A Redditor with a $6 million net worth sought financial advice but found his initial experience disappointing. Although he is financially savvy and familiar with calculations, he expected more from an advisor who ultimately suggested basic planning services he already knew about. Despite expressing dissatisfaction with this advisor, the Redditor is now left to decide whether his experience is indicative of the services available or if he simply did not find the right match. Other Reddit users countered with positive experiences, emphasizing the importance of finding a suitable advisor.
The Reddit user, with a $6 million net worth, found his experience with a financial advisor underwhelming and questioned if he should continue seeking one.
While the user has experience handling numbers and calculations, he hoped for more advanced guidance than what his advisor provided in their meeting.
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