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independent firm serving individuals, we serve as fiduciaries -- without the interference of sales managers and fee-only Registered Investment Advisor. Service: Our team strips away the financial jargon and speaks to English. We take a look at their financial problems through multiple lenses - investment, tax, law,

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Lula Financial is a boutique financial services firm. We work with clients to strengthen their finances in the following areas: Retirement Planning 401(k)/403(b) Rollovers IRA/Roth IRA Investment Strategy Student Loan Debt Credit Card Debt Life Insurance We are fee-only investment advisors and fiduciaries.

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are assured of receiving financial advice that is tailored to their best interests, as fiduciaries are obligated by law to prioritize their clients' interests over all else. The advisors at

decisions. Our staff is comprised of CERTIFIED FINANCIAL PLANNER™ Professionals who have passed the FINRA financial planning areas. We are registered with the State of California as a Registered Investment Advisor a great emphasis on maintaining high standards of ethical performance and superior customer service.

Cognizant Wealth Advisors is an independent, fiduciary financial planning firm that assists clients in making informed to ensure that our clients make the best financial choices for themselves. If you would like to

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Windfall Advisors is a fee-only, fiduciary, and sudden wealth financial advisory firm specializing in protecting, planning, and growing financial windfalls

Horizon Harvest Financial Planning is a fee-only investment firm that puts your interests first. Our fiduciary promise means possible. Our team of experienced advisors are here to help make your financial life simpler and give you

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Planning Within Reach has been a financial planning, investment management and tax preparation provider in a customized financial plan to secure their financial future. We are an independent Registered Investment Advisor and fiduciary that does

free consultation to discuss your tax and financial planning needs. Our team specializes in income reporting and competitive fees. Our advisors are certified fiduciaries and investment advisor representatives who provide face-tohelp you minimize volatility and maximize your financial success. If you would like to learn

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Group, we specialize in providing personalized financial planning and asset management services to successful 's needs. We always act as a fiduciary, meaning that our advice is always with Financial Alliance, Inc. (SFA). Jeff McClenning, CFP and Andrew Crane are registered representatives and investment advisor

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At Lynch Financial Group, we are committed to providing retirees and with the best wealth management services. Our advisors have a fiduciary responsibility to act in their client's 30 years of experience in financial planning, helping our clients reach their financial goals.Our experienced team is