Investing
The most important factor when choosing someone to help manage your investments is to find someone you TRUST. Spend some time getting to know them on a personal basis to better understand their investing philosophy, talk with some of their clients and set up a managed agency account with joint management (you and your advisor). This is often in a bank's trust department or a brokerage firm with trust powers. I prefer an organization that is a fiduciary who can administer the trusts we have established in our wills.
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