Summit Financial ("Summit"), ​​a preeminent investment advisory firm, in collaboration with Merchant Investment Management, ...

When searching for professional money and investment advice, you may have come across titles like "financial consultant" or "financial advisor." In some cases, these terms mean the same thing and ...

Accountants assess financial operations and work to help ensure that organizations run efficiently. Consulting is the practice of helping companies increase their efficiency and profits by addressing ...

Some job titles include financial planner, financial advisor, wealth manager and investment consultant. "The reality is that since the education provided through the ChFC designation program is so ...

Our financial advice focuses on precisely those topics that are relevant to you: wealth building, financing, retirement. Wherever you may be heading, we’ll help you overcome the financial challenges ...

and two of the most popular are the chartered financial consultant, or ChFC, and certified financial planner, or CFP. Some advisors have one of those designations, and others have both.