|
State |
Metropolitan
Area |
Advisor &
Firm Name |
Telephone # &
E-Mail Address |
Broker/Dealer Info
(securities offered
through) |
|
CA |
Palo Alto |
David S Meyers
Meyers Wealth Management |
(800) 993-2994
Send Email |
N/A
Registered Investment Advisor
Fee Only |
|
CA |
Sacramento |
Mark K. Sisto, CFP, CPA
Gonzales & Sisto, LLP |
(916) 614-9009
Send Email |
N/A
Registered Investment Advisor
Fee Only |
|
FL |
Southwest |
Robert Chapman, CPA, PFS, CMA
Chapman & Co., P.C. |
(585) 249-5060
Send Email |
Genworth Financial Advisers
Corp, an SEC Registered Investment Adviser
200 N Martingale Rd 7th floor
Schaumburg, IL 60173
(888) 528-2987 |
|
IL |
Chicago |
Richard Rosenbaum, CPA, MBA
Rx Financial Security |
(847) 673-4010
Send Email |
N/A
Registered Investment Advisor
Fee Based Only |
|
LA |
New Orleans & Baton Rouge |
Eric Rigby, CPA/PFS
Registered Investment Advisor &
Louisiana Registered Insurance Producer
The
Rigby Group |
(504) 586-3051
Send Email |
Charles Schwab Securities
through
FD Advisors LLC
600 Peachtree Street, NE
Atlanta, GA 30308
|
|
MA |
Boston |
Susan Schwartz, CFP
Susan Schwartz Financial Planning, RIA |
(781) 938-0045 x17
Send Email |
N/A
Registered Investment Advisor
Fee Only |
|
MA |
Ipswich |
Richard Cella III
Ipswich Bay Financial Resources |
(888) 356-6554
Send Email |
Investors Capital
Corporation
Member, NASD/SIPC
230 Broadway
Lynnfield, MA 01940
(800) 949-1422 |
|
MD |
DC Burbs |
Laurette M. Dearden, CPA, CFP |
(301) 604-0121
Send Email |
H.D. Vest Investment Services
Member, SIPC
6333 North State Highway 161,
Irving, TX 75038
(972) 870-6000 |
|
NC |
Greensboro/Winston-Salem |
Carter W. Leinster, CFP, ChFC, CLU
Triad Financial Advisors, Inc. |
(336) 230-0071
Send Email |
Royal Alliance Associates,
Inc.
Member, NASD/SIPC
733 Third Ave, 4th Floor
New York, NY 10017
(800) 821-5100 |
|
NJ |
Central |
David L. Bailin, ChFC, CLU, CLTC
Personal Wealth Strategies for Physicians |
(609) 586-9308
Send Email |
Securian Financial Services, Inc.
Member FINRA/SIPC
Registered Investment Advisor
400 Robert Street North
St. Paul, MN 55101-2098
|
|
NJ |
Northern NJ & Tri-State |
Robert Troyano, CFP
Money Concepts |
(201) 226-1040
Send Email |
Money Concepts Capital Corp
Member, NASD/SIPC
111 Route 303
Tappan, NY 10983
|
|
NY |
Buffalo/Niagara |
James G. Carey, AAMS, Financial Advisor
Edward Jones |
(716) 836-5878
Send Email |
Edward Jones
Member, NASD/SIPC
700 Maryville Centre Drive
St. Louis, MO 63141
|
|
NY |
Long Island |
Harry R. Wigler, CPA/PFS
Physician Financial Services
|
(516) 677-5015
Send Email |
Specializing in Income Protection and Wealth
Accumulation Strategies for Physicians |
|
NY |
Long Island |
Scott J. Edwards
Northwestern Mutual Financial Network |
(516) 465-9500 x115
Send Email |
Northwestern Mutual
Investment Services, lLC
Member, NASD/SIPC
40 Cuttermill Road Ste 301
Great Neck, NY 11021
(516) 465-9500 |
|
NY |
Long Island |
Glenn Kempa, CPA |
(800) 477-5857
Send Email |
N/A
Licensed in NY for life, health, and disability insurance |
|
NY |
Rochester |
Robert Chapman, CPA, PFS, CMA
Chapman & Co., P.C. |
(585) 249-5060
Send Email |
Genworth Financial
Securities Corp
Member, NASD/SIPC
Genworth Financial Advisers Corp , an SEC Registered
Investment Adviser
200 N Martingale Rd 7th floor
Schaumburg, IL 60173
(888) 528-2987 |
|
OR |
Eugene |
Ben Utley MS, CFP
Utley
Financial Planning, Inc. |
(888) 465-0899
Send Email |
N/A
Registered Investment Advisor, Fee Only
Member NAPFA |
|
OR |
Portland |
Russell D. Francis, CPA, CFP
Portland Financial Advisors, Inc. |
(503) 684-6116
Send Email |
N/A
Registered Investment Advisor, Fee Only
Member NAPFA |
|
TN |
Nashville |
Melvin Spain, PFS
Spain Wealth Management Group, LLC |
(615) 794-7792
Send Email |
N/A
Registered Investment Advisor
Fee Only
|
|
TX |
Dallas/Ft. Worth |
Michael Morrow
WealthQuest Financial Services, LLC |
(866) 343-9726
Send Email |
N/A
Financial Strategist to the Medical Community |
|
TX |
Dallas |
Mina Castaneda
SNB Bank
of Dallas |
(972) 624-2907
Send Email |
N/A
Healthcare Lenders |
|
TX |
Lubbock |
William M. Suter
Disability Insurance Specialties |
(877) 765-6785
Send Email |
N/A
Specialists in Disability Plans for Physicians |
|
VA |
Northern Virginia |
Kenneth K. Liu, CPA
Financial Advisor |
(703) 723-6388
Send Email |
1st Global Capital
Corporation
Member, NASD/SIPC
8150 N Central Expressway Suite M-1000
Dallas, TX 75206
(800) 959-8400 |
