Financial Services
CLEAR PATH FINANCIAL
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Contact Information
Address: 1616 CONCIERGE BLVD, STE 1000, DAYTONA BEACH, FL 32117
Business Hours
Hours not available
π‘ Tips for Choosing a Financial Services
- Verify that the advisor holds reputable credentials like CFP (Certified Financial Planner) or CFA (Chartered Financial Analyst) and check their disciplinary history on the SECβs Investment Adviser Public Disclosure website.
- Ask directly if they are a fiduciary at all times, which legally obligates them to act in your best interest rather than prioritizing their own commissions.
- Insist on a written fee schedule that clearly explains if they are fee-only, fee-based, or commission-driven to avoid hidden costs or conflicts of interest.
- Be wary of red flags such as promises of 'guaranteed returns' or high-pressure tactics used to push complex financial products you don't fully understand.
- Inquire about their typical client profile and communication frequency to ensure their expertise aligns with your specific net worth and financial goals.
ποΈ About This Neighborhood
Located in DAYTONA BEACH, FL (ZIP 32117), home to 6,347 local businesses across 56 categories.
The most popular categories here are General Business, Consulting, Auto Repair & Services.
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