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Is Your Advisor Doing This?
Episode 273

Is Your Advisor Doing This?

Peak Financial Freedom Hour with Jim and Dan · Jim Files

March 2, 202334m 52s

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Show Notes

Jim and Dan will point some important things that your financial advisor should or should not be doing. Check to make sure your advisor is acting appropriately with your money.

Contact Information:

Website: https://peakfinancialfreedomgroup.com/

Phone: 916-791-7063