Robo Advisors

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Julian Rubinstein | Feb 26, 2024

Why Financial Professionals Are Still Important

Robo Advisors

Finance

With the popularity of robo-advisors, are financial professionals still necessary?

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Office

225 NE Mizner Blvd
Suite 540
Boca Raton, FL 33432

Contact Info

P | 561-955-8500
C | 561-654-6010
F | 561-516-8125
E | julian@americanasset.com

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Financial Advisors do not provide specific tax/legal advice and this information should not be considered as such. You should always consult your tax/legal advisor regarding your own specific tax/legal situation.

Separate from the financial plan and our role as a financial planner, we may recommend the purchase of specific investment or insurance products or account. These product recommendations are not part of the financial plan and you are under no obligation to follow them.

Life insurance products contain fees, such as mortality and expense charges (which may increase over time), and may contain restrictions, such as surrender periods.

Achieving Success by Working Together

Why Financial Professionals Are Still Important

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