David J. Perrotto
May 15, 20174 min read
7 actions to take when meeting with potential Financial Advisor
Great, you have a reason to meet with a financial advisor, and now you are going to interview someone, who hopefully will manage part or...
David J. Perrotto
May 8, 20172 min read
5 things to do before you meet with your advisor to make your meeting productive
One thing that you can be sure your financial advisor will talk about? Retirement. 99.99% of all advisors talk about retirement with...