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

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Fiduciary

Al Procaccino II, MBA, CFP, CFS, Certified Financial Fiduciary®

Castle Financial and Retirement Planning Associates, Inc.

590 Madison Avenue 21st Floor
New York NY 10022

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Al Procaccino II, MBA, CFP, CFS, Certified Financial Fiduciary®

Castle Financial and Retirement Planning Associates, Inc.

740 River Road Suite 208 & 209
Fair Haven NJ 07704

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Al Procaccino II, MBA, CFP, CFS, Certified Financial Fiduciary®

Castle Financial and Retirement Planning Associates, Inc.

4851 Tamiami Trail North Suite 200
Naples FL 34103

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Donald F. Murphy, Certified Financial Fiduciary®

DFM Financial

204 Bowling Forest Lane
Blairsville GA 30512

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William M. Fjeran, Certified Financial Fiduciary®

NMIN Advisor

1200 Woodruff Rd Suite A3
Greenville SC 29607

  • Phone: 888-277-4456 ext. 204
  • Website

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Victoria Gunvalson, Certified Financial Fiduciary®

Coto Insurance & Financial Services

200 Spectrum Center Drive #150
Irvine CA 92618

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John (Jack) T. Peregrim, Certified Financial Fiduciary®

Paragon Development, Inc.

380 Moin St Unit 12
Wallingford CT 06492

  • Phone: 203-507-3826

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Michael D. Hodgson, Certified Financial Fiduciary®

Coastline Capital Management

Easton Town Center 4200 Regent Street Suite 200
Columbus OH 43219

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David Driggers, Certified Financial Fiduciary®

Safe Money Consultants

3355 Lenox Rd NE Suite 750
Atlanta GA 30326

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Larry L. Lowder, Certified Financial Fiduciary®

Lowder Financial Group

175 Strafford Ave. Suite One
Wayne PA 19087

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