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

Debra Bell, Certified Financial Fiduciary®

Your Secure Wealth

4501 Russell Pkwy Suite 32
Warner Robins GA 31088

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Tim Lambros, Certified Financial Fiduciary®

Trajan Wealth

3567 W. Sunrise Dr #133
Tucson AZ 85718

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Jonathon Aggen, Certified Financial Fiduciary®

Midwest Investment Services, LLC

7000 W. Palmetto Park Rd. Suite 210
Boca Raton FL 33433

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Jeffrey Kropp, Certified Financial Fiduciary®, RFC®

Sherpa Financial

722 Yorklyn Rd STE 300
Hockessin DE 19707

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Edward Papier, Certified Financial Fiduciary®, CIMA®

Amadeus Wealth Alternatives

14 Penn Plaza 9th Floor
New York NY 10122

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Robert Scott Batchelar, Certified Financial Fiduciary®, RICP

USA Financial

200 Paddock Lane
Boxborough MA 01719

  • Phone: 617-290-2274

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G. Wade Evans, Certified Financial Fiduciary®

Evans Investment Advisors, LLC

6713 Perkins Rd.
Baton Rouge LA 70808

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Richard Allison, Certified Financial Fiduciary®

Allison Wealth Management

1375 Exposition Blvd. Suite 201
Sacramento CA 95815

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Christopher Urso, Certified Financial Fiduciary® , LUTCF

Urso Financial Management & Consulting, LLC

26 Oakham Row
Manchester NJ 08759

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Brad Pitole, Certified Financial Fiduciary®

Trinity Insurance and Financial Services, INC

5511 N. Farmer Branch Rd Suite 101
Ozark MO 65721

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