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What Do Financial Advisors Do?

What Do Financial Advisors Do?

by Simplified Financial | Apr 1, 2021 | Financial Consulting, Group Benefits, Insurance, Investing

It is fairly common knowledge that a financial advisor’s job is to help their clients manage their money. However, there is more to it than that. What do financial advisors do? Financial advisors help their clients establish and manage their financial portfolios...
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We love the opportunity to discuss your financial goals and dreams, please select an advisor below to get started discussing how we can bring your goals to life…

Suzanne Durnan

CHS, CEO, Insurance Advisor

Specialties: Corporate Insurance Business Owners, Families, and Retirees

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Shelley Chanut

CHS, Financial Advisor

Specialties: Family Market, Group Benefits, Life Insurance, and Investments

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