Top Retail Financial Planning Companies

Discover Financial Planning companies serving the Retail industry. Compare services, pricing, and capabilities to find the right partner on Edverise.

How this list is built

We evaluate companies on verified profile data: services, pricing, locations, and portfolio. Client reviews are being collected. We may earn a fee for some placements. How we rank and verify

286 Companies

Top Retail Financial Planning Companies

Covello Financial Group Inc.
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Covello offers comprehensive support for financial services, guiding you through the complexities of Group Benefits, Group Retirement, Estate & Succession Planning, and Financial Planning with assurance. Our tailored approach ensures that each solution aligns perfectly with your unique financial goa
Highlights
10-49
Employees
Thunder Bay, Ontario, Ca
Services Provided
40% Financial Planning
20% Estate Planning Services
25% IT Infrastructure & Hosting Services
15% Event Management
AI Summary
“Covello Financial Group Inc. provides tailored financial services including benefits, retirement, estate, and financial planning, fostering client success through personalized guidance and a collaborative professional network.”
Stars and Sand Financial
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Stars and Sand Financial is a fiduciary financial planning firm located in Vacaville, California, focused on assisting individuals and families in managing their resources wisely and faithfully. Inspired by Genesis 22:17, our advisors excel in retirement planning, investment management, tax-efficien
Highlights
2-9
Employees
Vacaville, California, Us
Services Provided
40% Financial Planning
25% Wealth Management
15% Tax Planning
20% Estate Planning Services
AI Summary
“Stars and Sand Financial is a fiduciary firm in Vacaville, CA offering comprehensive financial planning, investment management, tax, and estate services aligned with Christian values for clients locally and nationwide.”
Genesis Wealth Advisor Group, LLC
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Assisting Individuals, Families & Business Owners in Creating, Safeguarding & Transferring Wealth Genesis Wealth Advisor Group, LLC is an independent fiduciary financial advisor located in Marlton, New Jersey, catering to clients in South Jersey, Greater Philadelphia, and throughout NJ, PA, DE, NY,
Highlights
2-9
Employees
Evesham, New Jersey, Us
Services Provided
34% Financial Planning
33% Financial Advisory & Consulting
33% Insurance Services
AI Summary
“Genesis Wealth Advisor Group, LLC provides fiduciary financial advising, wealth management, retirement planning, and tax-efficient strategies to individuals, families, and business owners across multiple U.S. states.”
Yvonne Salsbury - State Farm Insurance Agent
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With 35 years of experience, our goal is to protect the assets and income of our clients as if they were our own family, while also helping them prepare for a more secure financial future. License #: SC-4714032 Yvonne Salsbury - State Farm Insurance Agent. You can find us at 395 Seaboard St., Myrtle
Highlights
2-9
Employees
Myrtle Beach, South Carolina, Us
Services Provided
70% Insurance Services
30% Financial Planning
AI Summary
“Yvonne Salsbury, a State Farm Insurance Agent with 35 years' experience in Myrtle Beach, offers personalized asset protection and financial security planning for clients.”
Vistica Wealth Advisors
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What began as a family business concept in 2015 has evolved into a reliable advisory resource for numerous individuals across California and other states. Our firm is founded on the principle that everyone deserves better service, and we are committed to prioritizing our clients’ interests to achiev
Highlights
2-9
Employees
Carlsbad, California, Us
Services Provided
70% Wealth Management
30% Financial Planning
AI Summary
“Vistica Wealth Advisors provides expert wealth management and retirement planning across the U.S., prioritizing client interests through fiduciary commitment within a trusted advisory network.”
Ferguson Johnson Wealth Management
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Since 1978, Ferguson-Johnson Wealth Management has been a dependable partner for retirees, pre-retirees, and government employees in Maryland, Virginia, and the District of Columbia. As a fee-only registered investment advisory firm, we offer customized investment management, retirement planning, ta
Highlights
2-9
Employees
Rockville, Maryland, Us
Services Provided
39% Financial Planning
30% Wealth Management
20% Retirement Planning Services
11% Tax Consulting
AI Summary
“Ferguson-Johnson Wealth Management is a fee-only advisory firm providing tailored investment, retirement, tax, and financial planning services, prioritizing client-focused, independent, and disciplined strategies.”
Mills Wealth Advisors
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Mills Wealth Advisors is a fiduciary, fee-only Registered Investment Adviser (RIA) located in Southlake, Texas, catering to clients in Westlake, Grapevine, Colleyville, Keller, Trophy Club, Dallas, and Fort Worth. With over 25 years of experience, our CFP® professionals focus on comprehensive wealth
Highlights
2-9
Employees
Southlake, Texas, Us
Services Provided
39% Financial Planning
30% Wealth Management
20% Retirement Planning Services
11% Tax Planning
AI Summary
“Mills Wealth Advisors, a fiduciary RIA in Texas, provides comprehensive wealth management, retirement planning, tax strategies, and exit planning with personalized, fee-only service to affluent clients.”
KMK Ventures Private Limited
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KMK consists of a team of over 320 professionals, including CPAs and Chartered Accountants, collaborating with companies in the US to provide comprehensive Financial Planning & Analysis (FP&A), accounting, and tax services. We function as an extended back office for your finance and accounting needs
Highlights
< $25/hr
Avg Hourly Rate
250-999
Employees
Ahmedabad, Gujarat, In
Services Provided
50% Accounting Services
30% Financial Planning
20% Tax Preparation Services
AI Summary
“KMK Ventures Private Limited provides comprehensive FP&A, accounting, and tax services to over 200 US clients, leveraging a skilled Indian team to ensure cost-efficient finance back-office solutions.”
4P Finance & Accounting Solutions
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4P Finance & Accounting Solutions approaches the outsourcing of finance and accounting differently. Instead of merely providing services, we view ourselves as partners with our clients. We believe that our successes are intertwined. While we can manage your financial operations effectively, our prim
Highlights
$10,000+
Min Project Size
$50-99/hr
Avg Hourly Rate
10-49
Employees
Services Provided
39% Accounting Services
40% Financial Planning
11% Business Consulting Services
10% Risk Management Services
AI Summary
“4P Finance & Accounting Solutions partners with clients to deliver comprehensive outsourced finance and accounting services, integrating technology, strategic planning, and compliance for long-term success.”
Texas Financial Advisory
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Texas Financial Advisory is a full-service, independent wealth management firm located in Texas. We focus on offering customized financial planning, investment advice, insurance, and tax services to individuals, families, and business owners. Our goal is to empower our clients by providing proactive
Highlights
10-49
Employees
San Antonio, Texas, Us
Services Provided
40% Financial Planning
30% Wealth Management
15% Insurance Services
15% Tax Consulting
AI Summary
“Texas Financial Advisory is an independent wealth management firm in Texas delivering tailored financial planning, investment guidance, insurance, and tax services to individuals and businesses.”

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