Taking Care of Business Podcast

TCB-Financial Advisor vs. Financial Planner

May 01, 2024 The Journeys Group
TCB-Financial Advisor vs. Financial Planner
Taking Care of Business Podcast
More Info
Taking Care of Business Podcast
TCB-Financial Advisor vs. Financial Planner
May 01, 2024
The Journeys Group

Join Tommy and George in today's episode as they discuss the difference between a financial advisor and a financial planner. Although these two roles are often used interchangeably, they have two very different approaches to your financial situation and provide different services. Here at The Journeys Group, we are firm believers of working with a Certified Financial Planner in order to get the best level of service and care when it comes to your financial future and goals. Tune in to hear more!

Show Notes

Join Tommy and George in today's episode as they discuss the difference between a financial advisor and a financial planner. Although these two roles are often used interchangeably, they have two very different approaches to your financial situation and provide different services. Here at The Journeys Group, we are firm believers of working with a Certified Financial Planner in order to get the best level of service and care when it comes to your financial future and goals. Tune in to hear more!