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Financial Professional Shopping
November 15, 2024 · 56 min

Kelley warns of red flags to spot when searching for the right financial professional.  She used pre-produced skits spotlighting bad financial advisor traits as a fun way to show what to be vigilant about.  Kelley also takes the time to provide answers to some of the most important retirement questions people ask.

Reach Kelley at 800-810-8060.

California Wealth Advisors

www.californiawealthadvisors.com

 

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