What should I look for in a financial advisor?

1 min. readlast update: 02.28.2025

A financial advisor works for you. His or her loyalty should be to you, the client, not the product(s) he or she is trying to sell. We feel that being truly independent is the best way to give clients objective advice. As independent, fiduciary advisors, we do not have limitations or requirements to use any specific investment product or solution; this allows us to create customized financial solutions that are designed to address your unique needs, goals, and aspirations.

Contact us for more information.

Phone: (480) 364-7401 | Email: hello@cognisgrp.com | Request Free Consultation

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