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Dollars & Sense: ‘How to Hire a Financial Planner’

Dollars & Sense: ‘How to Hire a Financial Planner’

August 15, 2021

Tips on finding a financial planner that puts your individual needs first.

Marc is live this week and devotes the broadcast to answering one question: “How to Hire a Financial Planner.” Marc gives guidance on how to find and hire a financial planner that puts you and your individual needs first.

Financial Planning and Investment advice is offered through Freedman Financial, an SEC Registered Investment Advisor located in Peabody, Massachusetts. Securities are offered through LPL Financial, a Member of FINRA and SIPC. Freedman Financial is a separate entity from LPL Financial.

Always consult a Certified Financial Planner professional, qualified attorney, or tax advisor prior to investing to determine what is appropriate for you.

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A full complement of Dollars & Sense broadcasts found here. #Enjoy

*The above video and information was posted prior to Freedman Financial offering advisory services under the LPL Corporate RIA*

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During Dollars & Sense with Freedman Financial, your host, Marc Freedman, may discuss specific financial planning and investment ideas. These discussions are for general information only and are not intended to provide specific advice or recommendations.