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The Final Question: What Is A “Fiduciary”?

When you choose a financial advisor, how do you know whether they are advising you in a truthful and honest matter that does not benefit their personal interests? At the DiFrancesco Virtual Family Office, we explain what it means to be a “fiduciary” and why we are proud to be a Registered Investment Advisor.

Schedule your complimentary 30-minute call and we’ll be happy to chat!

 

Have a question? Send us a message.

High Lift Financial

2150 Hillholm Street
Johnstown, PA 15905

Office: 814-201-5855
Toll-Free: 855- 804-3548
Fax: 855-804-3547
matt@highliftfin.com

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All information is obtained from sources deemed reliable, but not guaranteed. No tax or legal advice is given nor intended. Content provided herein or on our website should not be construed as an offer for investment advice or for securities, insurance, or other investment products. Investments involve the risk of loss and are not guaranteed. Consult a qualified legal, tax, accounting, or financial professional before implementing any investments or strategy discussed here.
 
High Lift Financial is a DBA for DiFrancesco Financial Concierge, LLC.  Investment advisory services are provided through Cornerstone Planning Group, LLC, an independent advisory firm registered with the Securities and Exchange Commission.

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