A Scorecard for Your Financial Adviser
by Christopher C. Giambrone, CFP®, AIF®, Co-founder, CoughlinGiambrone, LLC
Apr 24, 2019
2 minutes
Sometimes it can be difficult to fully grasp the value of a financial adviser. Do they mostly manage my money? Are they doing a good job for me? How would I even know? These are important questions that can often be difficult to answer.
There are many resources available that can help provide guidance when choosing a financial adviser. Perhaps the more challenging task arrives after you have selected one.
Nowadays, with
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