What You Should Look for in a Financial Professional
by Kelly LaVigne, J.D.
Jul 11, 2022
4 minutes
For most Americans, the do-it-yourself approach to finances can only get you so far.
While many people start out managing their own long-term financial plan, when life changes bring new challenges, they may decide it is time to start working with a financial professional. These changes could be moving into a new stage of life, such as getting married or having a child, or considering financial opportunities, such as buying a home or starting a new job.
Regardless of the circumstances, the vast majority of Americans say they value the advice of a financial professional, according to the new * from Allianz
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