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Fiduciary vs Broker

November 16, 2015 by Richard E. Reyes, CFP®

Not all Financial Advisors are the same. To be honest, the is a lot of difference between us. The Financial Quarterback™ explains the difference between a fiduciary vs. broker.

Filed Under: Financial Planning, Financial QB TV Videos, Videos Tagged With: josh jalinski, retirement income in florida, richard reyes financial advisor, the financial qb, the financial quarterback

My Job as Your Financial Quarterback

November 16, 2015 by Richard E. Reyes, CFP®

Let me tell you what our clients hire us to do for them.

Filed Under: Financial Planning, Financial QB TV Videos, Videos Tagged With: josh jalinski, retirement income in florida, richard reyes financial advisor, the financial qb, the financial quarterback

Call: (407) 622-6669 financial quarterback

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Recent Posts

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Richard E. Reyes, CFP®
The Financial Quarterback™
Wealth & Business Planning Group, LLC
125 S. Swoope Ave., Suite 109
Maitland, FL 32751

PH: (407) 622-6669
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Copyright The Financial Quarterback™ • CFP ® CERTIFIED FINANCIAL PLANNER ® and the CFP symbol are marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP™ Boards initial and ongoing certification requirements. Investment advisory services offered through Wealth and Business Planning Group, LLC., A Registered Investment Advisor. Wealth and Business Planning Group, LLC [The Financial Quarterback™] is a Registered Investment Advisor in the State of Florida which offers Fee Planning and Asset Management. Annuity and Insurance services offered through Wealth and Business Planning Group, LLC [The Financial Quarterback™]. Depending on your state of residence, Wealth and Business Planning Group, LLC [The Financial Quarterback™] may not be able to immediately provide services. Use or viewing of this site acknowledges that you have read, understand and will abide by our terms of use, legal notices, and disclaimers. • [FinancialAdvisorsWebsites.com]

  • Home
  • About
    ▼
    • About YOU
    • About ME
    • Our Process
    • Our Comprehensive Team
    • Our Fees
    • Have Richard Speak
  • Events & Courses
  • Your Next Step
  • Resources
    ▼
    • Retirement Education
    • Investor Education
    • Free Downloads
    • Read My Books
    • Receive Our Monthly Newsletter
  • Blog
  • Contact
  • (407) 622-6669