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Current State of the Mortgage Industry. 2 days ago · The best financial advisors include Zoe Financial, Vanguard Personal Advisor, Facet, Harness Wealth, Empower and Schwab Intelligent Portfolios Premium. Step 2: Understand What a Financial Advisor Is. A financial advisor is a professional who helps guide and direct clients’ decision-making on various aspects of their financial lives. A financial advisor may offer guidance on managing investments, planning for taxes and making retirement projections.
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