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Resource Directory Search

Search Criteria Area: All Areas

Financial Planners

 

There are several professional associations of financial planners with codes that members are expected to uphold. You can contact them for referrals to planners in your area, or you can use the resources in this section to obtain helpful information about financial matters and a listing of Certified Financial Planners (CFP) in your area.

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Certified Financial Planner

1425 K Street NW #800
Washington , DC  20005
http://www.letsmakeaplan.org
mail@cfpboard.org
Phone: 202-379-2200
Phone Extension: N/A
Area(s) Served: Nationwide Contracted Provider:
Description:   A Web site that helps you understand the importance of financial planning, provides resources and tips to get started, and helps you find a certified financial planner in your area. 
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Financial Planning Association

7535 E. Hampden Ave
Denver , CO  80231
http://www.fpanet.org
info@onefpa.org
Phone: 303-759-4900
Phone Extension: N/A
Area(s) Served: Nationwide Contracted Provider: Not Applicable
Description:   Provides information and consumer referrals for a Certified Financial Planners. This site also offers many helpful articles regarding the financial aspect of caring for loved ones.
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National Association of Personal Financial Advisors

8700 W. Bryn Mawr Avenue
Chicago , IL  60631
http://www.napfa.org
info@napfa.org
Phone: 847-483-5400
Phone Extension: N/A
Area(s) Served: Nationwide Contracted Provider: Not Applicable
Description:   Provides financial information and consumer referral for a NAPFA Certified Financial Professionals
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Ohio Department of Commerce

77 South High Street
Columbus , OH  43215
http://www.com.ohio.gov
securitiesgeneral.questions@com.state.oh.us
Phone: 614-644-7381
Phone Extension: N/A
Area(s) Served: Statewide Contracted Provider: Not Applicable
Description:   Oversees the securities marketplace in Ohio. Responsible for providing investor protection and enhancing capital formation by administering and enforcing the Ohio Securities Act. File a complaint on line or use the hotline.
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Society of Financial Service Professionals

3803 West Chester Pike
Newtown Square , PA  19073
http://www.financialpro.org

Phone: 610-526-2500
Phone Extension: N/A
Area(s) Served: Nationwide Contracted Provider: Not Applicable
Description:   Provides financial information and consumer referrals for Financial Service Professionals.

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