14 min

The First Steps To Working with a Financial Advisor (Ep. 43‪)‬ Dear Rochester, Retire Well

    • Investing

Finding a financial advisor can be intimidating, and often there is confusion about what you should really expect in the first meeting with a prospective new advisor.  In this episode, David Pulcini answers your questions about the process of finding an advisor, and meeting one, and how to tell if that particular advisor and their … Continue reading The First Steps To Working with a Financial Advisor (Ep. 43) →

Finding a financial advisor can be intimidating, and often there is confusion about what you should really expect in the first meeting with a prospective new advisor.  In this episode, David Pulcini answers your questions about the process of finding an advisor, and meeting one, and how to tell if that particular advisor and their … Continue reading The First Steps To Working with a Financial Advisor (Ep. 43) →

14 min