These advisors are held to a fiduciary standard...is yours?

"When we talk to clients about what it means to have a fiduciary relationship with them, they are very surprised that any professional advisor would practice at a lower standard.”
Charlie Haines, CFP®

“Being a fiduciary means being able to sit across the table from clients, look them in the eye, and say that I work for them and only them -- all of the time.”
Cheryl A. Costa, CFP®

 

5Things

Click here to email this quiz to a friend.

Our sponsors and partners:

Odchudzanie