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In the News

How to Find a Financial Advisor if You’re Not Rich

By Julie Pinkerton August 15, 2024 U.S. News & World Report

Historically, finding advisors for clients with fewer assets was challenging, but now many reputable firms are adept at managing smaller accounts. You can locate a qualified financial planner through CFP Board's database of CFP® professionals.

Read more at U.S. News & World Report

U.S. News & World Report
Julie Pinkerton
August 15, 2024