Financial consultants may hold the ChFC, chartered financial analyst (CFA) or certified financial planner (CFP) designations.

Connected to long-term financial planning, many financial consultants also advise clients on what insurance policies might make sense for them from a risk and cost perspective. This can include ...

An insurance consulting company previously located in Penbrook has been acquired. The Zigmund Company was acquired by The Parmer Group, which is based in Swatara Township. The Zigmund Company ...

EPIC Insurance Brokers & Consultants (“EPIC”) announces a national leadership team to oversee the recently launched Construction & Infrastructure Group (“C&I Group”). The EPIC C&I Group ...