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  2. 7 warning signs that you may need to choose a new financial ...

    www.aol.com/finance/7-warning-signs-may-choose...

    5. They push you toward certain investments. Some financial advisors have fee-only services, where advisors are paid by clients exclusively.Some are fiduciaries who are obligated to put your ...

  3. CPA vs. Financial Advisor: Key Differences You Need to Know - AOL

    www.aol.com/cpa-vs-financial-advisor-key...

    CPA Salaries. CPAs in the US earn an average salary of $97,000 annually, with entry-level positions starting at about $61,000 and experienced roles reaching up to $153,000. How much a CPA makes ...

  4. Financial Consultant vs. Financial Advisor: What’s the ...

    www.aol.com/finance/financial-consultant-vs...

    Learn the key differences between a financial consultant vs. financial advisor to determine which professional best suits your financial needs.

  5. Debt consolidation vs. debt payoff vs. debt counseling: What ...

    www.aol.com/finance/debt-consolidation-vs-debt...

    Always consult with a certified credit counselor or financial advisor before pursuing debt settlement or debt relief, and take steps to avoid falling for a credit repair scam.

  6. How to choose a financial advisor: 4 tips for finding the ...

    www.aol.com/finance/choose-financial-advisor-6...

    Type of financial advisor. Overview. Robo-advisors – automates the investment process by building an investment portfolio based on your goals and risk tolerance. Typical cost: Typically around 0 ...

  7. Financial planner - Wikipedia

    en.wikipedia.org/wiki/Financial_planner

    A financial planner or personal financial planner is a qualified financial advisor. Practicing in full service personal finance, they advise clients on investments, insurance, tax, retirement and estate planning. As a general rule, a financial planner’s work can: integrate into the range of professional services (eg: lawyer, accountant); or

  8. Financial advisor vs. financial planner: What is the ... - AOL

    www.aol.com/finance/financial-advisor-vs...

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  9. Independent financial adviser - Wikipedia

    en.wikipedia.org/wiki/Independent_Financial_Adviser

    Typically an independent financial adviser will conduct a detailed survey of a client’s financial position, preferences and objectives; this is sometimes known as a factfind. The adviser will then recommend appropriate action to meet the client's objectives; and if necessary recommend a suitable financial product to match the client’s needs ...

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