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Financial Advisors
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How to choose financial advisors on Godesi
Real estate agents, attorneys, CPAs and advisors are licensed β check the licence, then check the fit.
Before you book
- β Verify the licence/registration number with the state body
- β Ask how they are paid: fee, commission or percentage of assets
- β Confirm they handle your specific matter regularly
Questions to ask
- β What is your licence number?
- β How are you compensated?
- β How many clients like me do you serve?
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