Planner

• Madeline Moore, CFP, AIF (Financial Planner and Investment Manager)
  
  Madeline Moore, a Certified Financial Planner professional with over twenty-five years of experience as an educator, non-profit fundraiser, financial planner, investment manager, and community activist, assists clients in breaking down the mystique t ...
  http://www.madelinemoore.com/

• The Shobe Financial Group (Shobe & Associates, Inc)
  
  Chairman of The Shobe Financial Group, Ed has over 35 years’ experience in the financial services industry specializing in comprehensive financial planning for individuals and closely-held businesses. He is a Certified Financial Planner™ practitioner ...
  http://www.shobe.com/

• 1031 Tax Savings (Tax And Consulting Services To Real Estate Investors)
  
  1031TaxSavings was founded by Frank Dunn, Certified Public Accountant, who has provided tax and consulting services to real estate investors since 1973. During this time, he has served as an instructor for income tax classes at Portland State Univers ...
  http://www.1031taxsavings.com/

• Sadoff Investment Management LLC
  
  Sadoff Investment Management LLC is an independent fee-based investment advisory firm that emphasizes excellent long-term performance with reduced risk and outstanding customer service. We are a family-owned business, established in 1978, with a focu ...
  http://www.sadoffinvestments.com/

• Sheaff Brock Investment Advisors, LLC.
  
  As a founding principal of Sheaff Brock Investment Advisors, LLC Dave shares responsibility for setting investment policy, asset allocation, and security selection for the companys managed accounts. He also consults with the clients of Sheaff Brock o ...
  http://www.sheaffbrock.com/

• Tonello Capital Management
  
  John R. Tonello & Co., Ltd. was founded in 1988 by Jack Tonello, a licensed CPA and Certified Financial Planner. Jacks philosophy is that accounting and asset management should be proactive, not reactive practices. When working with business owners, ...
  http://www.tonellomanagement.com/

• Dow Investment Group, LLC (Sent Advice For Generations)
  
  Clifford Dow is a native of, and grew up in, New England. He graduated in 1957 with a Bachelors degree in physics from Harvard College, and in 1960 with a Master of Business Administration degree in finance from the Harvard Business School. He is a C ...
  http://www.dows.com/

• Xplan Technology Australia
  
  XPLAN TECHNOLOGY is an independent software company dedicated to providing financial planning professionals with leading-edge enterprise solutions to professionally and efficiently meet the needs of their clients. XPLAN TECHNOLOGY was founded by Jas ...
  http://www.xplantechnology.com/

• Field Stone Financial ( financial planning and investment advisory firm)
  
  The Fieldstone Financial Management Group is a specialized financial planning and investment advisory firm that works with people on the doorstep of retirement, and those already retired. Because we believe in a multidisciplinary approach to comprehe ...
  http://www.fieldstonefinancial.com/

• Catalyst Financial Planning and Investment Management, Inc.
  
  Madelyn has been an investment consultant for twenty-three years and a Certified Financial Planner™ during the last fourteen. Her work as Assistant Professor and Director of Financial Planning Programs at Golden Gate University brings a highly sophis ...
  http://www.catalystim.com/