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Dave Gene Neugart - Use an Estate Agent Financial Adviser

Dave Gene Neugart Advisor further check in with their clients on a regular basis to re-evaluate their current situation and future goals and plan accordingly.

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Dave Gene Neugart - Use an Estate Agent Financial Adviser

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  1. Welcome To Dave Gene Neugart https://twitter.com/gene_neugart

  2. Dave Gene Neugart is a financial adviser. He spent a lifetime accumulating a solid educational background accumulating multiple professional licenses such as a Federal IRS Enrolled Agent to represent Businesses & Individuals in Tax preparation & Audit representation, California Real Estate Brokers License, California Insurance Property & Casualty, Life & Health Licenses, & Federal Mortgage Origination License in addition to professional designations in each discipline

  3. Seeking professional advice from a qualified financial adviser is often a shrewd move in getting the most out of your money. Yet many of us may be at a loss on what we should consider when choosing a financial adviser.

  4. You should check with the FSA before taking or paying for any advice. Firms that are not registered should be avoided. Any reputable company should be registered with the FSA.

  5. Financial advisers enjoy differing levels of independence. An independent financial adviser should give you a service tailored to your needs offering a range of products from across the market.

  6. Mistakes help Although most advisers will offer a free initial consultation it is important that you fully understand what future costs may be, and agree whether they will be paid on a fixed fee or commission basis.

  7. Mistakes push you to do better, be better. They help you become a better version of yourself.

  8. Trust is important. Your financial adviser may help you to make some of the most significant financial decisions of your life, so you should feel completely comfortable with them.

  9. THANK YOU !!! https://davegeneneugart.blogspot.com

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