How A Certified Financial Planner Can Help Improve Your Financial Wellbeing appeared originally on Pinnacle Advisory Group -- The Wealth Management AdvisorsOne of the hardest things about being a Certified Financial Planner Professional (CFP®) is explaining what we are all about. After all, the term "financial planner" is vague. It is easier to start by saying what we are not: stockbrokers! Still, when we meet a prospective client for the first time, the first questions are...Get more help with financial planning, investment, and wealth management at Pinnacle Advisory Group -- The Wealth Management Advisors
Pinnacle is a Maryland-based financial consulting firm that provides wealth management, investment planning and other related services for enterprises.