Travel Tips, and Finding the Right Financial Advisors
NerdWallet's Smart Money Podcast
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How to Choose the Right Adviser for You
Make sure that you're comfortable talking with them in the way that you would prefer, whether that's over the phone or over email. Make sure you know how frequently you'll get to speak with them. Are you going to be talking with the same person each time, or could your case be handed off? With the less expensive services, you may not have one dedicated person to talk to.
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