Protect yourself when picking financial advisers
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Choosing a financial adviser can seem like a daunting task, but experts say it all comes down to building trust.
The No. 1 rule when working with a financial adviser is to not give them cash, said Bill Bowman, a CPA and senior adviser at Oshkosh-based Aegis Financial.
Shuda, Nathaniel, "Protect yourself when picking financial advisers" (2016). In the News. 1083.