Broker Check

Choosing a Financial Advisor

Choosing a financial advisor is a very important decision and should be made with great consideration. To help you feel comfortable in making a good decision, here are a few simple questions you should ask yourself:

  • Do I like the advisor and do our personalities work well together?
  • Do I trust the advisor?
  • Does the advisor have the right qualifications? 
  • Does the advisor have the right kind of experience?

What is a CFP®, and why does it matter to work with one?  Find out why, click here.

Once you’re satisfied with answers to these questions, you should also consider asking yourself:

  • Will the advisor address all my goals - Individual, Family, Business?
  • How is the advisor compensated? Will that compensation method reinforce a high level of service to me?
  • What level of legal and ethical responsibility does the advisor have to me?
  • Can the advisor provide all the services and products I may need?
  • Will I be able to determine whether the advisor has given me my money’s worth in terms of time, effort and results achieved?