Below, I highlight 10 such questions that I have found important and helpful for clients to ask: As a client, you need to be sure that your financial advisor is concerned with your best...
As you search for a financial advisor to work with, be sure to ask these specific questions to gain insight into whether they'd be a good fit for you.
In the broadest sense, a financial advisor is anyone you pay to help you manage your money, especially as it relates to retirement goals. This could be a stockbroker, an accountant, a retirement specialist in your company HR department, your uncle Steve (“He’s so good with numbers!”)… anyone. It’s a generic term. And it can come with a lot of sets of initials that make an advisor seem very capable and educated and experienced but really don’t add up to much. Unless you’re talking Certified Financial Planner™ (more on those in a ...
Learn how a financial advisor can help you achieve your goals. Discover the services they offer, from investment management to estate planning,
Find out if a financial advisor is right for you by asking these essential questions upfront.
A few key questions can help you find the financial advisor that fits your budget best.
Choosing a financial advisor is an important decision. Make sure you ask these 12 essential questions to ensure you find the right advisor for your needs.
Sometimes you need a little help with your personal finances. SmartAsset has the 5 questions to ask when choosing a financial advisor.
Find the right financial advisor for your needs with this comprehensive guide. Learn about credentials, fees, and questions to ask to make an informed decision.
Here are 10 questions to ask a financial advisor as you interview advisors to make sure you find the best person for your situation.