Ask Terry Questions Financial Advisor– Terry checks and says beware!

Financial Advisor– Terry checks and says beware!

By Terry Savage on October 16, 2022 | Financial Planning / Retirement

Do you know the reputation/credentials of Steve Charlton Wisdom Financials

Terry Says

I always want my readers to do their own homework. Here’s where to go: https://brokercheck.finra.org/

I did that — and found he is NOT registered as an investment advisor with the Federal government.
So I googled him. He is a LIFE INSURANCE”ADVISOR” — a salesman!!

Now he might be a good life insurance salesman — I have no way of knowing — but that is NOT who you are looking for to get advice about your entire financial future.

Please, please use this link to reach Wealthramp.com — a matching service for FIDUCIARY, FEE-ONLY Financial advisors who have been carefully checked and reviewed. I hope I just saved your fortune!!

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