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Episode 6 – Fiduciary vs Suitability

October 20, 2020 by John Williams

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This episode is a continuation of the first 3 episodes in a series where we tackle some of the most confusing aspects of working with a financial advisor. Get caught up before you start part 4.

Part 1 – https://bit.ly/3m7bb8L

Part 2 – https://bit.ly/2H9aZqi

Part 3 – https://bit.ly/34ffKrr

Today we talk about the difference between working with advisors who are held to a fiduciary and suitability standard.

Want to hear more about how we can help you achieve your financial goals? Schedule a complimentary consultation with our advisors today.

Category: Personal Finance, Videos
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Bautis Financial
7 North Mountain Ave
Montclair, NJ 07042
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  • Schedule a Call
  • Podcasts
    • Agent of Wealth
    • Clear a Path
  • About
    • Our Approach
    • Our Team
    • Our Difference
  • Who We Work With
    • Individuals and Families
    • Small Business Owners
    • Retirees and Pre-Retirees
    • 401k Plan Sponsors
  • Insights
    • Blog
    • Business Valuation Advisor
    • College Planning Hub
    • Discover How
    • Learning Center
    • Risk Score
  • Client Access
    • Wealth Center
    • Orion

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