Finding a financial professional you can trust is key to achieving a successful retirement.

Certified Financial Fiduciaries® are sworn to uphold the highest moral, ethical and fiduciary standards of service when providing advice to potential or existing clients. By choosing to work with a Certified Financial Fiduciary® you can be confident that your best interests will always come first!

National Association of Certified Financial Fiduciaries

Find a Certified Financial

Anthony Engrassia, Certified Financial Fiduciary®, ChFC, LUTCF

Wealth Management Strategies, Inc.

204 N. Winstead Ave
Rocky Mount NC 27804

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Brian Walsh, Certified Financial Fiduciary®, CLU, ChFC, RFC

Walsh & Nicholson Financial Group

119 W. Wayne Ave.
Wayne PA 19087

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Julie Manning, Certified Financial Fiduciary®, RICP

Keystone Financial Planning

3229 Anderson Highway Suite 300
Powhatan VA 23139

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Ralph L. Gale, Jr., Certified Financial Fiduciary®, CLTC

FIREproof Wealth Management, LLC

3033 Orchard Vista Drive Suite 105
Grand Rapids MI 49546

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Christina Lamb, Certified Financial Fiduciary®

Nelson Financial Planning

423 Country Club Drive
Winter Park FL 32789

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Michael Lee, Sr, Certified Financial Fiduciary®

Primerica Financial

217 East Ave D
Killeen TX 76542

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Colton Cockerell, Certified Financial Fiduciary®

Sharer McKinley Group, LLC

820 South Friendswood Drive Suite 207
Friendswood TX 77546

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Robert Crane, Certified Financial Fiduciary®

The Crane Financial Group

500 E Fort King Suite A
Ocala FL 34471

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Gene Bond, Jr., Certified Financial Fiduciary®

Bond Financial Group

574 Highland Colony Parkway Suite 320-P
Ridgeland MS 39157

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Edward Wells, Certified Financial Fiduciary®

North Shore Wealth Management Group

5000 Merrick Road
Massapequa NY 11758

  • Phone: (516) 576-8886 x213
  • Website

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All Fiduciaries are not the same. Certified Financial Fiduciary® is the standard of Excellence.