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Certified Financial Planner

Looking for a Financial Planner? 8 Tips to Find a Good One

Finding a financial planner is like finding a Starbucks.  You don’t have to look very hard — they’re everywhere.  You’re likely being solicited by one, two, or ten even as we speak.  You are getting pitched on TV by Edward Jones and Charles Schwab, at your local bank or credit union, by your accountant or […]

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