Download
1 / 1
10 likes | 15 Views
At Mullooly Assets Management, we are committed to providing our clients with the best financial planning services in the industry. We have a team of CFPs that can help you achieve your goals and dreams! If you're one of these people, contact Mullooly Asset Management at (732) 223-9000 and set up an appointment to help you plan your finances.<br>
E N D
WHAT DOES CERTIFIED FINANCIAL PLANNER | MULLOOLY ASSETS MANAGEMENT A certified financial planner is a person who has demonstrated knowledge and experience in the area of personal finance management through education, training or work experience 1 They are qualified to provide advice on investments, retirement planning, insurance coverage and other matters related to money 2 Certified Financial Planners must pass an exam that tests their knowledge about various topics such as taxes, estate planning and more 3 Some people may refer to them as "financial advisors" but this term does not have any legal meaning 4 You should speak with your accountant before hiring someone as they will be able to offer much more personalized service than a CFP professional could if they don't know your finances well enough already 5 SCHEDULE A MEETING (732) 223-9000 https://mullooly.net
