Hello everyone,
I’m looking for a solid Fiduciary Financial Advisor.
Long story short, I’ve been working with someone for the past few years that, I “thought”, was helping in my best interest but after a few years (and after reading a few of Jeremy’s blog posts), he gets paid for the different products /services he “recommends” to me. He has helped me save a lot of money on taxes over the last few years (he help setup a pension plan and other plans for my company), but he’s still not the right guy for me.
If anyone has a solid referral I would definitely appreciate it - especially if they’re located in San Diego.
Thanks in advance