Fidelity Investments
Fidelity is one of the largest custodians serving independent financial advisors. Through Fidelity, we are able to provide the full capabilities and institutional strength of a large firm while maintaining the personalized service and responsiveness of a boutique. | Read more | |
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For more than 30 years, CERTIFIED FINANCIAL PLANNER™ certification has been the standard of excellence for financial planners. CFP® professionals have met extensive training and experience requirements, and commit to CFP Board's ethical standards that require them to put their clients' interests first. That's why partnering with a CFP® professional gives consumers confidence today and a more secure tomorrow.
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We are a fee-based fiduciary firm, providing you with the knowledge and resources you need to build long-term wealth, financial security, and peace of mind. We provide objective advice and management without commission incentives or conflicts of interests in the picture to solely serve your best interests. Our advisors lead with a plan. Our goal is to get to know you, and what your specific needs are before any implementation is done.
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The Financial Planning Association® (FPA®) is the primary membership organization for financial planning practitioners who want to master the practice of financial planning, and who are committed to shaping the future of the profession.
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