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Call our Green Bay Financial Advisors Today for a Free Consultation! Call us at or E-mail us at [email protected] Key Takeaways · A financial planner is a professional who helps individuals and organizations create a strategy to meet long-term financial goals. · "Financial. Heritage Financial Consultants was named a Largest Wealth Management Firm in the Greater Baltimore Area on 12/2/ based on data from by the Baltimore. The ChFC® professional is prepared with the essentials of financial planning, including insurance, income taxation, retirement planning, investments. A financial advisor is not just someone who manages your investments. An advisor can help you figure out your savings, how to build for retirement, help with.
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