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Last Modified:
January 22, 2002


Financial Planning


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1. 401K : The Scarborough Group Inc.
The Scarborough Group Inc. and Scarborough Retirement Services LLC are leaders in 401(k) management and education retirement planning and investment advice for individuals and plan sponsors. Site Features: Home | Services | Request Info | Clients | 401(k) Links
http://www.scarborough401k.com
2. AdvisorMortgage.com
A financial planner's dream come true. This site gives the planner a valuable resource to enable them to advise on mortgage related questions. Site Features: mortgage resource center | application and rates | market updates | financial planner area
http://www.advisormortgage.com
3. Aim Financial Planners (CDN)
Investment Planning, Insurance. Site features: About us | $$$ Links | Newsletters
http://www.globalserve.net/~egale
4. Allegheny Financial Group Ltd.
Allegheny Financial Group Ltd are Financial Planning, Asset Management and Investment Advisors whose goal is to design and successfully implement a specific financial plan which will secure a strong financial future for each client. AFG have been recognized by both Money and Worth Magazine as having some of the best financial advisors in the country. Site Features: Highlights | Financial Planning Tip of the Month | Financial Planning Process Presentation | Financial Calculations | Investment Process Presentation | Graph of the Month | Acquisition Criteria (PDF file) | Current Holdings | Portfolio
http://www.alleghenyfinancial.com
5. American Benefactor
American Benefactor is a magazine geared to charitable giving. Site Features: American Benefactor | About The American Benefactor | How Nonprofits Can Subscribe Now | How Individuals Can Subscribe Now | Editorial | Contact Us | Home | In This Issue | The 100 Most Generous Americans | Haute Giving | Join the Club
http://www.americanbenefactor.com/
6. Ameristock Mutual Fund
The Ameristock Mutual Fund is a no-load, value based, domestic equity-income mutual fund that invests in large capitalization companies. Ameristock Mutual Fund; Site features: Financial Planning and You, Ameristock's Investment Philosophy, Invest in the Biggest and Best Companies, Daily & Historical Performance, Questions and Answers, Risk Tolerance Test, Portfolio Manager Biography, Links to other Sites, Financial Resources (Brokers, Investment Advisors, Tax Planners), View a Prospectus, Application to Buy Shares
http://www.ameristock.com
7. Atlantic Financial Consulting
Atlantic Financial was founded to help all investors by providing objective top quality advice at the same price as deep discount firms. Clients appreciate the type of high quality service their firm provides without excessive fees. Site features: Managed Accounts, Corporate Information, Attorneys and CPAs, 12 Financial Tips, The Lighthouse: Stock Forum, College Planning , Retirement Planning, Global Investing, Free Financial Planning Questionnaire.
http://www.af.com/af.html
8. Balanced Planning Financial Group (CDN)
A full-service Canadian financial planning company that deals exclusively with independent financial planners. They offer financial planners: A competitive compensation package ; semi-annual regional workshops and an annual convention that focus on upgrading each planner's skills and knowledge; an experienced, knowledgeable resource centre ; Group Benefit packages. Site features: insurance update | investment products | portfolio | contact information | explore the web.
http://www.magi.com/~bpinfo/
9. Baxter
An expert witness service has been developed to provide expert opinion in all residential mortgage lending matters. Training courses are aimed at improving the knowledge and professionalism of building society staff by assisting them to attain the standard of the Chartered Insurance Institution Financial Planning Certificate (FPC) and the Chartered Institute of Bankers Certificate in Mortgage Advice and Practice (CeMAP). I am an examiner for the Chartered Institute of Bankers Certificate in Mortgage Advice and Practice (CeMAP). Site Features: Home | Expert Witness | Training | Business Consulting | Current & Past Clients.
http://www.baxtersbc.co.uk
10. Beneficial Capital
Beneficial Capital is a financial planning and investment counseling firm registered with the Securities and Exchange Commission as a Registered Investment Advisor and with the National Association of Securities Dealers as a broker-dealer. Site features: Home | About BC | Services | Periodicals | Contact Us Risk Management Programs
http://www.bcmoney.com
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