Choosing a financial advisor
Don't be discouraged if it takes you a few interviews with a few different advisors to find one that fits your needs and personality.
As we get older, our money needs change — we need to pay off college loans, we're applying for our first mortgage, we're refinancing, we're paying for our children's college, we're planning for retirement.
It often helps to be joined in life's journey by a financial advisor — someone who knows the latest financial rules and can advise us today and help us with our future financial needs.
How to choose a financial advisor
The National Association of Personal Financial Advisors has developed a questionnaire for use when interviewing financial advisors. See these profiles of financial advisors in your area. When choosing a financial advisor, consider:
The Securities and Exchange Commission requires that advisors who charge a fee to manage your money must register either with the state (for those who manage less than $25 million) or with the SEC (those who manage $25 million or more). Check your financial advisor's credentials and make sure he or she is properly registered.
The bottom line: You must be able to trust your financial advisor. He or she may have the right pieces of paper to show qualification, but don't be discouraged if it takes you a few interviews with a few different advisors to find one that fits your needs and personality.
Home | Help | About Us | Careers | Blog | Visitor Agreement | Privacy | List Your Business | Contact Us | Business Success Center | Digital Solutions | Advertise
©2014 Cox Search, Inc. All rights reserved. Data provided in part by Localeze and Valpak.