Posts Tagged “financial advisor”

Ten Key Questions to Ask Your CFP® Professional

Posted on August 30th, 2017 by Carl Bulgini

Before establishing a relationship with a financial planner you will want to interview several people to make sure they’re the right match for you and exhibit key traits of a good advisor. Here are 10 important questions to ask before selecting a financial planner. 1. What experience do you have? Ask for a brief description […]

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