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Episode 4 - Why working with a Financial Advisor can get you the life that you want.
15 minutes Posted Sep 14, 2020 at 6:00 pm.
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Cynthia Greenfield speaks to Advisor, Steve Branton, who answers the question – “How do financial advisors help their clients achieve their life goals?” As CPCC designated professionals, both Cynthia and Steve work with clients to go beyond financial goals to dig deeper into what people want to accomplish in life.