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Widows and Financial Planning
Arizona
Afolabi C. Odejimi
The ODYSSEY Group, LLC
4545 N 36th St
Ste 212
Phoenix, AZ 85018-3474
602-954-9213
California
Linda A. Barlow
FPA - Orange County Society
2700 N Main St
Ste 850
Santa Ana, CA 92705-6676
714-953-1232
Percy Ermon Bolton
Percy E Bolton Associates Inc.
1127 E Green St
Pasadena, CA 91106-2505
626-737-7140 (3)
John S. Longstaff
Beechwood Wealth Advisors, LLC
215 W. Fallbrook Ave
Suite 121
Fresno, CA 93711-5881
559-320-8200 ()
Roger T. Smith
Planned Solutions, Inc.
9833 Horn Road
Suite E
Sacramento, CA 95827-1945
916-361-0100
Laura Ann Tarbox
The Tarbox Group, Inc.
500 Newport Center Dr
Ste 500
Newport Beach, CA 92660-7005
949-721-2330
Benjamin W. Wong
Financial Telesis Inc.
7011 Koll Center Parkway
Suite 260
Pleasanton, CA 94566-3139
925-227-8858
Colorado
Alice G. Bullwinkle
Capital Investment Counsel, In
210 University Blvd
Ste. 550
Denver, CO 80206-4620
303-329-9000
Susan H. O'Grady
EQUIPOISE Wealth Management, I
1805 South Bellaire Street
Suite 340
Denver, CO 80222-4317
303-765-4422 (223)
Mark Joseph Smith
M J SMITH AND ASSOCIATES
9635 Maroon Cir
Ste 230
Englewood, CO 80112-5927
303-768-0007 (300)
Grace C. Wellwerts
Rocky Mountain Planning Group, Inc
PO Box 2882
48 E Beavercreek Blvd, Ste 308
Avon, CO 81620-2882
970-949-9281
Grace C. Wellwerts
Rocky Mountain Planning Group, Inc
48 E Beaver Creek Blvd
Ste 308
Avon, CO 18620
970-949-9281
Connecticut
Barbara A. Comer
Comer & Greak Finl Consultants
75 Stevenson Rd
New Haven, CT 06515-2435
802-362-5400
Marilyn S. Steinmetz
Mutual Service Associates
30 Tower Ln
Avon, CT 06001-4231
860-674-2466
Florida
Mari B. Adam
Adam Financial Associates Inc
2424 N. Federal Highway
Ste 369
Boca Raton, FL 33431-7781
561-417-0001
Kathryn N. Bickford
Trinity Advisors, LLC
5961 Golden Oaks Ln
Naples, FL 34119-1215
239-641-7574
Kathleen P. Day
The Enrichment Group
7355 SW 87th Ave
Ste 300
Miami, FL 33173-3565
305-274-1600
Harold R. Evensky
Evensky & Katz Wealth Management
241 Sevilla Ave
Ste 902
Coral Gables, FL 33134-6619
305-448-8882
Harold R. Evensky
Evensky & Katz Wealth Management
2333 Ponce De Leon Blvd
Penthouse
Coral Gables, FL 33134-5407
305-448-8882
Barry M. Freedman
Freedman Financial
8541 Fairway Bend Dr
Fort Myers, FL 33912-5515
978-531-8108
Deena B. Katz
Texas Tech University
2333 Ponce De Leon Blvd
Ste 1100
Coral Gables, FL 33134-5434
806-742-5050 (237)
Daniel B. Moisand
Moisand Fitzgerald Tamayo, LLC
6767 N Wickham Rd
Ste 400
Melbourne, FL 32940-2025
321-253-5400
Edward J. Santos
Santos Associates-Accountants
1961 N W 150th STREET
SUITE # 104 (SIDE ACCESS)
PEMBROKE PINES, FL 33028-2876
954-437-1040
Marianne  Shine
Shine Financial Inc
1191 E Newport Center Dr
Ste 107
Deerfield Beach, FL 33442-7736
954-428-4007
Georgia
Jack C. Harmon
Harmon Financial Advisors Inc
115 Perimeter Center Pl NE
Ste 1190
Atlanta, GA 30346-1238
770-394-5225
Jonathan  Sard
Sard Wealth Management Group,
1100 Johnson Ferry Rd NE
Ste 695
Atlanta, GA 30342-1709
404-843-4483
Illinois
Diane R. Maloney
Beacon Financial Planning Serv
15409 S. Route 59
Plainfield, IL 60544-2691
815-577-0029
Indiana
Elaine E. Bedel
Bedel Financial Consulting
9190 Priority Way West Dr
Ste 120
Indianapolis, IN 46240-1437
317-843-1358
Noel W. Reitmeister
Wells Fargo Advisors LLC
1477 E 83rd Ave
Merrillville, IN 46410-6307
219-738-6430
Kansas
Richard W. Stumpf
Financial Benefits Inc
3500 N Rock Rd
Bldg 300
Wichita, KS 67226-1341
316-315-0147
Kentucky
David K. Bohannon
Consultants Corner Inc
9 Bersheba Dr
Louisville, KY 40245-4903
502-241-4434
Todd W. Reed
Bottom Line Services
486 Helton St
Williamstown, KY 41097-3526
859-824-7800
Louisiana
Scott E. Bordelon
FIM Advisors
PO Box 1723
Covington, LA 70434-1723
985-893-1440 (109)
Scott E. Bordelon
FIM Advisors
72108 Ramos Ave
Ste D
Covington, LA 70433-8861
985-893-1440 (109)
Massachusetts
Barry M. Freedman
Freedman Financial
8 Essex Center Drive
Peabody, MA 01960-2959
978-531-8108
Raymond C. Julian
Winslow, Evans & Crocker
175 Federal St
Boston, MA 02110-2224
617-896-3565
Raymond C. Julian
Winslow, Evans & Crocker
1 Batterymarch Park
Ste 305
Quincy, MA 02169-7454
617-896-3565
Spring B. Leonard
SBL Financial Enterprises
57 Main St
Norfolk, MA 02056-1416
508-520-1144
Debra  Alyse Neiman
Neiman & Associates Financial Services, LLC
22 Mill Street
Suite 303
Arlington, MA 02476-4744
781-641-5700
Maine
Barry L. Kohler
BDMP Wealth Management
100 Middle St
Portland, ME 04101-7120
207-541-2307
Michigan
Marilyn Capelli Dimitroff
Capelli Financial Services Inc
40950 Woodward Ave
Ste 140
Bloomfield Hills, MI 48304-5124
248-594-9282
James M. Knaus
Global Wealth Advisors LLC
200 E. Big Beaver
Troy, MI 48083-1208
248-457-4555
Frances E. Twiddy
Frances Twiddy Associates
22811 Greater Mack Ave
Ste 110
Saint Clair Shores, MI 48080-2053
586-888-8200
Minnesota
Willie J. Price
Mutual Service Corporation
3471 Siems Ct
Arden Hills, MN 55112-3639
651-636-0869
Missouri
M. Eileen Dorsey
Money Consultants Inc
7420 Williamsburg Colonial Ln
Saint Louis, MO 63119-4444
314-963-9813
North Carolina
James Eugene Corlett
Ameriprise Financial Advisors
950 Graves Street
Ste G
Kernersville, NC 27284-3246
336-996-1730
Clifton N. McIntire
Morgan Keegan Company
6805 Morrison Blvd
Ste 350
Charlotte, NC 28211-3575
704-442-4706
New Jersey
Diahann W. Lassus
Lassus Wherley
1 Academy St
New Providence, NJ 07974-1842
908-464-0102
Saul M. Simon
Simon Financial Group
399 Thornall Street 12th Floor
Edison, NJ 08837-2236
732-623-2070
New York
Anne C. Chernish
Anchor Capital Management, LLC
315 Taughannock Blvd
Ithaca, NY 14850-3230
607-272-0004 (12)
Charles G. Hughes
C G Hughes Company LLC
21 Maple Ave
Bay Shore, NY 11706-8752
631-665-7881
Jill M. Peetluk Feinstein
PO Box 122
Northport, NY 11768-0122
631-390-5505
Jill M. Peetluk Feinstein
PO Box 122
Northport, NY 11768-0122
631-390-5505
Ohio
Ralph W. Lunt
TheRetirementPeople.com
37271 Colorado Ave.
Avon, OH 44011-1527
440-537-1469
Larry  Waller
Waller Financial Planning Grp
941 Chatham Ln
Ste 212
Columbus, OH 43221-2416
614-457-7026
Oregon
Marilyn R. Bergen
CMC Advisers LLC
PO Box 69468
Portland, OR 97239-0468
503-227-5284
Marilyn R. Bergen
CMC Advisers LLC
PO Box 69468
Portland, OR 97239-0468
503-227-5284
Charles P. Jones
The H Group Inc
3395 SW Garden View Ave
Portland, OR 97225-3547
503-291-1313
Kathleen J. Kee
Pacific Investment Advisors
1211 SW 5th Ave
Ste 1050
Portland, OR 97204-3705
503-221-7535
Deborah L. Thomas
Silver Oak Advisory Group
1130 SW Morrison St
Ste 610
Portland, OR 97205-2217
503-242-1715
Pennsylvania
Arnold H. Graf
NEBSCO Financial Services
4107 Meadow Lane
Newtown Square, PA 19073-1611
610-322-5596
Diane M. Pearson
Legend Financial Advisors Inc
5700 Corporate Dr
Ste 350
Pittsburgh, PA 15237-5856
412-635-9210 (120)
South Carolina
Kyra H. Morris
Morris Financial Concepts
107 Pitt St
Mount Pleasant, SC 29464-5318
843-884-6192
Tennessee
William B. Howard
William Howard & Co Financial Advisors, Inc.
6410 Poplar Ave Ste 330
International Place II
Memphis, TN 38119-4839
901-761-5068
Texas
Bill E. Carter
Carter Financial Management
12222 Merit Dr
Ste 1800
Dallas, TX 75251-3296
214-363-4200
David H. Diesslin
Diesslin & Associates
303 Main St
Second Floor
Fort Worth, TX 76102-4067
817-332-6122 (216)
Alan  Goldfarb
Weaver Tidwell Wealth Management
12221 Merit Dr
Ste 1400
Dallas, TX 75251-2280
972-448-6971
Sharon R. Luker
LTC Planning Consultants
3525 Haversham Dr
Plano, TX 75023-6100
972-379-4785
Katherine L. Maxwell
Maxwell Financial Services, In
14673 Midway Rd
Ste 100
Addison, TX 75001-3174
972-991-7887
Viktor  Szucs
Quest Capital Management Inc
8235 Douglas Ave
Ste 500
Dallas, TX 75225-6005
214-691-6090
Edna J. Thompsen
Edna J. Thompsen, CFP
12707 North Fwy
Ste 465
Houston, TX 77060-1238
281-873-5850
Virginia
Eleanor K.H. Blayney
Directions, LLC
7230 Aynsley Lane
Mc Lean, VA 22102-2919
703-624-5568
Patricia P. Houlihan
Houlihan Financial Resource Gr
11911 Freedom Dr
Ste 580
Reston, VA 20190-5629
703-796-0800
Vermont
Barbara A. Comer
Comer & Greak Finl Consultants
PO Box 2247
Manchester Center, VT 05255-2247
802-362-5400
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