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Questions & Answers
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Q:
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What advice would you give to a customer looking to hire a company like yours?
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A:
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Do your due diligence. Meet with multiple advisors to not only get an idea of the fee competition and what services are included in those fees, but personality shop as well. Most advisor/client relationships are built to last a life time, so make sure it is someone you will like to do business with year after year.
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Q:
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What is the most common type of project or service your company provides?
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A:
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Financial/Retirement Planning, asset allocation/management, investments and trading.
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Q:
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What separates your company from the competition?
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A:
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Our ability to provide our client/s with the one on one advisor relationship most are looking for with a powerhouse team behind the scenes committed to providing them peace of mind and structure when it comes to financial needs and concerns. It is the best of both worlds, the resources of a large corporation, with the personal touch of a family run business.
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