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Five Things To Ask Your Financial Planner

Monday, June 1, 2009

Whether 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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