
Broker vs. Fiduciary: The Hidden Costs of Suitability at National Firms
1715 Treasure Coast Financial Wellness with Thomas Davies
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Discover the shocking truth about the hidden costs of working with a broker versus a fiduciary in this eye-opening podcast. Learn how to make informed decisions about your financial future and avoid costly mistakes. We'll delve into the differences between brokers and fiduciaries, exploring the potential fees, commissions, and conflicts of interest that can impact your investments. By the end of this podcast, you'll have a clearer understanding of what to look for when choosing a financial advisor and how to protect your hard-earned money. Whether you're a seasoned investor or just starting out, this podcast is a must-listen for anyone looking to take control of their financial well-being. Get ready to uncover the hidden costs and make smarter financial decisions.
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Davies Wealth Management
684 SE Monterey Road
Stuart, FL 34994
772-210-4031
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Davies Wealth Management makes content available as a service to its clients and other visitors, to be used for informational purposes only. Davies Wealth Management provides accurate and timely information, however you should always consult with a retirement, tax, or legal prof...