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Is Strategic Advisory Services, LLC right for me?

When looking for a relationship with a Financial Advisor, our Founder and President, Dick Grbac CFP® always says that three things are essential:

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  1. The advisor must be trustworthy.

  2. The advisor must be competent.

  3. You must LIKE the advisor.

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Without these three qualities, no relationship will be beneficial. We invite you to fill out our brief questionnaire, and afterwards one of our professionals will reach out to you with a response. 

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We look forward to meeting our three criteria and earning the right to do business with you. 

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