The CDFA® simply interprets the numbers and helps the lawyer build a strong case that's in the client's best interest. Many people think that investment planning is a once-and-done event that starts with the numbers and ends with investments and pie charts. But that's not what true ...
They call me constantly. I've told them repeatedly I'm not interested. I've blocked several different numbers they call from. They leave many voicemails. I finally called them and told them to remove me from their call list or I would report them and sue. ...
Customer data is safeguarded by encryption, firewalls, multifactor authentication, account timeouts, fraud alerts and partially masked account numbers. It’s also possible to lock your card via mobile app if someone gains unauthorized access to your account. ...