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Beth

United States

1 Reviews
5 Reads
0 Useful

1 review

WiserAdvisor

Pointed me in the right direction...

Received three referrals, met with two planners. Was able to make a decision based on 3 meetings and a prior experience with another financial adviser. Not knowing what to expect, it was good to have 3 to compare. I was surprised at how differently they all presented themselves. If you decide to use a Financial Planner, be sure to meet with more than one. They are not all created equal.

2018-03-18Verified