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Richard Polemeni

美国

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WiserAdvisor

I was referred to three advisors

I was referred to three advisors. They all have the important credentials to be a fee-only fiduciary advisor. Each interview lasted about an hour. The advisors were informative but not pushy. I felt that I was in control of the interview and selection process. It forced me to critically review my current financial condition and clarify my goals in choosing an advisor.

2023-06-15已认证有帮助 1