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In the News

Investment Advisors: What They Do and How to Choose One

By Bob Haegle August 27, 2025 Bankrate

Investment advisors differ from financial advisors in the services they offer. CFP Board’s website is a great source for finding a trusted advisor, as CFP® certification is a mark of credibility and ethics.

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Bankrate
Bob Haegle
August 27, 2025