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September 9, 2016

Fiduciaries vs. Brokers?

Choosing an Advisor to manage your Wealth is one of the most important decisions that you can make. It is a decision that will affect many decades of your life; as well as, centuries for your heirs, beneficiaries and charities.

Therefore, it is crucial to work with a firm you can trust – one which is dedicated to understanding and addressing your Specific Individual Goals and Needs.
Before you make a decision of which firm to use, watch this video, and learn
what the differences are between Fiduciaries and Brokers.A
Fiduciary
is someone who has a  legal obligation to act on another’s best
interest. A

Broker
is someone who facilitates a financial transaction between two
parties, often receiving a one time commission for their services.

Fiduciaries vs. Brokers

Questions? Richard Ehrlich is an investment advisor representative and a fiduciary. Call (561) 340-2667 or click here to schedule a no obligation initial consultation.

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