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Five Things To Ask Your Financial Planner
Monday, June 1, 2009Whether you use a private wealth management firm in New Jersey or a wealth management firm in Philadelphia, there are certain questions that should definitely be utilized during meetings.
1. What is Your Experience as a Financial Planner? Ask your prospective financial planner how long they have been in practice, and where they worked prior to the company that they’re currently with. ...Original article from http://www.blogsinrealestate.com/2009/05/31/five-things-to-ask-your-financial-planner/
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