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Tips from a best financial advisor_ James J

James J. Lukezic has the best professional portfolio as the executive managing director of Old Slip Capital Partners and two decades of experience working as a retired consultant for large corporations. He has taken on different roles serving as a financial analyst and the institutional consultant for various financial institutions.

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Tips from a best financial advisor_ James J

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  1. Tipsfromabestfinancialadvisor:James J.Lukezic James J. Lukezic has the best professional portfolio as the executive managing director of Old Slip Capital Partners and two decades of experience working as a retired consultant for large corporations. He has taken on different roles serving as a financial analyst and the institutional consultantfor various financial institutions.

  2. Due to his experience in the field, James J. Lukezic has seen many people who are unsure of how to find a financial advisor. Because of this he shares some tips to find the right financial advisorthat will help you with everything. Let’sdiscussthat- Askthecorrectquestion When meeting with a potential financial advisor you must ask the relevant questions. It is critical potential clients go prepared with questions before they meet with a potential financial advisor. Asking the right questions helps people find an advisor who will meet their needs and financial goals. If the financial advisor doesn’t give them the answers they are looking for then it could be a sign thatthey must look somewhere elsesuggests James J. Lukezic. Getconnectedwithvarioustypesoffinancialadvisors Herecommendspeoplefamiliarizethemselveswithdifferenttypesoffinancialadvisors.Some of them focus on financial planning, while others do investment management. Investment advisors focus on managing the investments of their clients. Retirement financial advisors specialize in managing sources of income during retirement such as investments, pensions and othersocial benefits. Doesthefinancialadvisorhavecredentials? James J. Lukezic advice people to verify that potential financial advisors have some credentials thatare- CFP, PFS or CFA as gettingan advisor that has a certain reputationis a critical step. He also suggests people check the financial industry regulatory authority (FINRA) for any complaints. Even if the financial advisor has the credentials you must double-check for the complaintsagainst them. Compensationprocess

  3. He recommends people look for a financial advisor to learn about the compensation process to determinethe types of financial advisors that they can afford. James J. Lukezic has worked with financialgiants and also with financial intuitions. Connectwiththebestadvisor! So, still if you have any doubt about selecting the best financial advisor for you then you can cometo James J. Lukezic. He will workwith you and provide you with thebest guidance.

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