WebFinancial Planners Financial planners design an overall plan for their clients to save, invest, and manage their money. Planners who provide specific investment advice— such as recommending particular financial products or investments—must be registered or licensed as investment adviser representatives and are subject to a fiduciary duty.

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WebJean Deighan is a certified financial planner operating in Bangor, Maine, who has been in the advisory business for 28 years. Deighan is an advisor for Birchbrook. They have spent their entire employment at Birchbrook. Deighan holds a Series 63 license, certifying them as a securities agent, and can work in Florida, Maine, Massachusetts and Texas. WebH.M. Payson is a fee-only firm serving individuals with and without a high net worth, retirement plans, investment companies, estates, trusts, foundations, charitable organizations and business entities. H.M. serves more than 3,000 clients. Collectively, the firm’s staff qualifications feature the certified financial planner (CFP), chartered … dvd being there

5816 Birchbrook Dr #117, TX 75206 - HAR.com

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