These constraints often left clients underserved. Vance founded Your Dedicated Fiduciary® to provide an innovative planning model in fiduciary wealth management ...
Fiduciary Wealth Management: Your Dedicated Fiduciary
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Financial planner in Prosper, Texas
Address: 130 N Preston Rd Suite 100-519, Prosper, TX 75078
Hours: Open ⋅ Closes 5 PM
Phone: (844) 752-6933
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Your Dedicated Fiduciary, Prosper, Texas. 399 likes. Your Dedicated Fiduciary® dutifully serves high-net-worth individuals, families, and business owners.
Your Dedicated Fiduciary® dutifully serves high-net-worth individuals, families, and business owners with a full range of wealth preservation, estate planning, ...
Duration: 8:34
Posted: Jun 15, 2023
Posted: Jun 15, 2023
Vance Barse, CPWA®, AIF® is a Wealth Strategist & Founder of Your Dedicated Fiduciary®… · Experience: Your Dedicated Fiduciary® · Education: University of ...
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In the financial services industry, a fiduciary is obligated to put clients' interests first when making investment decisions for them.
Empowering and educating others to achieve financial success. Having consulted financial advisors and wealth management firms nationwide for a decade, Vance ...
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