Sentences with phrase «purpose of a financial advisor»

The main purpose of a financial advisor is to help clients in the planning and arranging of their financial affairs.

Not exact matches

The deduction doesn't have to be for an entire room, if that section of a room is not used for personal purposes, says Cynthia Turoski, a certified financial planner and certified public accountant with Bonadio Wealth Advisors in Albany, N.Y.

BofA Merrill Lynch is acting as financial advisor to Loblaw for purposes of this transaction and delivered an opinion to Loblaw's Board of Directors as to the fairness, from a financial point of view, of the consideration to be paid by Loblaw in the transaction.

Advisory: An Advisory Committee may be formed on an ad hoc basis when purposes arise and may consist of advisors including the Tompkins County Administrator, Tompkins County Chief Financial Officer, and the Tompkins County Commissioner of Planning.

For the purpose of this piece, I read through all of the articles I could find and leaned on my own experience as a financial advisor to come up with ultimate list of steps to become a 401 (k) millionaire.

The information, data, analyses and opinions contained herein (1) include the confidential and proprietary information of Morningstar, (2) may include, or be derived from, account information provided by your financial advisor which can not be verified by Morningstar, (3) may not be copied or redistributed, (4) do not constitute investment advice offered by Morningstar, (5) are provided solely for information purposes and therefore are not an offer to buy or sell a security, and (6) are not warranted to be correct, complete, or accurate.

The financial vehicle to use for a deferred compensation plan is largely a matter of financial advice AND we aren't purposing to serve as a financial advisor in raising this question for this or any other article.

These programs are designed specifically for the purpose of paying off your debt, and they often come with financial advisors and other helpful resources.

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I'm hoping my new financial advisor will be able to give me all the information on my portfolio's past performance that I need, so that I won't need to use any of these programs for investment purposes.

Aaron Street: Yeah, I guess rather than an analogy to cars I think maybe a more useful way of thinking about this is more like an insurance sales person or even more a financial advisor, wealth manager, where you are engaging them for the purpose of giving you advice and it turns out that their business model, though it involves giving advice, also includes things like selling you product and this isn't to denigrate law firm IT consultants, or tech consultants in general, it's just to make sure that people are aware of how their business model works and then to make sure that you're using them in a way that acknowledges that.

The purpose of writing a financial aid advisor resume is to get a job interview.

Overview The purpose of writing a financial aid advisor resume is to get a job interview.