Alderfer Bergen financial planning estate wealth management tips meeting financial advisor Mike Bergen

SMM 17-4-29 Tips For Meeting with a Financial Advisor

“Welcome to Smart Money Management presented by Alderfer Bergen &amp; Company in Warsaw. Alderfer Bergen is dedicated to helping business owners, retirees and professionals with comprehensive financial planning services including 401k and retirement plan rollovers, customized portfolio design and asset management for individual investors and retirees. The opinions voiced on this show are for general information only, and are not intended to provide specific advice or recommendations for any individual. To determine what investments may be appropriate for you, consult with your attorney, accountant, financial advisor or tax advisor prior to investing. Securities and advisory services offered through LPL Financial, a registered investment advisor—member FINRA/SIPC.”

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“Welcome to Smart Money Management presented by Alderfer Bergen & Company in Warsaw. Alderfer Bergen is dedicated to helping business owners, retirees and professionals with comprehensive financial planning services including 401k and retirement plan rollovers, customized portfolio design and asset management for individual investors and retirees. The opinions voiced on this show are for general information only, and are not intended to provide specific advice or recommendations for any individual. To determine what investments may be appropriate for you, consult with your attorney, accountant, financial advisor or tax advisor prior to investing. Securities and advisory services offered through LPL Financial, a registered investment advisor—member FINRA/SIPC.”

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SMM 17-4-29 Tips For Meeting with a Financial Advisor

SMM 17-4-29 Tips For Meeting with a Financial Advisor