Initial consultation with a D.B. Root & Company financial professional is free. In this meeting you may discuss your financial concerns and objectives with a professional who can help you clarify the steps necessary to accomplish your goals and establish peace of mind.
Ultimately, this meeting will help both you and D. B. Root & Company determine the framework for building a relationship. This will include the nature of compensation to D.B. Root & Company. Our compensation arrangements are flexible and may include fee-only, commission, or hourly. Your specific needs will determine the best method of compensation, which will be fully disclosed to you.
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