Carnegie Investment Counsel Blog

Heidi Rose

Considering a Female Financial Advisor? Here Are 3 Ways to Find the Perfect Fit for You

Posted by Heidi Rose on Feb 11, 2020 12:00:00 PM

How to choose the best financial advisor for you

Looking for a female financial advisor? At Carnegie Investment Counsel, we asked three of our female financial advisors for tips about how to find the best investment advisor for you. They emphasized that team members at Carnegie, male or female, focus on providing a customized and hands-on approach to services from financial planning to portfolio management. The point is to assess any advisor for the best fit when choosing a long-term financial partner.

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Topics: Financial Planning, Investment Management

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