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Fiduciary: How to Find, Hire, and Establish an Aligned and Trusted Partnership with a Fee-Only Financial Advisor

Fiduciary: How to Find, Hire, and Establish an Aligned and Trusted Partnership with a Fee-Only Financial Advisor - Hardcover

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Fiduciary: How to Find, Hire, and Establish an Aligned and Trusted Partnership with a Fee-Only Financial Advisor

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Availability:In StockContributor:Ryan R. MorrisseyPublish date:2024-05-28Pages:210
Language:EnglishPublisher:Boulder Knoll BooksISBN-13:9798990123809UPC:9798990123809Book Category:Business & EconomicsBook Subcategory:Investments & Securities, Finance, Personal FinanceBook Topic:Portfolio Management, Wealth Management, Retirement PlanningSize:8.50 x 5.50 x 0.63 inchesWeight:0.8907Product ID:SCQAZZP3RE

Fiduciary: How to Find, Hire, and Establish an Aligned and Trusted Partnership with a Fee-Only Financial Advisor

A comprehensive guide to the essential attributes, questions, and evaluation tools for fostering a trusted partnership with a financial advisor.


"A must-read for anyone seeking to secure their financial well-being."

--Geoffrey I. Kanner, CFP(R), Kanner Financial Services LLC


Entrusting your money to a financial professional to help it grow and to plan for retirement makes logical sense: those with...



Language:EnglishPublisher:Boulder Knoll BooksISBN-13:9798990123809UPC:9798990123809Book Category:Business & EconomicsBook Subcategory:Investments & Securities, Finance, Personal FinanceBook Topic:Portfolio Management, Wealth Management, Retirement PlanningSize:8.50 x 5.50 x 0.63 inchesWeight:0.8907Product ID:SCQAZZP3RE
Publisher: Boulder Knoll Books

Free shipping on orders over $75. Standard shipping takes 3-7 business days. Returns accepted within 30 days of purchase.

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