The Retirement Key

7 Things to Look for in a Financial Advisor


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Certified Financial Planner Joshua Barbin discusses the essential factors to consider when choosing a financial advisor. He emphasizes the importance of personal fit, transparency in fees, investment philosophy, and the advisor's qualifications. Joshua also highlights the significance of building a trusting relationship with the advisor and ensuring compliance and a clean record.

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The Retirement KeyBy Abe Abich

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