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How to choose a financial advisor

Published: October 27, 2022

Whether you're preparing for retirement or just launching your career, there's never a bad time to consult a financial adviser.

Source: cbsnews.com

Related Topics:

James LeeExchange CommissionNational Association For Personal Financial AdvisorsFinancial Industry Regulatory AuthorityFinancial Planning AssociationBudget Plan TextNote PadGetty ImagesNational AssociationPersonal Financial AdvisorsCertified Financial PlannerChartered Financial AnalystFinancial PlannerFinancial AnalystAdviser Public DisclosureFinancial PlannersSaratoga SpringsNew York Based Lee Investment Management

How to choose a financial adviser that's right for you

Published: June 9, 2022

There are several reasons to hire a financial adviser - at any stage of life, whether you're preparing for retirement or just launching your career.

Source: cbsnews.com

Related Topics:

James LeeExchange CommissionNational Association For Personal Financial AdvisorsFinancial Industry Regulatory AuthorityFinancial Planning AssociationBudget Plan TextNote PadGetty ImagesCertified Financial PlannerChartered Financial AnalystFinancial PlannerFinancial AnalystAdviser Public DisclosureNational AssociationPersonal Financial AdvisorsFinancial PlannersSaratoga SpringsNew York Based Lee Investment Management