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Financing Personal

While there are a variety of financial software programs to aid people, sometimes hiring an actual personal finance planner is the way to go. Such planners offer many diverse services, so you're bound to find someone that addresses your needs. Many personal finance planners, boasting backgrounds in tax prep and accounting, can offer free financial advice, along with the basics of maintaining a sound budget. They can set up monthly payment plans for budgets, and give advice on wise money purchases, low interest rates, real estate investments, and credit card debt reduction.

Business and development for business ventures may be the focus of one financial planner, while another may be proficient in stock market dealings or taxes. They can also assist in choosing the best auto loans, mortgages, capital investments, stock portfolios, and bank savings accounts.

Personal financing advisors and consultants should be able to work one-on-one with their clients to custom tailor a plan regarding loans, cash spending, savings, money management, and even bookkeeping. Many have financing websites and offer free initial consultations.

Some personal finance planners have a few locations to choose from, but some work independently and feature one office. To become a financial planner, one must attend college and take the necessary licensing exams. Advisors and consultants may begin work within a large firm or open up shop for themselves. They may earn commissions and portfolio management fees, in addition to their base salary.

Skills to have in this business include tenacity, a proficiency for managing investments, a background in finance and accounting, and strong communication skills. Communication is important, as much of the financial planner's time is spent consulting with clients. They should also be computer savvy, as many utilize the latest software to assist them with their tasks.

National Assn. of Personal Financial Advisors
Representing the top professionals in the financial advising industry through our established association. Dedicated to assisting customers across the nation with any financing or planning needs.
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Santa Barbara Bank and Trust
Find the plan that works for you with help from our personal financing specialists in the local Seattle area. Providing exceptional services to assist you with debt consolidation and more.
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LendingTree, LLC
Our local Seattle area financing is perfect for those seeking a personal loan for education, real estate, or a new car. Call our financial services today to see how you can get a personal loan.
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STANDARD LISTINGS:   FINANCING-PERSONAL IN/NEAR SEATTLE
Full Circle Personal Assistance, LLC Write review for this local business
Tacoma, WA 98407
(206) 478-6621  
When you contact the personal financing services companies, you should ask them where they are physically located. You might find that many of the companies are national, while others are statewide or local. You might also find that some of the national companies have offices in your area. If you find the company online, then you should ask if they have a physical location. Many people want personal financing companies that have brokers that can help them with accounting, obtaining auto and business loans, investing capital, and rehabilitating bad credit. While they might be able to get some of these services from a bank, many people also choose to seek personal financing services that specialize in these services. When you contact the companies, be sure to ask them if the offer the services that you need. If you want to purchase a used car, but you don't want to use a lender that will only offer you a sub prime loan because of a bad credit history, then you should be sure to ask the companies if they will be able to offer you better services. Pay attention to the amount of courtesy that is used when answering your questions. This can often indicate how you will be treated in the future. By knowing what questions you should ask when you contact the personal financing companies, you should be able to choose the one that is best for you.



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