Sentences with phrase «financial recommendations»

The full website is great if you want to look deeper into their personalized financial recommendations and see what type of financial offers you may qualify for.

Then you have each state's insurance department which oversees insurance agents who may also be making financial recommendations, such as advising on the purchase of a fixed annuity or life insurance product.

Led monthly meetings with directors to analyze spending and provide financial recommendations.

Prepared written action plans to communicate financial recommendations to consumers and contracts for enrollment in the optional debt management plan.

Sometimes they manage financial recommendations and consultations, depending on the size and needs of their employers and clients.

The full website is great if you want to look deeper into their personalized financial recommendations and see what type of financial offers you may qualify for.

The full text of Ohio's latest proposed budget bill (House Bill 64) was posted last week and, as in years past, it includes much more than just financial recommendations.

Articles on Student Debt Warriors are intended for educational purposes only and should not be construed as financial recommendations or advice.

As a highly accomplished and client - centric financial professional with more than 18 years of experience performing comprehensive client needs analysis and delivering strategic financial recommendations to achieve objectives, I am well prepared to surpass your expectations.

They employ information obtained from financial assessment to proffer professional financial recommendation to management.

Analyze complex financial information and reports to provide accurate and timely financial recommendations to...

Analyze complex financial information and reports to provide accurate financial recommendations to managing leadership to influence decision - making.

Coming from a background in law and finance, Weissbluth had grown convinced that the wire house model of broker - dealers and financial advisors making financial recommendations — while earning commissions from products that their employers either created or were paid to sell — was fundamentally corrupt.

Our service begins with free credit scores and full credit reports — the bloodlines of personal finance — and brings new levels of transparency and certainty to consumer credit and finance: daily monitoring, data - driven consumer resources and personalized financial recommendations.

Last month the company launched a new monitoring service for unclaimed money and added mortgage refinancing to its financial recommendations engine.

If the CFP Board follows through and revises its standards, adopting a fiduciary standard for its certificants that applies to all financial recommendations to clients, that will make it easier to educate investors about who the true fiduciaries really are.

It is important to recognize that a financial recommendation that is «suitable» for a client (as legally required for broker - dealers) may or may not be a financial recommendation that is in the client's best interest (as legally required for investment advisers).

We start every client relationship by getting to know each other a lot better and identifying the values that are truly most important to you, because every financial recommendation we make in the future will be made through that lens.

Given Simon Hughes's statement that «mediation works» in December 2013, it is just a shame that the government did not bite the bullet and take on board the financial recommendations of the task force as a whole.

Leverage a consultative business development approach in identifying business needs, and develop customized operational strategies and financial recommendations that gain business and financial stabilization.

Leverage a consultative business development approach in identifying client needs, and develop customized operational strategies and financial recommendations that gain customer commitment and business brand loyalty.