Your Financial Journey

Your Financial Journey: Why Use a Financial Advisor?

September 12, 2023 Providence Wealth Advisors Season 2 Episode 27
Your Financial Journey: Why Use a Financial Advisor?
Your Financial Journey
More Info
Your Financial Journey
Your Financial Journey: Why Use a Financial Advisor?
Sep 12, 2023 Season 2 Episode 27
Providence Wealth Advisors

Do you have a person you can call when a financial question arises? Is this person aware of your financial situation, background, goals, and objectives? Providing this level of knowledge and understanding requires a lot of work and collaboration behind the scenes. Listen in as Vice President & Trust Officer Jay Faler and Investment Advisor Representative Laura Fasan join Executive Vice President Doug DeGroot to share their perspective on a day in the life here at PWA and reasons to use a financial advisor.

With You Every Step of the Way
With over seven decades of collective experience, Providence Wealth Advisors has the expertise necessary to understand your financial goals and identify the best strategy to achieve them.

Thank you for listening. Connect with Providence Wealth Advisors on Facebook, LinkedIn or Twitter.

Show Notes

Do you have a person you can call when a financial question arises? Is this person aware of your financial situation, background, goals, and objectives? Providing this level of knowledge and understanding requires a lot of work and collaboration behind the scenes. Listen in as Vice President & Trust Officer Jay Faler and Investment Advisor Representative Laura Fasan join Executive Vice President Doug DeGroot to share their perspective on a day in the life here at PWA and reasons to use a financial advisor.

With You Every Step of the Way
With over seven decades of collective experience, Providence Wealth Advisors has the expertise necessary to understand your financial goals and identify the best strategy to achieve them.

Thank you for listening. Connect with Providence Wealth Advisors on Facebook, LinkedIn or Twitter.