Dear Rochester, Retire Well

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Purchasing Practices Part 1: Our Process With Joe Prestigiacomo, CFP® (Ep. 68)

Are YOU prepared for retirement? A lot of financial advisors aren’t. In this episode, David Pulcini brings on Joe Prestigiacomo, CFP®, Partner at Six Point Financial, to talk about the importance of succession planning for financial advisors. They explain the process of transitioning a financial practice and emphasize the benefits of partnering with an independent … Read More Read More

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