Countdown to Retirement with Gregg MacInnis

Signs You Might Want to Switch Your Financial Advisor


Listen Later

Signs You Might Want to Switch Your Financial Advisor

Is your financial advisor not returning your calls or doing maintenance on your portfolio?  Are they not providing your other needs like tax and estate planning?  In this episode of Countdown to Retirement, Gregg MacInnis offers the reasons you might want to change advisors and why it’s okay to seek a second opinion about your retirement future.

For more information on GMac Family Financial, or to schedule a consultation with Gregg MacInnis call, 972-475-2461 or visit gmacfamilyfinancial.com.

See omnystudio.com/listener for privacy information.

...more
View all episodesView all episodes
Download on the App Store

Countdown to Retirement with Gregg MacInnisBy Gregg MacInnis