Peter J. Creedon CFP® discusses what you should know before you hire a financial professional: Credentials, Compensation, and Standards of Customer Care. Learn how to evaluate the different services provided so that you can find the professional appropriate for your needs.
Peter J. Creedon CFP® is the Founder and CEO of Crystal Brook Advisors. With over 18 years of experience in the financial plannign industry, he founded Crystal Brook Advisors to help young professionals, and business owners reach their planning goals. He has been published on various media channels, some examples are Credit.com, Investor Business Daily, Go Banking Rates, Investopedia, and more.
Presented by the Financial Planing Association of New York.
Seating is first come, first seated.