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REDDIT

Have an upcoming meeting with fidelity financial consultant...any recs for questions to be sure to ask?

A
Mar 5, 2026 · 02:19

As the title says, I have an upcoming appointment. Ive never met with a financial consultant before. I think I know the right questions to ask but wondering if anyone here has specific questions to ask that might not be obvious? I assume they will be telling me to invest more of my free cash into the market....thanks