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Questions to ask a Financial Advisor

Updated: Jan 21, 2021


The attached two page document has a list of questions that we feel are very important when searching for a Financial Advisor.


 
 
 

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Check the background of your financial professional on FINRA's BrokerCheck.

Osaic Securities Form CRS

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Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.

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The Wealth Advantage Group is registered to do business in:

AZ, CA, CO, FL, GA, IL, IN, MA, MI, NE, NV, NC, NJ, NY, OH, OR, PA, SC, TN, TX, VA, WA.

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PLEASE NOTE:  The information being provided is strictly as a courtesy.  When you link to any of the websites provided here, you are leaving this web site.  We make no representation as to the completeness or accuracy of information provided at these web sites.

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The 2016 Northville Record's People's Choice Award is based on annual voting by residents of Northville, MI.  Third party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results.  These ratings should not construed as an endorsement of the advisor by any client nor are they representative of any one client's evaluation.

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