When seeking a financial advisor, there are several key questions to help determine if they are the right fit for you. Are they primarily a financial planner or an investment advisor? Are they a fiduciary? How do they charge for services? What designations and credentials do they have? What type of team do they have in place?
At Brandywine Oak, we pride ourselves on being a fiduciary financial planning firm with a strong and specialized team to ensure the highest level of advice and service for our loyal clients. To learn more, please read https://lnkd.in/gbFT3AKf.
#BOPW #Fiduciary #Team
At Brandywine Oak, we pride ourselves on being a fiduciary financial planning firm with a strong and specialized team to ensure the highest level of advice and service for our loyal clients. To learn more, please read https://lnkd.in/gbFT3AKf.
#BOPW #Fiduciary #Team