Complimentary eBook: Six Critical Things Your Financial Advisor Probably Isn't Doing For You
Written by Patrick Doherty, CFP®. Patrick is a financial advisor at Reby Advisors, a conservative firm that's been named one of America's Top Financial Advisors* by Barron's.
"Six Critical Things Your Financial Advisor Probably Isn't Doing For You"
Get this complimentary eBook that reveals how to tell whether your advisor is putting your interests first... and how to protect yourself from conflicts of interests and poor advice
If you would like to know whether your current financial advisor is giving you advice that is in your best interests, this eBook is for you. Inside, you will learn:
The inspiration for this eBook comes from decades of experience working with people who already had advisors prior to meeting with us
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How to tell whether your advisor has a conflict of interest or is acting as a fiduciary on your behalf
How to tell whether your advisor is taking shortcuts that may be hurting your finances
The exact questions that may reveal whether you're working with the right financial advisor
Reby Advisors was recognized by Barron’s magazine as one of America's Top Financial Advisors and the No. 1 independent financial advisor in Western Connecticut.*
We have six CFP® professionals on our team.
We've been helping people pursue, achieve, and sustain their retirement lifestyle goals for 30 years...
"Most people who come to us for financial advice know this is a crucial decision in their lives and don't want to mess it up. The decisions you make planning for retirement are often irrevocable. Planning properly will allow you to enjoy retirement, even as the cost of living rises, and even in a volatile economy."
—Bob Reby, CFP®
Questions? Contact us any time to apply for a complimentary consultation:
1-800-769-9963 | firstname.lastname@example.org
Bob Reby, CFP®
Laurie Ham, CFP®
Patrick Doherty, CFP®
George Koeltl, CFP®
Karl Seelaus, CFP®
Rudolf Weiss, CFP®