Sean Pahut explains how Montana Wealth Management aims to build trust around financial planning by using their experienced advisors to create a personalized plan designed to best support their clients’ financial, family and life goals. Whether it’s a new empty nest, a wedding, a divorce, a move, a big promotionRead More →

financial advisor vs financial advisor Financial advisers and financial consultants are widely interchangeable job titles for finance professionals who help individuals and organizations manage their money. A person with either title can help prepare and execute strategies for budgeting, saving, investing, retirement planning, risk management, borrowing, and estate planning. ConsultantsRead More →

Toronto, Ontario–(Newsfile Corp. – July 8, 2022) – Sensor Technologies Corp. (CSE: SENS) (the “Company” or “Sensor”) wishes to announce that it has retained the services of Mr. Philip Wong as consulting financial advisor to the Company. Mr. Wong, who is a resident of Hong Kong, is currently a DirectorRead More →

BitherAdam_9189-resized Adam Bither (Courtesy of Osborne Media) Adam Bither (Courtesy of Osborne Media) Katahdin Trust Company is pleased to announce the promotion of Adam Bither, CFP to Vice President, Financial Consultant at Katahdin Financial Services (a service of Cetera Investment Services LLC, a registered broker-dealer not affiliated with Katahdin TrustRead More →

The difficult experiences made Kristoffer Doura turn his way to a different career. A highly regarded motivational speaker and financial consultant, Kristoffer Doura has built a successful career in a short time. He earned this position with endless effort and hard work. Before changing careers to become a well-respected motivationalRead More →

Paul Weintraub, 86, formerly of Philadelphia, an innovative and entertaining co-owner of Martin’s Aquarium pet store, an entrepreneur who also sold tropical fish and desert plant medicines in supermarkets, and a certified insurance and finance consultant, is died Sunday, May 1 of lymphoma in the VITAS Inpatient Unit in DelrayRead More →

Passionate educator and financial literacy advocate Zonéke Domino-Thomas seeks to impact the lives of young clients by launching her new website Zonéke Domino-Thomas, MBA takes her passion for teaching financial literacy to the next level by announcing her intention to work with the younger generation. In a related development, theRead More →

Derry Gadson of Elkhart is an Independent Investment Advisor and Financial Consultant Derry Gadson of Elkhart recently explained what a financial consultant is and how hiring one can change your life. A financial consultant can take a lot of the stress and worry out of financial planning” —Derry Gadson ELKHART,,Read More →

Financial consultant, Charles Mensah advised everyone, especially economic operators, not to borrow to spend during the Christmas festivities. Speaking on JoyNews’ PM Express on Thursday, he said commercial operators should consider planning early in the year. He also noted that employers who borrow to pay Christmas bonuses “is like borrowingRead More →

Wealth management firm Ehrenkranz Partners and financial advisor Investindustrial signed offers for a total of 27,097 square feet on Seagram Building in two of the largest recent expansions and new leases in RFR Real Estate property. Ehrenkranz snagged 17,519 square feet across the entire 21st floor of the approximately 850,000Read More →

OSWEGO — Craig Fitzpatrick has been named vice president, financial consultant at Pathfinder Bank, according to Ronald G. Tascarella, senior vice president and chief sales officer. “Craig’s deep investment knowledge and commitment to client service has been instrumental in growing our investment services revenue since he joined our team inRead More →

The financial services industry employs a mix of professionals, such as financial consultants and financial advisors, who use titles interchangeably to guide people on how to invest their money for retirement. These securities can be confusing for investors when hiring someone to manage their assets. “The financial services industry hasRead More →

Are you overwhelmed with your finances but don’t even know where to start to get them in order? You have several options: bury your head in the sand, subscribe to personal finance blogs and podcasts to learn from others, or hire a finance professional. If you found your way toRead More →

A financial adviser is a type of financial adviser. A financial consultant will perform an audit of your current financial situation and develop a plan to help you achieve your future goals. Definition of financial consultant Financial consultants work with their clients to better understand their assets and what theyRead More →

Money / Financial Planning kate_sept2004 / Getty Images You’ve probably heard of the term financial consultant and you may be wondering what these professionals do. In general, they help you build wealth by designing the best strategy to achieve your goals based on your current financial situation. This includes everythingRead More →

For money-conscious consumers who need advanced financial planning services, a Certified Financial Consultant (CHFC) could be a great place to start. While ChFC may be less well known than the Certified Financial Planner (CFP) designation, advisors who earn it actually have even more training designed to enhance their financial planningRead More →

Financial Analysts VS Financial Consultants: An Overview At first glance, financial analysts and financial consultants perform very similar functions. Both act as financial, economic and investment experts, and help other professionals make more informed financial decisions. Dig a little deeper, though, and you’ll see that analysts and consultants focus onRead More →