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Naveen Rego CFP
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About Us  
   

Why are we different?

As we charge fees from clients, we are not dependent on commissions/ brokerages for our revenues unlike the agents and banks. We would never act as sales agents for any financial institution and recommend unwanted products for getting higher commissions/brokerages.
The advice given is always documented for future reference and review.

 
   
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Credible Financial Advice That Fits Your Needs
 
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