Mar 24, 2023
Ashleigh McFarlin, from Claremont Financial Services, is here as we talk about what does her title of CFP mean, What is a Certified Financial Planner? What does that process look like? why should people not be intimated by having a conversation with a Financial Planner, tips for Financial Wellness and more.
The opinions voiced in this podcast are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision.
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker dealer (member FINRA/SIPC).Insurance products are offered through LPL or its licensed affiliates. Claremont Savings Bank and Claremont Financial Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Claremont Financial Services, and may also be employees of Claremont Savings Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Claremont Savings Bank or Claremont Financial Services. Securities and insurance offered through LPL or its affiliates are: NOT INSURED BY FDIC OR ANY OTHER GOVERNMENT AGENCY, NOT BANK GUARANTEED, NOT BANK DEPOSITS OR OBLIGATIONS, MAY LOSE VALUE.