If the planner holds a financial planning designation or certification, check on his background with the CFP Board or other relevant professional organizations. Q3. WHAT SERVICES DO YOU OFFER? The services a financial planner offers depend on a number of factors including credentials, licenses, and...
Check License/Designations.You can check a Massachusetts Realtor’s state license status here on theReal Estate Board of Registration site. An indication of additional expertise is whether the Realtor holds a special certification such as Certified Residential Specialist (CRE), Accredited Buyer’s Repr...