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U.S. NEWS & WORLD REPORT - How to Prepare for a First Financial Advisor Meeting

Man and Woman Talking with Laptop

According to U.S. News & World Report, one question to ask a financial advisor at your first meeting is whether or not the advisor is a fiduciary. As Director of Financial Planning Brian Bruggeman, CFP®, CTFA notes, "A fiduciary is required to put the client's interests ahead of their own."
 
Learn more about preparing for your first meeting here