OND Financial Solutions
Firm specializes in retirement, estate, insurance, and charitable planning.
Our Family Manager
Provides wealth management, investment advice and financial planning.
Parsec Financial Management
Provides fee-based financial planning, retirement consulting and estate plans.
Pauley Financial Services, Inc.
Fee-only financial planning and investment advisory firm.
Pinnacle Investments, Inc.
Offering financial planning advice to the general public including free consultation. Based in East Syracuse, New York.
Planning Templates, Inc.
Offers a financial planning calculator suite that works with Microsoft Excel.
Professional Capital Ltd.
Offering financial planning services to private clients, company directors and businesses. Specializing in investment, retirement and tax issues.
The Prosperitas Group
Independent multi-client family office specializing in centralized management and wealth stewardship services for successful individuals and families.
Prudential
Provides financial planning information and tools.
Raymond James Financial, Inc
Providing individual investors and corporations with investment, financial planning, investment banking and asset management services internationally.
Registered Financial Planners Institute
Recognizes qualified individuals who are in the field of financial planning.
Relaince Financial Services, N. A.
Provides asset management, personal trust, and retirement plan administration.
Resource Analyst
Financial planning software for the professional planner.
RJB Financial
Offers free financial planning and investor education.
SAK Financial
Provides business succession, wealth diversification, estate planning and tax strategies.
Saunoris Financial Services
Provides an array of financial services and business advisory services.
SaveWealth.com
Financial guide provides information on estate planning, tax reduction, wills, living trusts and retirement planning.
ScenarioNow Inc.
A financial software and sales training company for financial advisors.
Self Worth Financial Planning
Providing financial planning and investment advice on an hourly, as-needed basis.
SIBI Group
Financial planning boutique offering estate, investment and retirement planning.
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