Path To Wealth & Wisdom

What Is A Fiduciary?


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When you start looking for someone to help you handle your finances, you’ll often see that many financial professionals refer to themself as a “financial advisor.” Over the years, it has become a common title to see and it can be difficult to recognize the differences between each professional that uses this umbrella term. If you find an advisor who is able to call themselves a "fiduciary," this is a great start. They have legal obligations to uphold their clients best interest and we will explain what exactly a fiduciary is on today's show.

 

Visit Steve Davis's website: http://www.daviswealthmgmt.com/

Phone number: (603) 715-2335

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Path To Wealth & WisdomBy Steve Davis

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