Smart Money Circle

Part II: Timeless Investing Lessons & The "Best" Advice -Over $2 billion RIA


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In this episode, Stephen A. Hartel, AIF® Wealth Advisor and Accredited Investment Fiduciary® at Trilogyfs.com with over $2B AUM, shares some timeless lessons and the "Best" advice he has received over the years. 

Stephen Can Be Reached At: 

P: (303) 300-3323 x5221 | F: (303) 872-6598 | 

or 

www.trilogyfs.com/stevehartel

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Smart Money CircleBy Adam Sarhan

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