LGBTQ Gay Lesbian Financial Planners

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Edward Jones, Financial Advisor Gabe Csizmadia
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Edward Jones, Financial Advisor Gabe Csizmadia

Orlando

Florida

As a Financial Advisor with Edward Jones, I help people by understanding what's important to them, and develop strategies to help them achieve their ... more details   Contact This Business

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Mindy Neira, CFP, ChSNC (LGBTQ Financial Planner)
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Mindy Neira, CFP, ChSNC (LGBTQ Financial Planner)

Westwood Paramus NU

New Jersey

As LGBTQ financial advisors, planners and allies, we take special care in listening. We want to hear about your unique goals and concerns more details   Contact This Business

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Jennifer Hatch, Certified Financial Planner CFP® ADPA®
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Jennifer Hatch, Certified Financial Planner CFP® ADPA®

New York, NY

New York

Christopher Street Financial is the premier firm providing life and wealth management for the gay, lesbian and supportive community since 1981. more details   Contact This Business

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Thinking Big Financial - Planning & Investment Firm
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Thinking Big Financial - Planning & Investment Firm

New York, NY

New York

Thinking Big Financial, Inc. Is a financial planning and investment management firm. Based in New York City and working virtually. Please inquire for ... more details   Contact This Business

Partnership Wealth Management, Financial Planning
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Partnership Wealth Management, Financial Planning

Towson, Yorktown, Baltimore, MD

Maryland

Fee-only LGBT & Pension planning specialists. We use customized financial planning strategies in a comfortable environment. We're locally owned and ... more details   Contact This Business

Katie Kimball - Financial Advisor
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Katie Kimball - Financial Advisor

Lynn, Boston, MA

Massachusetts

Compassionate Financial Advice for Modern Families and Professionals. Finances, Planning, Investments, Insurance, Retirement more details   Contact This Business

Conscious Impact Financial Planning
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Conscious Impact Financial Planning

Austin

Texas

Fee-only Financial Planning designed to transform your finances into personal advocacy. Join us and match your money to your values today! more details   Contact This Business

Wallman Financial
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Wallman Financial

Orlando

Florida

Specializing in Financial Planning for the LGBTQ+ community and is the founder of the “Life Planning for the Alternative Family” Seminar Series. more details   Contact This Business

Toler Financial Group

Toler Financial Group

Silver Spring, Bethesda

Maryland

Trusted financial advice for families and businesses, with special expertise for gay, lesbian, and unmarried partners and families. more details   Contact This Business

Gold Canyon Financial Planning

Gold Canyon Financial Planning

Gold Canyon

Arizona

Fee-only, independent Certified Financial Planner™ offering holistic, unbiased financial planning and investment management services. more details   Contact This Business

MerlinCPA , PLLC Accountants

MerlinCPA , PLLC Accountants

Hampton

Virginia

Fast Affordable and Sustainable Certified Public Accountants. more details   Contact This Business

McKenzie Legal & Financial

McKenzie Legal & Financial

Los Alamitos

California

Services provided: Living trusts, powers of attorney, health directives, financial consulting and investments, probate, trust administration, elder ... more details   Contact This Business

Harmony Financial Strategies
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Harmony Financial Strategies

Los Angeles

California

Financial advisors for lesbian, gay, bi-sexual and transgender (LGBT)
individuals, same-sex couples and modern families. more details   Contact This Business

Asset Financial Services

North Charleston

South Carolina

Independent Financial Advisory firm for Investing, financial planning, and estate planning. more details   Contact This Business

Kathy J. Bauers, ChFC

Kathy J. Bauers, ChFC

Wilmington

Delaware

I am passionate about working with clients to help them meet their financial needs and plan for the future. more details   Contact This Business

Christy H. Neill, CFP, ChFC, CRPC, CFS

Christy H. Neill, CFP, ChFC, CRPC, CFS

Conshohocken

Pennsylvania

I have experience helping members of the LGBT community plan for their goals. I’ll take the time to listen and understand where you are and what you... more details   Contact This Business

James McDevitt
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James McDevitt

New York / Philadelphia / New Jersey

As we move into the future, we will continue to expand our CPE and CLE course offerings and broaden our list of enthusiastic and refreshing speakers. more details   Contact This Business

QueerCents

QueerCents

Dallas

Personal finance blog with several bloggers who post from coupon clipping tips to celebrity interviews to find out their spending habits. more details   Contact This Business

Southport Capital

Southport Capital

Los Angeles

California

Carol is a fee-only financial advisor. Her services include financial planning and investment management. more details   Contact This Business

Glenchrist Financial LLC

Glenchrist Financial LLC

Glendale

Arizona

Glenchrist Financial LLC is a fee-only financial planning firm based in Glendale, Arizona. We specialize in meeting the unique financial planning need more details   Contact This Business

Law Offices of Jeremy A Wechsler

Law Offices of Jeremy A Wechsler

Willow Grove

Pennsylvania

LGBT owned estate planning law firm. We also handle elder law, retirement planning and probate in the Philadelphia area. more details   Contact This Business

Greenleaf Financial Strategies, Inc.

Greenleaf Financial Strategies, Inc.

Tampa

Florida

We are looking to make an impact in the lives of individuals and families. We look at the whole picture, not just your investments. Minimum ... more details   Contact This Business

Cynthia L. Leitman, CFP

Cynthia L. Leitman, CFP

Oakland

California

Retiring? Having children? Illness? Inheritance? Considering RDP? Changing Jobs? What's happening in your life? Financial Planner for People Facing ... more details   Contact This Business

Investors Group Financial Services Inc

Investors Group Financial Services Inc

Victoria

British Columbia

I endeavor to deliver professional and personalized solutions to all clients where they can experience The Plan by Investors Group™. My approach ... more details   Contact This Business

Aptus Insurance

Aptus Insurance

A personal finance guide covering common LGBT issues and offering high quality resources specific to but not always limited to the LGBT community. more details   Contact This Business

Arons & Associates

Arons & Associates

Brentwood

Tennessee

We provide divorce financial planning services to our clients (one or both spouses) and their attorneys. We help clients understand the numbers and ... more details   Contact This Business

Compass Mortgage & Insurance Services

Compass Mortgage & Insurance Services

Honiton

Devon

Gay Mortgage and Insurance Advisers, offering advice around Mortgages, Life Assurance, Critical Illness Cover and Income Protection. more details   Contact This Business

Helene Ata, Investors Group

Helene Ata, Investors Group

Pickering

Ontario

Financial Services include personalized full financial plans, Investment, Retirement, Estate & Insurance Plans, Mortgage and Banking Services, Cash ... more details   Contact This Business

Isis Financial Planners Ltd

Isis Financial Planners Ltd

Oxford

Oxfordshire

Gay-focused financial advisers and Chartered Financial Planners that offer personalised financial planning for gay men and lesbians. more details   Contact This Business

Kalorama Wealth Strategies, LLC

Kalorama Wealth Strategies, LLC

Washington

District of Columbia

Fee-only investment advisory and financial planning company. Kalorama’s mission is to help GLBT individuals and allies achieve greater financial ... more details   Contact This Business





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