Make sure you DO NOT hire your financial advisor too quickly.
It's important to remember that while it's nice to have a friendly relationship with your advisor, it's best not to choose them based on friendship alone. Your financial well-being is at stake, so finding someone qualified and experienced in their field is crucial.
Do your research and make sure you feel comfortable and confident in your advisor's abilities. Remember that your finances should not be taken lightly.
Tag a professional friend who needs to hear this in the comments
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️ DISCLAIMER:
Celestial Wealth Management, LLC is registered as an investment advisor in the state of Maryland and Texas.
Neither the information nor the opinions constitute an offer or invitation to make an offer, buy or sell any securities or other financial instruments.
This video is not intended to provide personal investment advice and it does not take into account the specific investment objectives, financial situation or particular needs of any particular person.
Investors should seek financial advice regarding the advisability of investing in financial instruments and implementing the investment and planning strategies discussed in this video and should understand that statements regarding future prospects may not come to pass. .
Nothing provided here constitutes tax advice. Individuals should seek advice from their own tax advisor for specific information regarding the tax consequences of investments.
Investing in securities involves risks and is not suitable for all investors. This constitutes neither a recommendation nor an offer to sell (or the solicitation of an offer to buy) any securities in the United States or any other jurisdiction. All investment strategies carry the potential for profit or loss.
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