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We commend you for doing your own due diligence when searching for a Financial Advisor. A Financial Advisor should not be someone who contacts you every now and then, but someone with whom you will build a close, long-lasting relationship. Your Financial Advisor should proactively guide you throughout every step of your financial life. We have compiled a short list of some areas you may want to consider before selecting a Financial Advisor, as well as a
list of critical questions you should ask each prospective advisor.
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or call (480) 422-8522 to request your physical copy.