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Chosen Years

Retirement & LTC Planning

Financial and long-term-care planning professionals.

4 listings.

Christopher Street Financial
Published Recommendation

Christopher Street Financial is a New York City wealth management and financial planning firm that has served the LGBTQIA+ community since 1981, working with clients nationwide. This is general information, not financial advice, so confirm current services directly.

Category

Retirement & LTC Planning

Pricing

Contact for pricing

Availability

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Equalis Financial

Los Angeles, CA

Published Recommendation

Equalis Financial is a fee-only fiduciary financial planning firm with a stated focus on women, LGBTQIA+ individuals, and values-driven clients, serving people nationwide. This is general information, not financial advice, so confirm current services directly.

Category

Retirement & LTC Planning

Pricing

Contact for pricing

Availability

Contact directly
Nonprofit
SAGE Partner

Planning Ahead for LGBTQ Seniors is a SAGECollab-connected organization serving or advocating for LGBTQIA+ older adults. Confirm current programs and service area directly.

Category

Retirement & LTC Planning

Pricing

Free / no-cost service

Availability

Contact directly

Baltimore, MD

Published Recommendation

Quiet Wealth is a flat-fee registered investment adviser in the Baltimore and Washington, DC area providing financial planning and wealth management for LGBTQIA+ professionals and retirees nationwide. This is general information, not financial advice, so confirm current services directly.

Category

Retirement & LTC Planning

Pricing

Contact for pricing

Availability

Contact directly

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