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Savingforcollege.com maintains this directory of financial advisors and other professionals for readers who are considering turning to a professional advisor for college savings guidance. Financial advisors can help you determine which 529 plan or other investment vehicle is best for your needs, and recommend investment allocations to reach your goals. The professionals listed here help clients with education planning needs as part of their regular practices. Those who have a "529 Pro" badge on their profile have passed Savingforcollege.com's 25 question exam covering various college planning and funding topics.
At Aevitas Wealth Management, we believe that trust and understanding are the cornerstones of a successful, long-term Advisor/Client relationship. Wor...Read More
Feel free to contact one of our managing partners, Shawn Williamson CFP®, or Assaf Pinchas, CFP®.
There are lots of strategies for college savings and finding the right one for you will take time getting to know you and your situation. After I do ...Read More
Steve Kutlenios is a CERTIFIED FINANCIAL PLANNER practitioner, Chartered Financial Analyst and Certified College Planning Specialist®, who has bee...Read More
MJP Wealth Advisors is a comprehensive wealth management firm that helps individuals plan for their financial needs now and into retirement. Founded i...Read More
What makes Jason Different?- I provide Life Event planning services- Wealth Management process over product- Customize...Read More
For any parent, envisioning your child's educational aspirations and abilities can be exciting and a bit overwhelming. But it's an important componen...Read More