Getting Matched

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RightFinAdvisor

Instructions on how to get matched to your right financial advisor. This presentation demonstrates the steps that you will take in order to get matched to the right advisor.

James Conner
James is a 55 year old advisor from Merrick , NY. He has been a financial industry professional for 30years. He enjoys
spending time hiking with his wife Marie, and playing with his dog Bailey.
jconner@rightfinancialadvisor.com
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Getting Matched

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7. James Conner James is a 55 year old advisor from Merrick , NY. He has been a financial industry professional for 30years. He enjoys spending time hiking with his wife Marie, and playing with his dog Bailey. jconner@rightfinancialadvisor.com Connect with James