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Founder of WINDFALL ADVISORS. Recently seen live on CNN and in FORBES and CNBC. Fee-Only, Fiduciary, RIA Registered Investment Advisor. Sudden Wealth Financial Advisor specializing in protecti... read more
A financial service agent is someone who helps you manage your finances and investments. They can help you save for retirement, invest in stocks and bonds, and manage your overall portfolio. They work with various financial institutions, including banks, brokerages, and mutual funds companies, to provide you with the best possible advice on your money.
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