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  • Kiplinger

    A Scorecard for Your Financial Adviser

    by Christopher C. Giambrone, CFP®, AIF®, Co-founder, CoughlinGiambrone, LLC Apr 24, 2019 2 minutes

    Sometimes it can be difficult to fully grasp the value of a financial adviser. Do they mostly manage my money? Are they doing a good job for me? How would I even know? These are important questions that can often be difficult to answer.

    There are many resources available that can help provide guidance when choosing a financial adviser. Perhaps the more challenging task arrives after you have selected one.

    Nowadays, with

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