How I do what I do - Part 3 of Let me Reintroduce Myself

January 29, 2020 |Karen Robertson

Service Service Service! I may not be able to control the stock markets but I can control the service I provide to my clients. I set guidelines to return your call or email, provide advice or ideas and proactively reach out to you.

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Why I do what I do - Part 2 of Let me Reintroduce Myself

January 22, 2020 |Karen Robertson

I think it’s so important to understand your own finances – knowledge is power and what is more powerful than having a grasp of your own financial situation?

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Let me reintroduce myself

January 16, 2020 |Karen Robertson

I am an Investment Advisor, a Financial Planner and a Portfolio Manager

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