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Why You Need More Than A Robo-Advisor

You may have read about the rise of so-called “robo-advisors,” online investing platforms that use computer-generated algorithms to create strategies and manage your money. These platforms provide simple portfolio management with very little human interaction at rock-bottom prices. With the increasing popularity of these platforms, you might be asking yourself: Do I even need a financial representative? We think you do and here are 7 reasons why.

Pinnacle Financial

Pinnacle Financial

The Pinnacle team’s primary objective is to provide holistic financial strategies. Our ultimate vision is to educate clients about their own personal financial challenges and potential solutions regarding complex financial issues.

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P: 321-454-3623
Monday-Friday 9AM-5PM

Merritt Island Office

1351 N Courtenay Pkwy. Suite BB
Merritt Island, FL 32953

Viera Office

7165 Murrell Rd. Suite 102
Melbourne, FL 32940
By Appointment Only

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