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Personal Finance (Not Investing) • Anyone have their financial advisor retire

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When I used a financial advisor centered around one principal, I was worried about the same thing. I inquired and was told there was a succession plan in place. I think you can find this on an ADV report to the SEC. That said, yep, pretty sure prices will go up.

https://planvisionmn.com/

Statistics: Posted by nonnie — Wed Jan 24, 2024 11:24 pm — Replies 6 — Views 923



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