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Massey on Money-Top Signs You Need a New Advisor-March 22, 2025

Jeff Massey is the founder and president of Massey and Associates, Inc. He is a CERTIFIED FINANCIAL PLANNER® with 30 years of experience. He helps clients with retirement planning, asset preservation, investment strategies, legacy planning, and comprehensive financial guidance. He does a weekly Podcast talking about retirement. Investment advisory products and services made available through AE Wealth Management, LLC (AEWM), a Registered Investment Adviser. CFP Board owns the marks CFP®,  CERTIFIED FINANCIAL PLANNER®, and  CFP® (with plaque design) in the U.S.

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Jeff Massey is the founder and president of Massey and Associates, Inc. He is a CERTIFIED FINANCIAL PLANNER® with 30 years of experience. He helps clients with retirement planning, asset preservation, investment strategies, legacy planning, and comprehensive financial guidance. He does a weekly Podcast talking about retirement. Investment advisory products and services made available through AE Wealth Management, LLC (AEWM), a Registered Investment Adviser. CFP Board owns the marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the U.S.

Jeff Massey is the founder and president of Massey and Associates, Inc. He is a CERTIFIED FINANCIAL PLANNER® with 30 years of experience. He helps clients with retirement planning, asset preservation, investment strategies, legacy planning, and comprehensive financial guidance. He does a weekly Podcast talking about retirement. Investment advisory products and services made available through AE Wealth Management, LLC (AEWM), a Registered Investment Adviser. CFP Board owns the marks CFP®, &nbsp;CERTIFIED FINANCIAL PLANNER®, and &nbsp;CFP® (with plaque design) in the U.S.

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Massey on Money-Top Signs You Need a New Advisor-March 22, 2025

Massey on Money-Top Signs You Need a New Advisor-March 22, 2025