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Episode #16. Why a financial advisor is so important to have on your team for long term financial life planning.
In this episode Michael talks to Dana Ferrell. Owner for Servitium Financial Management. Dana talks about what a financial advisor is. The Benefits that a financial should bring to you for long term financial planning and the various services that they can provide to help you create wealth no matter where you are financially today.
Dana Ferrell's website. https://www.ameripriseadvisors.com/team/servitium-wealth-management/
contact number. 425.477.4153
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By Michael Fanning "Windermere Coaching"
5
88 ratings
In this episode Michael talks to Dana Ferrell. Owner for Servitium Financial Management. Dana talks about what a financial advisor is. The Benefits that a financial should bring to you for long term financial planning and the various services that they can provide to help you create wealth no matter where you are financially today.
Dana Ferrell's website. https://www.ameripriseadvisors.com/team/servitium-wealth-management/
contact number. 425.477.4153
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