Do you ever wonder how to pick a Financial advisor? Who can be trusted? Will a financial advisor really help?
On this episode Crystal talks about four few key thoughts of what a financial advisor CAN bring to the table!
- What is their experience and are they credible?
- Is your advisor accountable?
- Do you have the same philosophy as the advisor?
- Is there a plan and a process?
You can have Confidence for every financial decision!
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It’s time your finances are Crystal Clear! Call us today at (518) 433-7181 and schedule your free initial consultation!