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How to Prepare for the First Meeting with a Financial Advisor

How to Prepare for the First Meeting with a Financial Advisor

| December 17, 2020
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IA&LMA co-owner, Lisa Bamburg, was recently featured in U.S.News & World Report, "Prepare for a First Financial Advisor Meeting."

"Make sure the advisor has experience helping people in situations similar to yours, Bamburg says."

Read the entire article here.

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