Ask Terry Questions Finance review

Finance review

By Terry Savage on December 23, 2022 | Financial Planning / Retirement

Good morning- do you or your firm look at peoples assets and give advice if needed? I need a good financial person! Thank you.

Terry Says

Please use this link at my website to learn about Wealthramp.com — a “matching” service started by Pam Kruger of PBS, to match people in your position with carefully vetted, FEE-ONLY, FIDUCIARY certified financial planners. This is exactly what you need. Give it a try — and please write back and let me know the results!

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