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Financial Advisor vs Financial Planner
Автор: Amani Financial
Загружено: 2025-02-13
Просмотров: 287
Описание: A lot of the advice out there is tied to commissions from the sale of investment products. As a CFP® who offers a fee for service model, I eliminate that conflict of interest so that the recommendations made are truly in your best interest. It also eliminates the need to have an existing portfolio to get good advice. You can have a robust portfolio or be just starting out; it doesn't change the quality of advice you receive!
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