Retirement 360

The Client Experience - February 26, 2022


Listen Later

What is it like to come into a financial planning office? Today Alan takes you through that experience with Mercurio Wealth Advisors, from the moment you first make contact through the process of putting a Game Plan together all the way through implementing that plan once it is agreed upon.

Retirement 360 is a Sunday morning radio tradition in the Louisville, Kentucky area, running for well over a decade. Alan Mercuio and Troy Bolton of Mercurio Wealth Advisors take a look at economic issues and topics related to retirement planning, as well as educating listeners to help prepare them for their post-working years, whatever they may have in mind for them.
...more
View all episodesView all episodes
Download on the App Store

Retirement 360By Alan Mercurio and Troy Bolton