wealth management Burlington

 

802-862-7361
info@poulosadvisors.com

Implementation Services

Recommendations are only effective when implemented. As a result, Poulos Advisors, Inc. provides comprehensive implementation services that help our clients execute our recommendations. This service includes:

  • Coordinating with your other advisors to make certain they agree with the plan and to assist them with implementing recommendations.
  • Ensuring recommendations are implemented in a manner consistent with your financial plan.
  • Relieving our clients of the work necessary to implement a recommendation.
  • Handling the technical issues and complex transactions involved with the implementation of recommendations.
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