Financial Advisors

Please find below 566 financial advisors. Use the filters to refine or expand your financial advisor search.

Updating Financial Advisors

Ray Prospero, ChFC

AdvicePeriod

5 out of 5 rating3 Reviews

Ray Prospero, is a Partner Advisor with AdvicePeriod. Ray helps clients develop realistic financial goals, designing wealth management strategies to help preserve their wealth for future generations. He focuses primarily... show more

Specialties: Asset Management‚ Business Insurance‚ Charitable Giving‚ Comprehensive Financial Planning‚ Estate Planning‚ Life Insurance‚ Tax Planning

120 Newport Center Drive, Newport Beach, CA 92660

Call 714-714-7549

Website

Profile

Jori Guzhuna

Guzhuna Financial Group

5 out of 5 rating2 Reviews

Jori Guzhuna is a Financial Advisor with experience in wealth management, retirement planning, and investments. He has extensive knowledge in financial matters, including tax mitigation strategies, insurance, business solutions, and... show more

Specialties: Annuities‚ Asset Management‚ Charitable Giving‚ College Planning‚ Comprehensive Financial Planning‚ Employee Benefit Plans‚ Estate Planning‚ Health Insurance‚ Life Insurance‚ Long-Term Care‚ Retirement Planning‚ Tax Planning

100 Church Street, Suite 841, New York, NY 10007

Website

Profile

William Thomas Fortner, CFP

Lincoln Financial Advisors Corporation

5 out of 5 rating1 Review

William Fortner is a financial advisor with Lincoln Financial Advisors Corporation primarily works with High Net Worth Individuals, Individuals. William Fortner operates out of San Ramon, CA.

Specialties: Asset Management‚ Charitable Giving‚ College Planning‚ Comprehensive Financial Planning‚ Employee Benefit Plans‚ Estate Planning‚ Long-Term Care‚ Retirement Planning‚ Tax Planning

3000 Executive Parkway Suite 400, San Ramon, CA 94583

Call 925-659-0326

Website

Profile

Eric L. Russell

J.P. Morgan Securities

5 out of 5 rating1 Review

Eric L. Russell is licensed as an financial adviser, employed by J.P. Morgan Securities, and is based out of Oklahoma City, OK. He is a graduate of University of Central... show more

Specialties: Annuities‚ Asset Management‚ Business Insurance‚ Charitable Giving‚ College Planning‚ Comprehensive Financial Planning‚ Employee Benefit Plans‚ Estate Planning‚ Health Insurance‚ Life Insurance‚ Long-Term Care‚ Retirement Planning‚ Tax Planning

7400 S. Pennsylvania Avenue , Oklahoma City, OK 73159

Call 405-688-3000

Website

Profile

Michael L'amoureaux Scott, CFP

Hornor, Townsend & Kent

5 out of 5 rating1 Review

Michael L Scott is a financial advisor with Hornor, Townsend & Kent, Inc., which primarily works with Individuals and High Net Worth Individuals. Michael Scott operates out of Oshkosh, WI.

Specialties: Charitable Giving‚ Comprehensive Financial Planning‚ Employee Benefit Plans‚ Estate Planning‚ Retirement Planning

Independence Financial LLC 222 Ohio St, Oshkosh, WI 54902

Call 920-236-6587

Website

Profile

Chris Winkelmann, CFP

LPL Financial

5 out of 5 rating1 Review

Chris started his career in 1998 as a portfolio manager and investment advisor representative with Huntleigh/Byrne Investment Advisory, and as a financial consultant with Huntleigh Securities. In 2002 he moved... show more

Specialties: Asset Management‚ Charitable Giving‚ College Planning‚ Comprehensive Financial Planning‚ Employee Benefit Plans‚ Estate Planning‚ Life Insurance‚ Long-Term Care‚ Retirement Planning‚ Tax Planning

16150 Main Circle Drive, Suite 210, Chesterfield, MO 63017

Call 636-532-6644

Website

Profile

Gregory Alan Carr

Carr Wealth Management

4.7 out of 5 rating18 Reviews

Greg has served clients for over 15 years. He holds a Masters of Business Administration (MBA), with honors, from the University of Kansas; and an Accredited Asset Management Specialist (AAMS)... show more

Specialties: Asset Management‚ Charitable Giving‚ Comprehensive Financial Planning‚ Estate Planning‚ Retirement Planning‚ Tax Planning

310 West Central, Suite 103, Wichita, KS 67202

Call 316-440-2550

Website

Profile

Mark Burwinkel

Fidelity Investments

4.5 out of 5 rating2 Reviews

Mark Burwinkel is licensed as a financial advisor and is based out of Covington, KY. Burwinkel works for Fidelity Brokerage Services LLC and has successfully completed the Series 7, 63... show more

Specialties: Annuities‚ Asset Management‚ Charitable Giving‚ College Planning‚ Comprehensive Financial Planning‚ Life Insurance‚ Long-Term Care‚ Retirement Planning‚ Tax Planning

100 Howe Drive, Latonia, KY 41015

Call 800-343-3548

Website

Profile

Dale Terwedo, CFP, ChFC, CLU

FSC Securities Corporation

4 out of 5 rating1 Review

Dale has been in practice since 1983. Over the past three decades, he has enjoyed watching his small firm grow into a family of professionals and clients. In 2003, Dale... show more

Specialties: Annuities‚ Asset Management‚ Charitable Giving‚ College Planning‚ Comprehensive Financial Planning‚ Employee Benefit Plans‚ Estate Planning‚ Life Insurance‚ Retirement Planning‚ Tax Planning

100 2nd Avenue S, Suite 300, Edmonds, WA 98020

Call 425-776-0446

Website

Profile

Brad Wastler

LPL Financial

3 out of 5 rating2 Reviews

Brad Wastler is licensed as a financial advisor and is based out of Saint Louis, MO. Wastler works for LPL Financial and has successfully completed the Series 7, 8, 24,... show more

Specialties: Business Insurance‚ Charitable Giving‚ College Planning‚ Comprehensive Financial Planning‚ Estate Planning‚ Life Insurance‚ Retirement Planning‚ Tax Planning

7707 Forsyth Blvd, Saint Louis, MO 63105

Call 314-746-4616

Website

Profile

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Financial Advisors

Ray Prospero, ChFC

Jori Guzhuna

William Thomas Fortner, CFP

Eric L. Russell

Michael L'amoureaux Scott, CFP

Chris Winkelmann, CFP

Gregory Alan Carr

Mark Burwinkel

Dale Terwedo, CFP, ChFC, CLU

Brad Wastler

Questions & Answers

Ask the Experts

Important Disclosures