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City’s Outstanding Wealth Managers
Finding a wealth manager who suits your needs can be a daunting task. In fact, many
consumers have a hard time figuring out where to even begin. Sometimes, a few simple
questions can set one off on the right path. Asking a wealth manager what makes
working with him or her a unique experience can help you understand how they work
and if their style meshes with your own. Further, asking a financial advisor to talk about
any specialties they might have can help uncover skills you might find useful. Ultimately,
how do you find an experienced wealth manager who you feel comfortable working
with? One who has high retention rates? One who has undergone a thorough complaint
and regulatory review? One who has tenure in the industry?
© 2014 Five Star Professional