Financial Services

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Santoro Financial Planning Group
Contact Name
David Santoro, CFP(R), MBA
Address
51 Man-Mar Dr. Suite 5
Town/City
Plainville
State
Massachusetts
ZIP Code
02762
Phone
(508) 286-7900
Integrated Investment Strategies, Inc.
Contact Name
Daniel Lubs, CFP®
Address
600 E. Carmel Dr.
Town/City
Carmel
State
Indiana
ZIP Code
46032
Phone
(317) 843-5577
Hilliard Team
Business Name
Contact Name
Annette M Reed, CFP®, AAMS®, Jonathan M Stewart CFP®, AAMS®, Chris Ellwood
Address
Proudly Serving
Town/City
All Of
State
Ohio
ZIP Code
43026
Phone
Annette (614) 777-5873, Jonathan (614) 488-6725, Chris (937) 303-4887
Legacy Financial
Business Name
Contact Name
Anthony Pfaff
Address
17215 Studebaker Rd. Suite 395
Town/City
Cerritos
State
California
ZIP Code
90703
Phone
(562) 420-9060
Edward Jones
Business Name
Contact Name
Jacquelyn N. Hayes
Address
210 Oak Hill Rd. Suite A
Town/City
Paso Robles
State
California
ZIP Code
93446
Phone
(805) 238-0965
Thrivent Financial
Business Name
Contact Name
Gwenn E. Branstad, CFP®, FIC, CLTC®
Address
701 Xenia Ave. Suite 550
Town/City
Golden Valley
State
Minnesota
ZIP Code
55416
Phone
(763) 746-3132
Ameriprise Financial Services, LLC – FORTIFY Private Wealth Management
Contact Name
Anthony Pol, CFP®
Address
1150 Washington Rd.
Town/City
Washington
State
Pennsylvania
ZIP Code
15301
Phone
(724) 916-2233
Astra Wealth Management Group
Contact Name
Roddy Warren, CFP®
Address
5700 Granite Parkway, Suite 330
Town/City
Plano
State
Texas
ZIP Code
75024
Phone
(972) 674-1321
Equitable Advisors
Business Name
Contact Name
Abigail Robinson
Address
4000 Smith Road, Suite 300
Town/City
Cincinnati
State
Ohio
ZIP Code
45209
Phone
(260) 416-1820
Safe Harbor Wealth Advisors
Contact Name
Cory Sickles
Address
6099 Frantz Rd.
Town/City
Dublin
State
Ohio
ZIP Code
43017
Phone
(614) 760-0670