“Before the Advice, Check Out the Adviser”- Article

///“Before the Advice, Check Out the Adviser”- Article

“Before the Advice, Check Out the Adviser”- Article

A Thorough and Comprehensive overview of the Balkanized world of financial advice that leaves consumers exposed to predatory practices.

Before the Advice, Check Out the Advisor

Let us use this occasion to underscore that Trusted Financial, in all its dealings acts as a Fiduciary, seeking to represent the needs of and best interests of its clients. We are a Registered Investment Advisor, which as discussed in this article must act as Fiduciary and we are Certified Financial Planners which also holds us to this high standard.

By | 2018-07-02T10:43:25-07:00 October 25th, 2014|Learn How We Make Investment Decisions|0 Comments

About the Author:

Gary has been continuously serving clients in the area of finance and investments for over 30 years. Currently he provides services to clients as a fee-only Certified Financial Planner® and manages their investments on a day to day basis.