Directory

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

Certified Financial Fiduciaries® 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

Find a Certified Financial
Fiduciary

Rick McClanahan, Certified Financial Fiduciary®

Legacy First Financial Group LLC

8604 Cliff Cameron Dr ste 187
Charlotte North Carolina 28269

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Jaris Hansen, Certified Financial Fiduciary®

Retirement Planning Center

750 W. Eisenhower Blvd. Suite 300
Loveland CO 80537

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Glen Pier, Certified Financial Fiduciary®

Infinity Wealth Management, Inc.

3400 Sweeten Creek Road Suite A
Arden NC 28704

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Steven L. Crawford, Certified Financial Fiduciary® , RFC, MBA

FIG Wealth Advisors, LLC

15720 Brixham Hill Avenue Suite 300
Charlotte NC 28277

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Patti L. Lerch, Certified Financial Fiduciary® , CEP, MCEP, ChFEBC, CLTC

Hartquist & Noblet

15 Francis Ct
Stafford VA 22554

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Nora L. Hartquist, Certified Financial Fiduciary® , CEP®, ChFEBC ®, CLTC®,

GuidedQuest, LLC and Hartquist & Noblet, LLC

15 Francis Ct.
Stafford VA 22554

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David Morgan, Certified Financial Fiduciary® , MSFS, CEA

The R.E.A.P. Companies

4651 Salisbury Rd. Suite 400
Jacksonville FL 32256

  • Phone: 855-904-REAP (7327)
  • Website

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Glenn W. Mosseller, Certified Financial Fiduciary® , RFC

Roadmap Financial Consulting, LLC

109 Muirs Chapel Road
Greensboro NC 27410

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Timothy Kulhanek, Certified Financial Fiduciary® , CRPS

Stonebridge Insurance & Wealth Management

3801 Union Drive Suite 204
Lincoln NE 68516

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All Fiduciaries are not the same. Certified Financial Fiduciary® is the standard of Excellence.