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Financial Advisor David Kassir Featured in Forbes Magazine

Financial Advisor David Kassir Featured in Forbes Magazine

by mikep | Mar 21, 2018 | Miami Financial Advisor

We expect our financial advisors to have an in-depth understanding of financial markets and investment products, of retirement planning and college funding. David Kassir expects even more of himself. “A mentor once told me, a great financial advisor has the mind of a...

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