Rd NE,
Atlanta,
GA 30342
Phone: 404- 843-3100 | Fax: 404-250-9850 | E-Mail | Visit Website
First Allied Securities
Contact: Jim Bowers
485 Huntington Road,
Suite 192, Athens,
GA 30606
Phone: 706-354-0026 | Visit Website
First Financial Group, Inc.
Contact: Ms. Merle C. Born, CFP
401 Washington Avenue,
6th Floor, Baltimore,
MD 21204
Phone: 615-846-3333 | Fax: 410-832-4292 | E-Mail
Full Life Financial LLC
Contact: Mr. Keith Newcomb
'///,
Nashville,
TN 37205
Phone: 615-356-4164 | E-Mail | Visit Website
GenSpring Family Services
Contact: Mark Feldman
2355 East Camelback Road,
Suite 750, Phoenix,
AZ 85016
Phone: 602-385-3266 | E-Mail | Visit Website
Girard Securities, Inc.
Contact: Andrew D. Martin, Registered Principal
108 Harding Place Suite 100,
Nashville,
TN 37205
Phone: (615) 352-5238 | Fax: (615) 352-5240 | E-Mail | Visit Website
Griffith Strickler Lerman Solymos & Calkins Law Office
Contact: Paul G. Lutz, Esquire
110 South Northern Way,
York,
PA 17402
Phone: 717-757-7602 | Fax: 717-757-3783 | Visit Website
Gruber and Associates, Ltd.
Contact: R. Robert Gruber, CLU, CHFC
263 McLaws Circle,
Suite 101A, Williamsburg,
VA 23185
Phone: 757- 229-4454 | E-Mail | Visit Website
Henry, Raymond, Morin & Thompson, LLC
1740 Ellington Road,
South Windsor,
CT 06074
Phone: 860-644-5825 | Fax: 860-644-5731 | E-Mail | Visit Website
Hickok & Boardman Retirement Planning
Contact: Peter Trottier, Branch Manger
346 Shelburne Road,
Burlington,
VT 05402
Phone: 802-865-8055 | E-Mail | Visit Website
J & J Financial Management, Inc.
109 Bullifants Boulevard,
Williamsburg,
VA 23188
Phone: 757- 258-2429 | Fax: 757-258-5519 | Visit Website
Jack B. Turner & Associates
Contact: Mr. Jack B. Turner
201 Main Street,
Clarksville,
TN 37040
Phone: 615-244-0054 | E-Mail
Jay Fleisher, Esq.
11380 Prosperity Farms Road,
Suite 204, Palm Beach Gardens,
FL 33410
Phone: (561) 627-7004 | E-Mail | Visit Website
More Information
JD Cannon & Associates
Contact:
100 S. Main ,
Marceline,
MO 64658
Phone: 660-734-0736 | E-Mail
Jim Anthony, CLU
2133 South Henry Street,
Unit 16, Williamsburg,
VA 23185
Phone: 757- 564-3396 | E-Mail
John Bahr
,
,
Phone: 888-228-0931 | E-Mail | Visit Website
More Information
Law Offices of Mark E. Biernath, P.C.
Contact: Mark Biernath , Attorney
3617 Shallowford Road,
Atlanta,
GA 30340
Phone: 770- 455-0535 | Fax: 770-457-1827 | E-Mail | Visit Website
Legacy Retirement Group, LLC
Contact: David L. Cowan, CRP, CSA, CEA
20 Washington Ave.,
Suite 106, North Haven,
CT 06473
Phone: 203-234-8217 | Fax: 203-234-0448 | Visit Website
Legg Mason Wood Walker, Inc.
Contact: Linda A. Malin, First Vice President, Investments
113 Oil Center Drive ,
Lafayette,
LA 70503
Phone: 337-237-0510 | Fax: 337-237-6569 | E-Mail
Liberty Mutual (Financial Planning)
Contact: Jennifer Cupp
240 McLaws Circle,
Suite 116, Williamsburg,
VA 23185
Phone: 757- 258-0338 ext. 53346 | E-Mail | Visit Website
Mackey Komara & Dankovich LLC
Contact: John Dankovich
691 N. Squirrel Road,
Suite 240, Auburn Hills,
MI 48326
Phone: 248-418-5100 | Fax: 248-418-5105 | E-Mail | Visit Website
Melanie Dean
3200 West End Ave,
Suite 500, Nashville,
TN 37203
Phone: 615-783-1702 | E-Mail | Visit Website
Merrill Lynch
Contact: Sharron Auble
235 SO Cayuga Street,
Ithaca,
NY 14850
Phone: 607-254-2030 | E-Mail | Visit Website
Merrill Lynch
Contact: Ms. Tracey H. Pearson, CFM
150 4th Ave. North,
Suite 1700, Nashville,
TN 37219
Phone: 615-778-7611 | E-Mail | Visit Website
More Information
Merrill Lynch & Co., Inc.
3455 Peachtree Road, N.E.,
The Pinnacle, Suite 200, Atlanta,
GA 30326
Phone: 404-264-3600 | Fax: 404-264-3629 | Visit Website
Michael D. Kenney, CRPS
3401 West End Ave,
Suite 160, Nashville,
TN 37203
Phone: 615-297-2211 | E-Mail | Visit Website
Money Concepts
11440 North Jog Road,
Palm Beach Gardens,
FL 33418
Phone: 561-472-2000 | Visit Website
Morgan Stanley Smith Barney
Contact: Michelle Hazlett
,
,
Phone: 831-646-6110 | E-Mail | Visit Website
Morris Manning & Martin, L.L.P.
Contact: Cassady V. Brewer, Partner, Tax Group
3343 Peachtree Road, N.E.,
1600 Atlanta Financial Center, Atlanta,
GA 30326-1044
Phone: 404-504-7627 | Fax: 404-365-9532 | E-Mail | Visit Website
Mystic Shore Financial Group
Contact: Will Morrissey
P. O. Box 706,
Old Mystic,
CT 06372
Phone: 860-245-5243 | E-Mail
More Information
National City Bank
Contact: Beth A. Katarius
1 Cascade Plaza,
Akron,
OH 44308
Phone: 330-375-8435 | E-Mail
More Information
Nault Financial Group, LLC
Contact: Larry Nault
5445 DTC Parkway,
Penthouse 4 , Englewood,
CO 80111
Phone: 303- 486-6988 | Fax: 303-374-7708 | E-Mail | Visit Website
New York Life Insurance Company
Contact: Mark Riley, CLU
211 McLaws Circle,
Suite 1, Williamsburg,
VA 23185
Phone: 757- 229-2900 | E-Mail | Visit Website
North Wealth Insurance Agency, Inc
Contact: Daniel Guillen
800 Silverado Street, Ste 302 ,
La Jolla,
CA 92037
Phone: 858-384-5700 | E-Mail
Northwestern Mutual Financial Network
Contact: Daniel E. McGarry, Jr., Financial Representative
107 East Philadelphia Street,
York,
PA 17401
Phone: 717-843-5511 | Visit Website
Northwestern Mutual Financial Network
Contact: Paul Roa, CLU
4097 Ironbound Road,
Suite D, Williamsburg,
VA 23188
Phone: 757- 476-6734 or 877- 621-7762 | E-Mail | Visit Website
Nowlin & Associates
Contact: Karen Jennings
124 Calhoun Street ,
Alexander City,
AL 35010
Phone: 256-329-0003 | E-Mail
Nowlin & Associates
Contact: Kay J. Thomas
124 Calhoun Street,
Alexander City,
AL 35010
Phone: 256-329-0003 | Fax: 256-234-3458 | E-Mail
Optimal Service Group of Wachovia Securities
Contact: Joseph W. Montgomery, CFP
275 McLaws Circle,
Williamsburg,
VA 23185
Phone: 757- 220-1782 | E-Mail | Visit Website
Owen Financial Services
Contact: Ms. Lucy Owen, CLU
3704 D. Estes Rd.,
Nashville,
TN 37215
Phone: 615-385-3439 | E-Mail | Visit Website
Pamela H. Potter, PSC
PO Box 2591,
Ashland,
KY 41105-2591
Phone: 606-324-5516 | Fax: 606-324-4766 | E-Mail | Visit Website
Pathways Non-Profit Solutions
Contact: Bill Albrecht
207 S. Deframe Way,
Golden,
CO 80401
Phone: 303-927-7510 | E-Mail | Visit Website
Quarles & Brady LLP
One Renaissance Square,
Two North Central Avenue, Phoenix,
AZ 85004-2391
Phone: 602-229-5200 | Visit Website
Quarles & Brady LLP
One South Church Street,
Suite 1700, Tucson,
AZ 85701-1621
Phone: 520-770-8700 | Visit Website
Quarles & Brady LLP
1395 Panther Lane,
Suite 300, Naples,
FL 34109-7874
Phone: 239-262-5959 | Visit Website
Quarles & Brady LLP
500 West Madison Street,
Suite 3700, Chicago,
IL 60661-2511
Phone: 312-715-5000 | Visit Website
Quarles & Brady LLP
33 East Main Street,
Suite 900, Madison,
WI 53703
Phone: 608-251-5000 | Visit Website
Quarles & Brady LLP
411 East Wisconsin Avenue,
Suite 2040, Milwaukee,
WI 53202
Phone: 414-277-5000 | Visit Website
Raymond James Financial Services
Contact: Doug Gross
136 S. Industrial,
Saline,
MI 48176
Phone: 734-944-7556 | Fax: 734-944-0448 | E-Mail | Visit Website
RBC Centura Bank
Contact: Robert Waggoner
4541 John Tyler Highway,
Williamsburg,
VA 23185
Phone: 757-259-1981 | E-Mail | Visit Website
Regions Morgan Keegan Trust, FSB
Contact: Mr. Howard G. Safer, CPA, PFS
150 4th Ave. North,
Nashville,
TN 37219
Phone: 615-313-2174 | E-Mail | Visit Website
Regions Morgan Keegan Trust, FSB
Contact: Mr. Howard G. Safer, CPA, PFS
150 4th Ave. North,
Nashville,
TN 37219
Phone: 615-313-2174 | E-Mail | Visit Website
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Reinhart Boerner Van Deuren P.C.
2215 Perrygreen Way,
Rockford,
IL 61107
Phone: 815-633-5300 | Fax: 815-654-5770 | Visit Website
Reinhart Boerner Van Deuren, S.C.
22 East Mifflin Street,
PO Box 2018, Madison,
WI 53701
Phone: 608-229-2200 | Fax: 608-229-2100 | Visit Website
Reinhart Boerner Van Deuren, S.C.
1000 North Water Street,
PO Box 2965, Milwaukee,
WI 53201
Phone: 414-298-1000 | Fax: 414-298-8097 | Visit Website
Reinhart Boerner Van Deuren, S.C.
N16W23250 Stone Ridge Drive,
Suite 1, Waukesha,
WI 53188
Phone: 262-951-4500 | Fax: 262-951-4690 | Visit Website
Robert W. Baird & Co. Incorporated
777 East Wisconsin Avenue,
PO Box 0672, Milwaukee,
WI 53201
Phone: 800-792-2473 | Visit Website
Sage Financial Design, Inc.
Contact: Robert Thompson
548 Hopmeadow Street,
Simsbury,
CT 06070
Phone: 1-800-537-7477 | Fax: 860-651-3538 | E-Mail | Visit Website
Seymour Gill Financial
Contact: Barbara Gill, CLU, ChFC
28411 Northwestern Highway,
Suite 1000, Southfield,
MI 48034
Phone: 248-208-0660 | Fax: 248-208-0650 | E-Mail | Visit Website
Smith Barney
Contact: Steve Griggs
437 W. Duke of Gloucester Street,
Williamsburg,
VA 23185
Phone: 757- 229-6111 | Visit Website
Sphinx Financial Group
Contact: Frank Smith, CEO
299 McLaws Circle,
Williamsburg,
VA 23185
Phone: 757- 221-6639 | E-Mail | Visit Website
Stephen R. Moore, Jr. CPA
PO Box 51901,
Lafayette,
LA 70505-1901
Phone: 337-262-6468 | Fax: 337-262-6467 | E-Mail
Steve Renner & Associates
Contact: Mr. Steve Renner
205 Powell Pl.,
Nashville,
TN 37027
Phone: 615-369-0738 | E-Mail
Stock and Leader
Contact: Erin J. Miller, Esquire
221 W. Philadelphia St,
Suite E600, York,
PA 17401
Phone: 717-846-9800 | Visit Website
Sunamerica Securities, Inc.
Contact: Harry Arrowood, Certified Financial Planner
2635 Narroway Church Circle,
Dallas,
GA 30132
Phone: 770-361-6276
The Baker Group
Contact: Donald B. Baker
26400 Lahser,
#312, Southfield,
MI 48034
Phone: 248-355-4100 | Fax: 248-355-9686 | E-Mail | Visit Website
The Johnson Law Firm LLC
Contact: Andrew R. Johnson
4610 S. Ulster Street,
Suite 150 , Denver,
CO 80237
Phone: (303) 770-4417 | E-Mail | Visit Website
The Legacy Companies
Contact: Seth Worby
99 Derby Street,
Suite 203, Hingham,
MA 02043
Phone: 888-649-4591 | Fax: 781-740-0553 | E-Mail | Visit Website
More Information
The Pinnacle Group
Contact: Robert Eddy, Owner
500 Dovre Blvd.,
Suite 125, Lafayette,
LA 70503
Phone: 337-233-4489 | Fax: 337-264-9751
The Private Client Group
Contact: K. Lynn Boyle, Wealth and Charitable Gift Advisor
P.O. Box 52885,
Lafayette,
LA 70505
Phone: 337-232-6364 | Fax: 337-232-6116 | E-Mail | Visit Website
The White Planning Group
Contact: Peter White
602 Virginia St E,
Suite 202, Charleston,
WV 25301
Phone: 304-346-3295 | Fax: 304-346-3297 | E-Mail | Visit Website
Toler & Toler Insurance Services, LLC
Contact: Chris Toler
1564 State Route 160,
Gallipolis,
OH 45631
Phone: 740-446-9445 | Fax: 740-446-7082 | E-Mail
Tom Wall, CPA
256 Seaboard Lane,
Suite E-103, Franklin,
TN 37067
Phone: 615-771-9582 | E-Mail
Traynor Investment Advisors
Contact: David Rhame Traynor
,
,
Phone: 610-827-2206 | E-Mail | Visit Website
UBS Michigan Branch
Contact: Hugh Blake-Thomas
39533 Woodward Avenue,
Suite 325, Bloomfield Hill,
MI 48304
Phone: 248-901-3750
US Bank Private Client Group
Contact: David Fowler
602 Chillicothe Street,
Portsmouth,
OH 45662
Phone: 740-355-7222 | Fax: 740-354-3048 | E-Mail | Visit Website
US Trust
114 West 47th Street,
New York,
NY 10036
Phone: 1-800-878-7878 | Visit Website
Van Liew Trust Company
One Regency Plaza,
Suite One, Providence,
RI 02903
Phone: 401-272-2510 | E-Mail | Visit Website
Vickstrom Law Estate Planning & Elder Law
Contact: Kristina R. Vickstrom, Esq.
7 State Street ,
Worcester,
MA 01609
Phone: 508-335-6633 | Fax: 866-563-1392 | E-Mail | Visit Website
Virtual Development Group
Contact: Michael Guillot, M.Ed., CFRE
330 Julia St.,
Suite 320, New Orleans,
LA 70130
Phone: 504-324-4178 | Fax: 504-324-4172 | E-Mail
Vision Financial Planning and Services
3418 News Road,
Williamsburg,
VA 23185
Phone: 757- 258-5044
Wade Montrief, CPA
325 Plus Park Blvd,
Suite 102, Nashville,
TN 37217-1037
Phone: 615-399-6421 | E-Mail
Walsh Financial Services LLC
Contact: Jennefer Walsh, CFP, President & Owner
14142 Denver West Pkwy,
#300, Lakewood,
CO 80401
Phone: 303-252-0852 | Fax: 303-393-2365 | E-Mail | Visit Website
Webb Financial Group LLC
Contact: Scott L. Webb
803 Market Street ,
Zanesville,
OH 43701
Phone: 740-454-6113 | E-Mail | Visit Website
More Information
WesBanco Trust and Investment Services
Contact: Robin Morris
1 Bank Plaza,
Wheeling,
WV 26003
Phone: 304-284-1648 | Fax: 304-284-1638 | E-Mail | Visit Website
William L. Kline, CLU, CHF
3424 Hampton Ave.,
Nashville,
TN 37215-1408
Phone: 615-292-6900 | E-Mail
Williamsburg Financial Group
Contact: Vicky Lyttle
5121 Center Street,
Suite 100, Williamsburg,
VA 23188
Phone: 757- 941-1380 | E-Mail