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10 Signs You’re Working With the Wrong Financial Advisor

By Amanda McFarlane | March 11, 2021

Last Updated: February 1, 2024 Most people don’t know how to choose—or when to leave—a financial or investment advisor. Have you had a less-than-pleasant experience with a doctor, salesperson, or restaurant server? Almost everyone has! Bad customer service, poor communication skills, and mistakes from inattention to detail happen in every…

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