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Reply to "Talk to me about why we should or should not use a financial advisor"
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[quote=Anonymous]-Use a bank for a checking account and mortgage (WF, BoA, Citibank, etc.) -Use an insurance company for insurance (State Farm, Geico, Progressive, MetLife etc.) -Use an investment management company for investments (Vanguard, Fidelity, Schwab, etc.) Don't get the services and providers mixed up, because you'll only get burned if you do.[/quote]
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