14 National Association of Certified Financial Fiduciaries

CFF Directory

Finding a financial professional you can trust is key to achieving a successful retirement.

Certified Financial Fiduciaries® (CFF) are sworn to uphold the highest moral, ethical and fiduciary standards of service when providing advice to potential or existing clients. By choosing to work with a Certified Financial Fiduciary® you can be confident that your best interests will always come first!

National Association of Certified Financial Fiduciaries

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Suzanne Lucas, CFF

Lucas Financial and Insurance Solutions

1732 Aviation Blvd #206
Redondo Beach CA 90278

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Jim Cooper, CFF

Jim Cooper Insurance

6 Victoria Circle
Rochester NH 03867

  • Phone: 603-973-6117

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Gregory Carter, CFF

Carter Financial

3355 Lenox Rd. NE Suite 1000
Atlanta GA 30326

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Jeffrey Costello, CFF

Beneficial Wealth

184 Liberty Corner Rd. Suite 315
Warren NJ 07059

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Roger Bonner, CFF

Graham Capital Inc.

4950 W. Kennedy Blvd. Suite 101
Tampa FL 33573

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Markens Benoit, CFF

Omniverse Financial & Insurance Services

237 Park Avenue
Worcester MA 01609

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Richard Carlesco Jr. LUTCF, CFF

IBN Financial Services, Inc.

8139 Mesa Lane
Liverpool NY 13090

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Brandy Seats, CFF

The Avalon Financial

10 Sunset Ridge SE
Cartersville GA 30121

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Phil Putney, CPA/PFS, MST, CFF

AFS Wealth Management

22029 Farmington Road
Farmington Hills MI 48336

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Bob Palmer, CFF

NEXT Financial Group, INC

1965 Mountain Top Lane
Cookeville TN 38506

  • Phone: (931) 252-9153

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All fiduciaries are not the same. CFF is the standard of Excellence.