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DIRECTORY OF
FINANCIAL ADVISORS
|
Looking for a financial advisor? Why not contact an advisor who is familiar with the issues that affect you and your colleagues?
Below is a directory of financial advisors with experience dealing with the various financial planning issues common to
real estate professionals:
Contact a Financial Advisor listed below by email.
Financial Advisors: Get more info on how to be listed below.
|
|
State |
Metropolitan
Area |
Advisor &
Firm Name |
Telephone # &
E-Mail Address |
Broker/Dealer Info
(securities offered
through) |
|
CA |
Sacramento |
Mark 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 |
|
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, MD, VA |
Sheila Woodard, CPA
Woodard
& Associates WealthCare Services |
(301) 476-9549
Send Email |
1st Global Capital
Corporation
Member, NASD/SIPC
8150 N Central Expressway Suite M-1000
Dallas, TX 75206
(800) 959-8400 |
|
NY |
Long Island |
Harry R. Wigler, CPA/PFS |
(516) 677-5015
Send Email |
N/A
Wealth Accumulation and Income Protection for Real Estate Professionals |
|
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 |
(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
|
|
| |
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