Investments & Financial Planning

Is there a phone number for referrals to local ( CFPs ) Certified Financial Planners ?

Foe referrals to local CFPs you may call the Financial Planning Association FPA at 800 282-7526 and the National Association of Personal Financial Advisors NAPFA at 888-333-6659.

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If you need help with "Investments & Financial Planning" or have other tax questions, we can help you find a local licensed tax preparer for a free, no-obligation consultation.