A financial counselor is a professional who helps individuals and families manage their personal finances by offering guidance on budgeting, debt repayment and financial goal-setting. Unlike financial ...

Financial counselors typically provide financial education and help clients with budgeting and basic money management. Unlike many financial advisors, financial counselors generally don’t offer ...

Tyler Ventzke recently received his official Certified Credit Union Financial Counselor (CCUFC) designation. Ventzke is the Branch Manager at Town & Country Credit Union’s 25th Street location in ...

CFPs create customized financial plans and offer broad services such as estate and retirement planning. Choosing a CFP ensures you'll get an expert with a rigorous certification and ethical commitment ...

Understand the role of financial counselors, what services they provide and when they may be a better fit than a traditional financial advisor Written By Written by Staff Money Writer, WSJ | Buy Side ...