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What is the difference between a financial advisor,financial planner,and financial professional?

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User Hsmiths
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1 Answer

3 votes

Answer:

Financial Advisor = A professional who helps clients with a wide range of financial services.

Financial Planner = Help their clients with topics like: Analyzing budget, helping to create long/short term savings strategies, reviewing retirement goals, advice on how to best save and pay for college, etc.

Financial professional = Someone who does either of those above. Advisor or Planner.

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User Chulian
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