The Perry Richey Group Podcast
Through a disciplined, comprehensive approach to wealth management we strive to help clients Build, Manage, Preserve, and Transition Wealth. Comprehensive wealth management involves much more than investments. That’s why we’ve built a team of 10 wealth management professionals with 4 CERTIFIED FINAN… read more
Finding Your Financial Advisor: Making Your Decision (Part 4)
“When your values are clear to you, making decisions becomes easier” – Roy Disney
When you find the right fit, you will feel confident, comfortable, and connected with who you choose to serve you and the plan they have helped you build. By understanding the basics of the Financial Services Industry and becoming clear on your minimum values and standards hiring a Financial Advisor you can take ownership to make the best decision for you and your family.
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For more information about the Perry Richey Group of Baird Private Wealth Management, go to our website, call us at 270.467.9664, or email us at theperryricheygroup@rwbaird.com.
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