Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel...
New York (NY) - - Phone: (212) 759-5497Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel...
New York (NY) - - Phone: (917) 472-2704Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel...
New York (NY) - - Phone: (212) 551-1196Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel...
New York (NY) - - Phone: (212) 849-6564TD Wealth's Relationship Managers are committed to ensuring we provide you with the highest personalized service while assisting you in meeting your financial goals and objectives. Providing you...
New York (NY) - - Phone: (347) 439-8880At Barnum Financial Group, we provide a full range of investment and risk management products and services to individuals and their families, as well as small businesses, corporations, government...
New York (NY) - - Phone: (203) 513-6000TD Wealth's Relationship Managers are committed to ensuring we provide you with the highest personalized service while assisting you in meeting your financial goals and objectives. Providing you...
New York (NY) - - Phone: (646) 465-0994Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel...
New York (NY) - - Phone: (212) 759-2116Privately owned and independent, Bessemer Trust is a multifamily office that has served individuals and families of substantial wealth for more than 115 years. Through comprehensive investment...
New York (NY) - - Phone: (212) 708-9100Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel...
New York (NY) - - Phone: (212) 681-0240Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel...
New York (NY) - - Phone: (646) 964-9495Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel...
New York (NY) - - Phone: (646) 964-9401Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel...
New York (NY) - - Phone: (212) 759-2013Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel...
New York (NY) - - Phone: (212) 681-0883Cerity Partners is a national, full-service Wealth Management firm. We fulfill the needs of Individuals & Families, Businesses, and Nonprofit Organizations though Financial Planning, Business Owner...
New York (NY) - - Phone: (212) 850-4260At Chelsea Highline Financial Advisors, a financial advisory practice of Ameriprise Financial Services, LLC, we understand that setting goals for your financial future is important. Of course, with...
New York (NY) - - Phone: (212) 620-3122Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel...
New York (NY) - - Phone: (646) 661-7829Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel...
New York (NY) - - Phone: (212) 759-2009At Clear Ocean Capital Advisors, a private wealth advisory practice of Ameriprise Financial Services, LLC, we understand that setting goals for your financial future is important. Of course, with...
New York (NY) - - Phone: (212) 849-6571At COHEN, HANDZO AND ASSOCIATES, a financial advisory practice of Ameriprise Financial Services, LLC, we understand that setting goals for your financial future is important. Of course, with...
New York (NY) - - Phone: (212) 551-1196Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel...
New York (NY) - - Phone: (212) 849-6543Our TD Financial Advisor's prepare a personalized Client Profile and develop a unique holistic TD Wealth Plan built around your unique financial goals. Providing you financial guidance you can count...
New York (NY) - - Phone: (347) 504-5317Our TD Financial Advisor's prepare a personalized Client Profile and develop a unique holistic TD Wealth Plan built around your unique financial goals. Providing you financial guidance you can count...
New York (NY) - - Phone: (347) 344-7991Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel...
New York (NY) - - Phone: (646) 661-4243Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel...
New York (NY) - - Phone: (646) 360-4343Our TD Wealth Advisors are available to provide you with goals-based advice to help you meet your financial goals.
New York (NY) - - Phone: (646) 438-1210TD Wealth's Relationship Managers are committed to ensuring we provide you with the highest personalized service while assisting you in meeting your financial goals and objectives. Providing you...
New York (NY) - - Phone: (347) 859-7415Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel...
New York (NY) - - Phone: (646) 964-9460TD Wealth's Relationship Managers are committed to ensuring we provide you with the highest personalized service while assisting you in meeting your financial goals and objectives. Providing you...
New York (NY) - - Phone: (347) 439-8456Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel...
New York (NY) - - Phone: Not availableSetting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel...
New York (NY) - - Phone: (212) 681-0240As a general agency of Massachusetts Mutual Life Insurance Company (MassMutual), we help people like you take the next step toward a more secure financial future.
New York (NY) - - Phone: (212) 536-6000Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel...
New York (NY) - - Phone: (917) 472-2663Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel...
New York (NY) - - Phone: (612) 671-1473At FutureFWD Advisors, a private wealth advisory practice of Ameriprise Financial Services, LLC, we understand that setting goals for your financial future is important. Of course, with unpredictable...
New York (NY) - - Phone: (646) 378-4600Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel...
New York (NY) - - Phone: (646) 293-2220Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel...
New York (NY) - - Phone: (646) 292-8010Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel...
New York (NY) - - Phone: (212) 849-6555Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel...
New York (NY) - - Phone: Not availableWith customized advice and guidance, we help you build a financial strategy targeted toward achieving your financial
...
Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel...
New York (NY) - - Phone: (212) 759-2022Heron Wealth is a New York City-based independent financial advisory firm that provides financial planning, investment advice and estate planning services. Founded by President David Edwards in 1996,...
New York (NY) - - Phone: (347) 580-5280HilltopSecurities is a full-service broker-dealer that provides forthright advice and tailored solutions to municipal issuers, institutions, broker-dealers, RIAs and individuals alike.
New York (NY) - - Phone: (212) 642-4350TD Wealth's Relationship Managers are committed to ensuring we provide you with the highest personalized service while assisting you in meeting your financial goals and objectives. Providing you...
New York (NY) - - Phone: (646) 632-5296At Iron Birch Advisors, a private wealth advisory practice of Ameriprise Financial Services, LLC, we understand that setting goals for your financial future is important. Of course, with unpredictable...
New York (NY) - - Phone: (212) 759-2000Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel...
New York (NY) - - Phone: (917) 472-2728Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel...
New York (NY) - - Phone: (212) 849-6571TD Wealth's Relationship Managers are committed to ensuring we provide you with the highest personalized service while assisting you in meeting your financial goals and objectives. Providing you...
New York (NY) - - Phone: (646) 398-2384Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel...
New York (NY) - - Phone: (646) 354-6517Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel...
New York (NY) - - Phone: (212) 759-2028Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel...
New York (NY) - - Phone: (646) 638-1000Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel...
New York (NY) - - Phone: (917) 472-2695Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel...
New York (NY) - - Phone: (646) 378-4620Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel...
New York (NY) - - Phone: (212) 849-6542Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel...
New York (NY) - - Phone: (917) 472-2699Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel...
New York (NY) - - Phone: (212) 849-6566Our TD Financial Advisor's prepare a personalized Client Profile and develop a unique holistic TD Wealth Plan built around your unique financial goals. Providing you financial guidance you can count...
New York (NY) - - Phone: (646) 385-1118JWC Wealth Partners
John W Claghorn
Jake W Claghorn
Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel...
New York (NY) - - Phone: (212) 849-6545With customized advice and guidance, we help you build a financial strategy targeted toward achieving your financial
...
Our TD Financial Advisor's prepare a personalized Client Profile and develop a unique holistic TD Wealth Plan built around your unique financial goals. Providing you financial guidance you can count...
New York (NY) - - Phone: Not availableSetting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel...
New York (NY) - - Phone: (212) 759-2000Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel...
New York (NY) - - Phone: (646) 964-9400Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel...
New York (NY) - - Phone: (646) 499-5248Our TD Financial Advisor's prepare a personalized Client Profile and develop a unique holistic TD Wealth Plan built around your unique financial goals. Providing you financial guidance you can count...
New York (NY) - - Phone: (914) 265-0302Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel...
New York (NY) - - Phone: (917) 472-2705Our TD Financial Advisor's prepare a personalized Client Profile and develop a unique holistic TD Wealth Plan built around your unique financial goals. Providing you financial guidance you can count...
New York (NY) - - Phone: (646) 413-3566Our TD Financial Advisor's prepare a personalized Client Profile and develop a unique holistic TD Wealth Plan built around your unique financial goals. Providing you financial guidance you can count...
New York (NY) - - Phone: (917) 886-2182Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel...
New York (NY) - - Phone: (917) 472-2727Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel...
New York (NY) - - Phone: (212) 849-6544Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel...
New York (NY) - - Phone: (212) 849-6568As a general agency of Massachusetts Mutual Life Insurance Company (MassMutual), we help people like you take the next step toward a more secure financial future.
New York (NY) - - Phone: (646) 473-4100As a general agency of Massachusetts Mutual Life Insurance Company (MassMutual), we help people like you take the next step toward a more secure financial future.
New York (NY) - - Phone: (212) 619-5420Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel...
New York (NY) - - Phone: (212) 222-6584Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel...
New York (NY) - - Phone: (212) 681-0240Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel...
New York (NY) - - Phone: (917) 472-2686Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel...
New York (NY) - - Phone: (646) 378-4626TD Wealth's Relationship Managers are committed to ensuring we provide you with the highest personalized service while assisting you in meeting your financial goals and objectives. Providing you...
New York (NY) - - Phone: (347) 659-4821Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel...
New York (NY) - - Phone: (646) 964-9450Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel...
New York (NY) - - Phone: (646) 964-9470Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel...
New York (NY) - - Phone: (646) 378-4570Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel...
New York (NY) - - Phone: (212) 681-0240Our TD Financial Advisor's prepare a personalized Client Profile and develop a unique holistic TD Wealth Plan built around your unique financial goals. Providing you financial guidance you can count...
New York (NY) - - Phone: (347) 880-0040Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel...
New York (NY) - - Phone: (212) 849-6557At Multi Generation Wealth Management, a private wealth advisory practice of Ameriprise Financial Services, LLC, we understand that setting goals for your financial future is important. Of course,...
New York (NY) - - Phone: (917) 472-2678Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel...
New York (NY) - - Phone: (212) 222-8361Our TD Financial Advisor's prepare a personalized Client Profile and develop a unique holistic TD Wealth Plan built around your unique financial goals. Providing you financial guidance you can count...
New York (NY) - - Phone: (646) 737-4961Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel...
New York (NY) - - Phone: (917) 472-2685At Pell Wealth Partners, a private wealth advisory practice of Ameriprise Financial Services, LLC, we understand that setting goals for your financial future is important. Of course, with...
New York (NY) - - Phone: (914) 253-8800Our TD Financial Advisor's prepare a personalized Client Profile and develop a unique holistic TD Wealth Plan built around your unique financial goals. Providing you financial guidance you can count...
New York (NY) - - Phone: (212) 206-1540Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel...
New York (NY) - - Phone: (212) 759-2015Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel...
New York (NY) - - Phone: (212) 967-1428Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel...
New York (NY) - - Phone: (646) 378-4598Creating a sound investment strategy for your situation can seem like an overwhelming task, but Piermont Wealth Management’s financial planners are here to help you. From creating a financial base...
New York (NY) - - Phone: (631) 454-1585Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel...
New York (NY) - - Phone: (212) 759-2115Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel...
New York (NY) - - Phone: (718) 371-0547With customized advice and guidance, we help you build a financial strategy targeted toward achieving your financial
...
Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel...
New York (NY) - - Phone: (212) 849-6562Our TD Financial Advisor's prepare a personalized Client Profile and develop a unique holistic TD Wealth Plan built around your unique financial goals. Providing you financial guidance you can count...
New York (NY) - - Phone: (201) 240-0981Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel...
New York (NY) - - Phone: (646) 293-2226Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel...
New York (NY) - - Phone: (212) 681-0240Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel...
New York (NY) - - Phone: (212) 849-6570Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel...
New York (NY) - - Phone: (917) 472-2678TD Wealth's Relationship Managers are committed to ensuring we provide you with the highest personalized service while assisting you in meeting your financial goals and objectives. Providing you...
New York (NY) - - Phone: (347) 604-2325Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel...
New York (NY) - - Phone: (212) 759-2107Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel...
New York (NY) - - Phone: (212) 681-0240Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel...
New York (NY) - - Phone: (646) 378-4604With customized advice and guidance, we help you build a financial strategy targeted toward achieving your financial
...
At SHB Advisors, a financial advisory practice of Ameriprise Financial Services, LLC, we understand that setting goals for your financial future is important. Of course, with unpredictable markets and...
New York (NY) - - Phone: (917) 472-2701At Siena Wealth Advisory Group, a private wealth advisory practice of Ameriprise Financial Services, LLC, we understand that setting goals for your financial future is important. Of course, with...
New York (NY) - - Phone: (917) 472-2676Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel...
New York (NY) - - Phone: (917) 472-2702Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel...
New York (NY) - - Phone: (646) 661-3351At The Executive Wealth Group, a private wealth advisory practice of Ameriprise Financial Services, LLC, we understand that setting goals for your financial future is important. Of course, with...
New York (NY) - - Phone: (212) 222-6584At The Aroety Group, a financial advisory practice of Ameriprise Financial Services, LLC, we understand that setting goals for your financial future is important. Of course, with unpredictable markets...
New York (NY) - - Phone: (212) 849-6545With customized advice and guidance, we help you build a financial strategy targeted toward achieving your financial
...
At The Doylestown Private Wealth Group, a private wealth advisory practice of Ameriprise Financial Services, LLC, we understand that setting goals for your financial future is important. Of course,...
New York (NY) - - Phone: (267) 893-6920At The Hanley & Coons Group, a financial advisory practice of Ameriprise Financial Services, LLC, we understand that setting goals for your financial future is important. Of course, with unpredictable...
New York (NY) - - Phone: (212) 849-6564At The Michael Cooper Group, a private wealth advisory practice of Ameriprise Financial Services, LLC, we understand that setting goals for your financial future is important. Of course, with...
New York (NY) - - Phone: (212) 681-0240At The Rose/Soranno Wealth Management Group, a private wealth advisory practice of Ameriprise Financial Services, LLC, we understand that setting goals for your financial future is important. Of...
New York (NY) - - Phone: (800) 817-1848With customized advice and guidance, we help you build a financial strategy targeted toward achieving your financial
...
Our wealth management advisors in TIAA’s New York, NY office are available to help clients achieve their financial goals by planning for lifelong income, saving for retirement, and making smart...
New York (NY) - - Phone: (212) 490-9000Our wealth management advisors in TIAA’s New York, NY office are available to help clients plan for lifelong income, save for retirement, and achieve financial goals. Financial advisors are...
New York (NY) - - Phone: (800) 842-2733At Tipping Point Wealth, a financial advisory practice of Ameriprise Financial Services, LLC, we understand that setting goals for your financial future is important. Of course, with unpredictable...
New York (NY) - - Phone: (646) 650-5333Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel...
New York (NY) - - Phone: (212) 520-0947Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel...
New York (NY) - - Phone: (212) 681-0240Our TD Financial Advisor's prepare a personalized Client Profile and develop a unique holistic TD Wealth Plan built around your unique financial goals. Providing you financial guidance you can count...
New York (NY) - - Phone: (646) 678-2198Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel...
New York (NY) - - Phone: (516) 513-1175Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel...
New York (NY) - - Phone: (212) 759-2111Setting goals for your financial future is important. Of course, with unpredictable markets and all the unexpected twists and turns that come with life, getting to those goals can sometimes feel...
New York (NY) - - Phone: (212) 233-5404Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel...
New York (NY) - - Phone: (917) 472-2703Our TD Financial Advisor's prepare a personalized Client Profile and develop a unique holistic TD Wealth Plan built around your unique financial goals. Providing you financial guidance you can count...
New York (NY) - - Phone: (646) 942-1804Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel...
New York (NY) - - Phone: (212) 849-6574
Financial planning consultants, in New York, are the professionals who help people deal with various personal financial issues through proper planning of: investment planning, education planning, retirement planning, cash-flow management, risk management, insurance planning, tax planning, estate planning, business succession planning, etc.
The financial planning consultants in New York consider all queries, information and advice that impact and is impacted by the financial condition of the client. The need for financial planning consultants arise when people face complexity in- understanding the influence of a financial decision over the other financial aspects, finding meaning & direction of an individual’s financial decisions, adapting to changed lifestyle to enhance financial security.
Because the financial planning consultants acquire all the information regarding one’s financial status, prior to working with such consultants, a client must ensure that the consultant is competent and worthy of trust, and rather than being solely intended in selling financial products to the client for his own benefit will act in the client's interests.