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Avoid mistakes with a financial advisor

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Question: I gave my money to a financial advisor a few years ago and I have not been happy at all. And it is more than just the fact that I’ve lost money. I just don’t feel like he knows I am alive. Is it too much to expect to be able to find someone who will take care of me and my money?

Answer: It is not too much to ask that a financial advisor be a competent partner in assisting you achieve your realistic financial goals.

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