Sentences with phrase «certified professional financial advisor»

Please seek a certified professional financial advisor if you need assistance.

Not exact matches

While refinancing can be helpful, borrowers should weigh all the options available to them; review their financial status; and speak with family, a financial advisor, a college guidance counselor, or other certified professionals who can help review the pros and cons of refinancing before making a final decision.

Usually estate and trust services involve a team of professionals: Certified Public Accountant (CPA), an attorney, a financial planner or investment advisor, insurance agent and bank trust officer.

You'll receive a high level of personal attention from a senior financial advisor, who's a Certified Financial Planner ™ proffinancial advisor, who's a Certified Financial Planner ™ profFinancial Planner ™ professional.

A NAPFA - registered financial advisor is a fee - only certified financial planner (CFP) who has fulfilled additional educational and professional requirements beyond the CFP certification process.

The only comprehensive retirement training organization in the financial services industry focused exclusively on educating professionals on the nuances of Social Security retirement planning, the organization creates and provides a training course on Social Security retirement benefits and claiming strategies and provides advisors with the opportunity, for those inclined to do so, to sit for a comprehensive exam that if completed successfully will provide them with the Certified in Social Security Claiming Strategies designation.

Glen Martin, David Hunter and Susan Cook all hold the Certified Financial Planner (CFP ®) designation and we are also members of NAPFA, the country's leading professional association of Fee - Only financial Financial Planner (CFP ®) designation and we are also members of NAPFA, the country's leading professional association of Fee - Only financial financial advisors.

Our in - house professional AMFI certified investment advisors provide online advise to non resident Indians & foreign nationals, expats to identify top performing mutual fund schemes in India that suit their investments profile & long term financial goals and objectives; with highest rate of returns.

First, a requisite disclaimer: I am NOT a professional financial advisor or some - such expert, so I'm NOT trained, certified, degreed, or otherwise credentialed in any way about finance.

«If a person or family does not have an understanding or does not have time to take care of their finances, seek professional help from a financial advisor, preferably a credentialed financial advisor such as a CFP,» said Scott Smith, a certified financial planner, principal and senior advisor at Olympia Ridge Personal Financial Advisors in Rochester Hillfinancial advisor, preferably a credentialed financial advisor such as a CFP,» said Scott Smith, a certified financial planner, principal and senior advisor at Olympia Ridge Personal Financial Advisors in Rochester Hillfinancial advisor such as a CFP,» said Scott Smith, a certified financial planner, principal and senior advisor at Olympia Ridge Personal Financial Advisors in Rochester Hillfinancial planner, principal and senior advisor at Olympia Ridge Personal Financial Advisors in Rochester HillFinancial Advisors in Rochester Hills, Mich..

While refinancing can be helpful, borrowers should weigh all the options available to them; review their financial status; and speak with family, a financial advisor, a college guidance counselor, or other certified professionals who can help review the pros and cons of refinancing before making a final decision.

Therefore, this value and intelligent investor retreat is enjoyed by independent minded investment professionals from around the world representing private investors, certified financial analysts, high net worth individuals, hedge fund managers, family offices, registered investment advisors, stock brokers, financial consultants, security analysts, pension fund consultants, public pension funds, independent trust companies, endowments, foundations, and mutual fund managers.

I asked 25 money experts — certified financial advisors, bloggers, university professors and professional investors — «What is the best way to invest $ 1,000?»

Our committee consists of CPAs, Certified Financial Planners as well as a registered investment advisor and banking, legal and fundraising professionals.

The Collaborative Divorce process offers support from Neutral Financial Professionals: Certified Public Accountants (CPA), Certified Financial Planners (CFP) and Certified Divorce Financial Advisors (CDFA), all trained in the Collaborative Divorce process.

We have a dedicated team of Financial Services Board (FSB) approved Financial Advisors, Financial Planners, Certified Financial Planner ® (CFP) professionals and investment, retirement and insurance brokers.

Life settlements are financial transactions best handled by professional advisors such as CPAs, attorneys, certified financial planners or certified estate planners.

ABC UNiVERSITY Sometown, IL Bachelor of Science, Major: Business Management Minor: Marketing Designations: FINRA Series 6 and 63; FINRA Broker / Agent; Life and Health; Illinois Long - Term Care (LTC) and Property & Casualty (P&C) licenses; Financial Services Certified Professional (FSCP) Recent Training: Long - term care, estate planning and retirement Member: National Association of Insurance & Financial Advisors

The author, Shawn C. H. Leamon (MBA), is a professional and well - respected financial advisor and Certified Divorce Financialfinancial advisor and Certified Divorce FinancialFinancial Analyst.

Renters Warehouse recommends working with a licensed tax professional and certified financial advisor to help you analyze the financial implications of real estate investment.