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  • Who is a financial planner?

    Asked by unknown
    1 Answers
    A financial planner is someone who uses the financial planning process to help you determine how to meet your life goals. The key function of a financial planner is to help people identify their financial planning needs, their present priorities and the products that are most suitable to meet their needs. He or she normally possesses detailed knowl
  • Who are some of USA’s top independent financial advisors?

    Asked by unknown
    1 Answers
    Here are America's top independent financial advisors: Jeff Erdmann Brian C. Pfeifler Mark Curtis Christopher Errico Greg Vaughan Charles Zhang Rod Westmoreland Lyon Polk Raj Sharma Jason Katz
  • Who are some of USA’s top independent financial advisors of 2015?

    Asked by unknown
    1 Answers
    Peter Mallouk, Fred Fern, Jon Goldstein, Spuds Powell, Ron Carson, John W. Rafal, Robert A. Clarfeld, Greg Miller.