Скачать или смотреть What to Expect from a Financial Advisor – The 5 C’s | Financial Symmetry

What to Expect from a Financial Advisor – The 5 C’s | Financial Symmetry

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Описание к видео What to Expect from a Financial Advisor – The 5 C’s | Financial Symmetry

Have you been on the fence about hiring a financial advisor? This indecisiveness can cost you.

This episode will help you decide whether hiring a financial advisor is right for you. You’ll learn the 5 C’s that you can expect when hiring a financial advisor.

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Financial Symmetry is a Registered Investment Advisor in Raleigh, NC. This video is for informational purposes only and does not constitute individualized advice or a guarantee that you will achieve a desired result. You should consult with appropriate tax and financial advisors for advice specific to your situation.

#financialadvisor #cfp #financialplanning

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