Second Opinion Checklist PC1317-Digital

INVESTMENT STRATEGY

Get a Second Opinion. You Deserve It.

Second opinions are common when it comes to your healthcare or auto repair, and it should be that way with your finances. A second opinion could be helpful if you have specialized needs or recently experienced a life change such as a marriage or retirement. You also may benefit from a second opinion if you are feeling complacent about your current advisor or if you have multiple advisors and are considering consolidation.

Wealth | Investments | Planning Commerce Trust Company

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