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

Our current financial advisor has switch our accounts to Woodbury. I’ve done some research and I don’t like what read about the company. Our account is performing great and our advisor doesn’t pay attention to account. I’m looking for a new advisor. Everyone that is recommended is not a CFP and not listed with NAPFA. What should I be looking for? There’s so many. I’m too old to mess around. Thank you for advise. I’m looking for someone in the Chicagoland area.

Terry Says

Oh my goodness — I have the perfect answer for you and you should act immediately to find a new FEE-0NLY, FIDUCIARY advisor. Read this link on my website — or go directly to Wealthramp.com.
(I get nothing out of this, but the knowledge that you are going to be in good hands after being matched with 2 0r 3 advisors that should fit your requirements.)

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