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  2. How to choose a financial advisor: 6 tips for finding the ...

    www.aol.com/finance/choose-financial-advisor-6...

    A financial advisor can help with various aspects of your financial life, ranging from budgeting and saving for retirement to managing an investment portfolio or estate planning. Many of these ...

  3. Fee-only financial planners vs. fee-based - AOL

    www.aol.com/finance/fee-only-financial-planners...

    Fee-based financial planners are paid a fee for their services by their clients, but may also receive additional compensation tied to the sale of certain financial products, such as mutual funds ...

  4. Osaic - Wikipedia

    en.wikipedia.org/wiki/Osaic

    While Osaic was initially a network of independent broker-dealers, in 2023, the company began the process to integrate all the firms under the Osaic brand and service platform. The remaining broker-dealers that will be integrated in 2024 include American Portfolios, Lincoln Financial Advisors, and Triad Advisors.

  5. I’m a Financial Planner: This Psychological Hack Is ‘Key’ To ...

    www.aol.com/m-financial-planner-psychological...

    If you have had trouble saving for retirement, putting money away for a down payment, creating a budget, saving for family vacation or other money goals, don't feel too bad, said Brad Klontz, a...

  6. Nationwide Mutual Insurance Company - Wikipedia

    en.wikipedia.org/wiki/Nationwide_Mutual...

    Nationwide Mutual Insurance Company and affiliated companies, commonly shortened to Nationwide, is a group of large U.S. insurance and financial services companies based in Columbus, Ohio. The company also operates regional headquarters in Scottsdale, Arizona and Des Moines, Iowa. [2]

  7. Hantz Group - Wikipedia

    en.wikipedia.org/wiki/Hantz_Group

    Hantz Group is a business financial services conglomerate in the U.S. founded by John Hantz. [1] The company operates in Michigan and Ohio with offerings including banking, casualty insurance, financial planning, health benefit plans, retirement plans for companies, estate planning, and tax services. [2]

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