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What is a financial planner?

Today, insurance salesmen, stockbrokers, bankers, lawyers and accountants commonly refer to themselves as “financial advisor.” There are no federal or state regulations that define who may call themselves a financial advisor. The financial industry standard looks toward the “certified financial planner” as the benchmark for qualified and experienced professionals.

How do the financial planners derive their income?

We are paid in several different ways. We can work under a fee agreement or we may receive commissions. Often, we offer a “no cost,” first appointment to everyone.

Are the planners at Styles Bridges Associates employed by any financial corporations?

The planners at Styles Bridges Associates are not employed by any financial institution. They are independent insurance and securities registered representatives and can deal independently with those companies offering investment products for our clients.

 
 

 

SBA Retire

Registered representatives of INVEST Financial Corporation, member FINRA /SIPC. (see link disclosure below) INVEST and its affiliated insurance agencies offer securities, advisory services and certain insurance products and are not affiliated with other entities named.

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This site is for informational purposes only and is not intended to be a solicitation or offering of any security and;

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As a CFP® Practitioner, Styles Bridges & Ken Garwood are certified by the Certified Financial Planner Board of Standards, Inc., one of the most respected professional organizations in the financial services industry.


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Styles Bridges Associates - Canton, New York. Certified financial planner. Investments, mutual funds and retirement. Canton NY, Life insurance, Styles Bridges Associates, certified financial planner, CFP, financial planning, retirement planning, long term care insurance, annuities, 315-386-4151