Trusted Resources

Change Your Trajectory:

Build Financial Independence and Strength by Working with our

Trusted Resources Financial Advisors/Financial Planners

Change Your Trajectory:

Build Financial Independence and Strength by Working with our Trusted Resources Financial Advisors/Financial Planners

Work because you want to. Do the things that are most important to you. Create a life without financial stress.

DocWorking Trusted Resources providers have earned their trusted status by being willing to go above and beyond to help members of the DocWorking community. Many of them have been working with members of the DocWorking team for years! Seriously—some of them we’ve known and trusted for multiple decades. We appreciate their support of DocWorking’s mission to prioritize the health and well-being of doctors and other healthcare providers.

The Trusted Resources businesses are paid advertisers or have an affiliate relationship with DocWorking. An affiliate relationship means that DocWorking may receive a commission if you use their service by clicking through our link. Thank you for supporting businesses that support DocWorking’s mission of prioritizing Physician wellness.

All States (Nationwide)

15 North Main Street
Ste 100
West Hartford, CT 06107
Website
Email
(860) 761-1000

My wealthcare practice helps Doctors, Dentists and their private practice retirement plans maximize their investment portfolios. We do this only after fully understanding their unique financial circumstances and their life goals and dreams.

Contact: Justin Shaw

Justin Shaw, Edward Jones
16274 Foster St
Stilwell​, KS, 66085
Website
Email
(913) 897-2726

Florida

Adirondack Capital Advisors
528 Plum Court, Suite 200
Syracuse, NY 13204
Website
Email
(315) 434-5597

Florida Financial Advisors
2330 W Horatio St
Tampa, FL 33609
Website
Email
(941) 323-2446

Iowa

Dan Devine – Northwestern Mutual
406 Main Street, Suite 101
Ames, Iowa 50010
United States
Website
Email
(515) 233-7049

Since 2013, we assist individuals and businesses, including those in medical community, in their holistic financial planning needs. Located in Iowa, clients across the United States. Making planning simple you can enjoy life living.

Michigan

Contact: Aaron McDonald, RICP®, CExP™

Medfinity Financial
29800 Telegraph
Southfield, Michigan 48034
Website
Email
(248) 633-1394

Medfinity Method Explained! Click the link!

Mississippi

Contact: Hal Knight

Knight Watts Investment Management Group
32 Milbranch Rd
Suite 10
Hattiesburg, MS 39402
Website
Email
(601) 271-6400

New York

AJF Financial Services, Inc.
708 Third Avenue
Suite 2011
New York, NY 10017
Website
Email
(212) 779-0789

Adirondack Capital Advisors
528 Plum Court, Suite 200
Syracuse, NY 13204
Website
Email
(315) 434-5597

Oregon

Greeley Wealth Management
320 SW Century Dr., Suite 405/298
Bend, OR 97702
Website
Email
(541) 215-4476

Our goal is to help you understand that you really can have anything you want – just not everything you want. Working together, we’ll grow your hard-earned income today, protect your assets for tomorrow, and guard against life’s bumps along the way.

South Carolina

Adirondack Capital Advisors
528 Plum Court, Suite 200
Syracuse, NY 13204
Website
Email
(315) 434-5597

DocWorking, LLC, provides advertising for third parties, as above, after checking references and speaking at length (and for many, knowing them and using their services for years) with the person(s) named above. This page provides direct links to the business sites listed above. We do not collect any information about you in order for you to click through. After you click through, if you provide Information to Trusted Resources businesses, that is between you and that business, and DocWorking has no access to that. Any relationship you build with that business is outside of your relationship to DocWorking. Similarly, while DocWorking recommends these businesses based on our evaluation of them, our endorsement does not ensure any result. We recommend that you evaluate any business you choose to use, and we hope our list is a helpful place to start. We do not guarantee any results with these businesses, as we have no ownership or control of their business relationships or expertise.

DocWorking, LLC, is not an insurance company or insurance producer, financial planner or financial advisor, attorney, travel expert or advisor, bank or lender, and does not warrant any sites, services or information provided by our Trusted Resources.