Finding a financial advisor can be intimidating, and often there is confusion about what you should really expect in the first meeting with a prospective new advisor. In this episode, David Pulcini answers your questions about the process of finding an advisor, and meeting one, and how to tell if that particular advisor and their …
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TLDR
Kyla Scanlon, Devin Friedman, Kat Angus, Sarah Rieger, Matthew Karasz