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| A lot of the value a financial advisor can provide is their competency in tax planning. I've never spoken with Fisher so I haven't a clue. If I were you, I'd ask them how they know your state laws and will help you tax plan.
A lot in wealth management are simply sales people. Honestly banking is the same way. The good ones find a way to add value for their customers and a financial advisor must help with tax planning imo. | |
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fisher investments
