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Diazo Insights

We’re not just here to manage your wealth. We’re here to help you understand how your money is being invested.

How Do I Break Up with My Financial Adviser?

by Justin J. Long CFP®
5 min read
Jul 14, 2021 12:00:00 AM

In last week’s blog we covered reasons to consider changing your adviser. So, let’s say you’ve decided to make the change. Now, you are considering how to approach it.

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Topics: Financial Planning |

Is Your Financial Adviser at Your Big Box Broker Dealer Changing Again?

by Justin J. Long CFP®
5 min read
Jul 7, 2021 12:00:00 AM

I have heard from quite a few folks, and honestly for a lot of my career saw this first-hand — the one constant with their financial adviser at their large firm is change …

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Topics: Financial Planning |
Information presented is believed to be factual and up-to-date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of any topics discussed. All expressions of opinion reflect the judgment of the authors on the date of the post and are subject to change. Hyperlinks on our posts are provided as a convenience. We cannot be held responsible for information, services or products found on websites linked to ours.

Diazo Insights

We’re not just here to manage your wealth. We’re here to help you understand how your money is being invested. Whether you’re figuring out how to limit your tax burden after an inheritance or looking at the costs of launching a company, stay up-to-date with the latest articles, videos, and research on investment management, tax planning, and more. Education is empowerment, and we’re here to give you a boost.

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