Sara Grillo

AUGUST 26, 2024

-Sara G Biographies Scott Salaske Scott Salaske is the founder and CEO of Firstmetric, a flat fee financial advisor firm in Troy, Michigan. Ever since the beginning of his 20+ year long career, Scott has pursued his mission of delivering high quality financial advice in a low cost and unbiased way.

License 52

License Certified Financial Planner Financial Advisor CFP 52

Zoe Financial

NOVEMBER 22, 2023

When it comes to wealth management, the basic logic is to prioritize spending money on the things you value the most. Doing so will bring you financial rewards, even if they don’t always come in the form of a cash payout. The information provided here is not investment, tax or financial advice.

Wealth Management 52

Wealth Management Taxes Consulting License 52

WiserAdvisor

JUNE 2, 2023

While there are various types of finance professionals who offer financial advice and services falling under the general financial advisor category, it should be noted that they differ significantly. Their main area of focus is wealth preservation.

Financial Advisor 52

Financial Advisor Financial Planner Wealth Management Portfolio Management 52

Carson Wealth

JULY 12, 2022

I could also be fairly sure that Tammy is a licensed insurance agent and that she has access to sophisticated software tools and may or may not engage in financial planning. If a financial service professional represents an insurance company, they must be legally appointed by that company as an agent.

Financial Advising 98

Financial Advising Financial Planning Ethics Financial Services 98

Sara Grillo

AUGUST 14, 2023

I have a newsletter in which I talk about financial advisor lead generation topics which is best described as “fun and irreverent.” I am an irreverent and fun marketing consultant for financial advisors. Why is the fiduciary standard important in financial advice? What is a conflict of interest in financial advice?

Financial Advisor 52

Financial Advisor Fiduciary Duty Insurance Financial Advice 52

Sara Grillo

APRIL 10, 2023

-Sara G Biographies Scott Salaske Scott Salaske is the founder and CEO of Firstmetric, a flat fee financial advisor firm in Troy, Michigan. Ever since the beginning of his 20+ year long career, Scott has pursued his mission of delivering high quality financial advice in a low cost and unbiased way.

Investments 52

Investments Investing CFP Financial Advisor 52

International College of Financial Planning

AUGUST 2, 2021

The simplest definition of the role of a financial advisor would of that of a person who helps individuals, families, and organizations make decisions related to their investments, taxes, insurance planning, retirement planning, estate planning, and money management. Wealth Management Firms. Debt Management Firms.

Financial Advisor 52

Financial Advisor Certified Financial Planner Certification Fee Only 52