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Does Wealth and Business Planning Group, LLC (The Financial Quarterback™) invest in financial products recommended to their clients?

April 26, 2017Business financial group invest LLC planning products recommended wealth

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Does Wealth and Business Planning Group, LLC (The Financial Quarterback™) invest in financial products recommended to their clients?

1 Answer

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10 Posted

At times, the principals and affiliated persons of Wealth and Business Planning Group, LLC (The Financial Quarterback™) may invest in products recommended to the client. Client accounts are always given priority.