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Dave Gene Neugart - financial planning or consulting services

Dave Gene Neugart is a professional financial adviser who suggests and renders financial services to clients based on their financial situation.

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Dave Gene Neugart - financial planning or consulting services

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  1. DAVE GENE NEUGART What beginners need to know

  2. ABOUT Dave Gene Neugart is a financial adviser, I have spent a lifetime accumulating a solid educational background accumulating multiple professional licenses such as a Federal IRS Enrolled Agent to represent Businesses & Individuals in Tax preparation & Audit representation, California Real Estate Brokers License, California Insurance Property & Casualty, Life & Health Licenses, & Federal Mortgage Origination License in addition to professional designations in each discipline.

  3. KNOWING THE BASICS What is a Financial Adviser? A financial advisor is a professional that provides expertise for clients' decisions around money matters, personal finances, and investments. Financial advisors may work as an independent agent, or may be employed by a larger financial firm. Advisors must be licensed to carry out business with clients.

  4. HOW DO FINANCIAL ADVISER WORK? Financial advisors assess the financial needs of individuals and help them with investments (such as stocks and bonds), tax laws, and insurance decisions. They help clients plan for short-term and long-term goals, such as education expenses and retirement. They recommend investments to match the clients' goals.

  5. FINANCIAL ADVISOR RESPONSIBILITIES: Talking to clients to determine their expenses, income, insurance coverage, financial objectives, tax status, risk tolerance, or other information needed to develop a financial plan. Answering client questions about financial plans and strategies and giving financial advice.

  6. Many banks offer the option to use their financial advisers for your investments. They may offer incentives such as lower fee transactions or free checking if you have an investment account at the bank.You may want to work with your bank because already have a relationship with them. DO BANKS HAVE FINANCIAL ADVISORS?

  7. VISIT US Twitter https://twitter.com/gene_neugart Pinterest https://in.pinterest.com/davegeneneugart/ THANK YOU !!!

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