MISTAKE TO AVOID WHEN HIRING YOUR NEXT FINANCIAL ADVISOR

Jan 23, 2019

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When engaging a financial advisor, you have to be very cautious as one wrong advice of an incompetent advisor can cost you an arm and a leg.<br><br>Here we have highlighted some of the common mistakes to avoid when you are on the lookout of the Best Financial Advisor Orange County.

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MISTAKE TO AVOID WHEN HIRING YOUR NEXT FINANCIAL ADVISOR

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MISTAKE TO AVOID WHEN HIRING YOUR NEXT FINANCIAL ADVISOR
Not doing research or background check for your future advisor. About Us Lorem ipsum dolor sit amet, consectetuer adipiscing elit. Maecenas porttitor congue
Falling into the trap of low cost plans. Beware of hidden charges. Know what you’re paying.
Confusing broker with the financial planner. They are not synonymous. About Us Lorem ipsum dolor sit amet, consectetuer adipiscing elit. Maecenas porttitor congue
Expecting extraordinary from investment returns.
Preferring a friendly advisor over a skilled one. Make sure your advisor has Certified Financial Planner (CFP) designation— at least. About Us Lorem ipsum dolor sit amet, consectetuer adipiscing elit. Maecenas porttitor congue
Otium Advisory Group www.otiumag.com (310) 806-9454

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