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Financial Advice & Consulting
Credentials & Designations
- Certified College Planning Specialist (CCPS)
- Accredited Financial Counselor (AFC)
- Certified Divorce Planner (CDP)
- Certified Estate Advisor (CEA)
- Certified Financial Planner (CFP)
- Certified Retirement Financial Advisor (CRFA)
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- Chartered Financial Analyst (CFA)
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- Registered Financial Consultant (RFC)
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Articles and Blog
Featured Articles on Financial Consultants
- The Private Family Office: Coming Soon to an Advisor Near You
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- Fee-Based Advisory Programs: A Different Approach!
- Selecting Your Next Financial Advisor
- Choosing a Planning & Investment Professional
- Financial Experts: Where Do I Start?
- Why Do I Need a Financial Planner?
- CFO: One in Every Happy Home
- Why Not Skip Using an Advisor?
What is a Financial Advisor?
How to Choose a Financial Advisor
Why Do I Need an Advisor?
Featured Financial Consultants...
With increasingly complex and unpredictable financial markets and longer life expectancies, working with an investment professional is more important than ever.
We help to design and implement personalized wealth management solutions for affluent clients using a consultative, team based approach.
We specialize in providing comprehensive, fee-only financial planning & investment management for individuals and families nearing or in the retirement phases of their lives (normally ages 50-75). We......
Dave established his independent investment advisory firm in September of 1987. He has built a practice of primarily pre- and post-retirement, individual clients, using a close relationship with ea......
Forza Investment Advisory LLC, is an independent Registered Investment Advisory (RIA) firm based in Westfield, NJ, that provides fee-only investment advisory and professional money management services......
PIERMONT is a FEE-ONLY (non-commissioned based) Financial Planning and Investment Management Firm with offices in MANHATTAN and WOODBURY, New York. We take the management of your finances very seri......
With the increasing complexity of today’s financial market, the need for a trusted financial advisor has never been greater. I am dedicated to helping individuals and businesses improve their long-ter......
David specializes in helping successful professionals review their current tax and investment situations to plan for retirement and help efficiently transfer their assets to their children, grandchild......
As your Financial Advisor, we will spend the time to understand your financial concerns and work in partnership with you to develop a customized investment program that can best meet your needs. As ou......
At Trivant Custom Portfolio Group, we believe in our fiduciary responsibility to our clients. We are long-term investment advisors that strike a balance between conservation and growth. Fiduciaries ......
At Premier Financial Advisors, we proactively help individuals and families build, preserve, and manage wealth. As a client of Premier Financial Advisors, you will have a dedicated financial advisor......
Company founder and president, Mark J. Sudol, CFP ®, CEP, has been operating as a financial professional since 1983! Mark spent over 30 years serving clients as a representative of two of the largest ......
You need someone who knows how to help you grow and protect your wealth. As a licensed financial professional, I can provide assistance on a range of financial issues matching your investment portfoli......
WE HELP OUR CLIENTS MAKE SMART FINANCIAL DECISIONS We devise strategies built on wisdom, not hope. Markets may be volatile, but our values are steadfast. We are dedicated to serving our clients ......
We have been helping individuals and businesses with their Retirement Planning for 28 years. We start with a Free Financial Plan, then help the clients implement the plan and review it at least on......
To help individuals accumulate, protect and distribute their assets prudently through a trusted relationship with a loyal and knowledgeable advisor. We will stress test your portfolio to determine h......
Our client relationships are built on two key principals: Putting our clients' interests first and providing exceptional personal service. At the heart of the relationship between you and us is a fu......
Established in 1985, Mercer Advisors is a fee-only total wealth management firm that provides comprehensive financial planning and investment management services. Our Strategic Advisory teams use a sy......
Equilibrium Investment Management was founded on the strong belief that there needs to be a balance between the search for return, the risk it takes to get that return and the consistent concern for p......
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Financial Consultant ?
- Minimum 5 years of Experience
- 5 Year clear FINRA/SEC record
- Must be Fee Based or Fee Only
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