financial advisor expectations
should I expect my financial advisor to advise me on my real estate (more than residence) investment/assets as well as my stocks and CD investments/assets
Terry Says
A good financial advisor has broad expertise. Find one here: https://www.terrysavage.com/pam-krueger-wealthramp/
If real estate is a significant part of your assets, I’m sure Pam can match you with an appropriate fee-only FIDUCIARY advisor
