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What is a financial advisor? – What to look for

“What does a financial advisor do?” and “Do I need a financial planner?” are common questions we get here at Tribeca. Have you asked these questions yourself?

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A group of male and female financial advisors standing around a table, smiling at each other while looking at a laptop.

What is a financial advisor? – What to ask

Expanding on our initial article in the ‘What is a Financial Advisor’ series, this article outlines 8 key questions you should ask when seeking a financial advisor.

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A close-up shot of a baby nestled in its mother's arms, wearing a white furry onesie.

What is a financial advisor? – The Tribeca Way

In the final article of our ‘What is a Financial Advisor’ series, we highlight how we go about offering value; and the thinking and tools that enable Tribeca to deliver financial advice in a different way.

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