Displaying items by tag: financial adviser

Over a more than three-decade career in the financial services industry, Chuck Roberts has developed a client-first philosophy focused on helping people pursue their financial goals. In serving high-end individuals, families, businesses, and organizations, he focuses on understanding his clients’ unique needs and tailoring financial strategies to their objectives and risk tolerance.

Recently I've been getting calls from an American sounding guy called John Mitchell, offering some kind of financial advice, in what is an obvious recorded message, all from different Australian mobile phone numbers.