What is a financial planner?

Today, insurance salesmen, stockbrokers, bankers, lawyers and accountants commonly refer to themselves as “financial planner.” There are no federal or state regulations that define who may call themselves a financial planner. The 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 receive no compensation for our efforts, since 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 security licensed brokers and can deal independently with those companies offering the best solution for our clients.