Deez Steeles

Archive for May 2009

When an Advisor is not an Advisor

Posted by: fitzgeraldsteele on: May 28, 2009

Today I got a courtesy call from our brokerage company, who has assigned a new financial advisor to my account.  He asked me about our family’s financial strategies, and if we had anything we’d like him to look into.  I said yes…I currently have some money in a mutual fund that I would be interested [...]


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