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Personal Finance (Not Investing) • Anybody have experience working with either of these FA’s?

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Don't know either one but when I see "safe" in a name: "Safe Money", red flags pop up. I figure that they are selling high-cost annuities so you "won't lose a penny in the stock market".

Statistics: Posted by David Jay — Wed Sep 11, 2024 10:24 pm — Replies 1 — Views 123



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