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EFPA, La Asociación Europea de Asesoría y Planificación Financiera en España - EFA European Financial Advisor, Agentes y planificadores financieros
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Powering professional standards
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The Financial Services Council (FSC) is a leading peak body which sets mandatory Standards and develops policy for more than 100 member companies in Australia’s largest industry sector, financial services.
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Weiss Financial Group is a Fee-Only Financial Planning firm serving the entire Putnam and Dutchess Counties, NY region (Mahopac, Brewster, Poughkeepsie, Fishkill, Danbury, CT). Weiss Financial Group specializes in providing objective financial planning and retirement planning to help clients build, manage and protect their assets through life's transitions. Scott Weiss is a NAPFA-Registered Financial Advisor and a CERTIFIED FINANCIAL PLANNER™ Professional.
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CPAPRO® | CPA Professional (UK)
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Oak Wealth Advisors, specializing in wealth & fiduciary financial planning for families with members of Special-Needs are based in the Chicago area and have been admitted into the Academy of Special Needs Planners while offering services and helpful resources to assist families with children or members of special needs.
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At Tucker Asset Management, we understand you are dealing with people’s financial wellbeing. Our goal is to create lasting relationships faithfully built on integrity and trust, where doing right by people is our guidepost. We lead by example, and aim to set standards of excellence through every tool, training, and touchpoint. At Tucker Asset Management, we are committed to building relationships that grow and transcend business. With **** and integrity […]
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