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Financial Advisors

Initially an adviser will consult with the client regarding his/her finances and financial goals. From there the adviser prepares a financial plan that identifies problem areas, makes recommendations for improvement, and selects appropriate investments compatible with the client's goals, attitude toward risk, and return expectations.

Financial Adviser Directory
A list of advisers and advisory services.


Financial Advisors Sites

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Related News

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    Financial advisors in the United States are increasingly questioning traditional portfolio construction principles, and looking for alternative approaches, a new survey finds.