Vance Barse, AIF®
Wealth Strategist


Vance’s Blog

Posts tagged Martin Shenkman
Webinar: Selecting the Financial Advisor that is Right for You

Achieving your financial, retirement, estate planning, and other goals may require a financial advisor. But advisors are not all the same: who you have serving you can make a big difference in achieving your goals. The relationship you have with your advisor should be about more than “just” trust or the name on the door. This webinar offers guidance to help you select the financial advisor that is right for you.

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