Too many clients contract for services that don’t match their needs-and end up paying far more than they have to.
Too many clients contract for services that don’t match their needs-and end up paying far more than they have to.
The New York Times: Is your financial adviser acting in your best interest? Financial advisers vary in background, education and training. When evaluating Advisers, investors should know the difference between the many types of consultants who provide financial advice.
Read the guide here > www.nytimes.com
Once you have finished identifying your investment goals and preferences, and are ready to interview advisors, search for independent advisors in your area by using our directory and entering a five-digit ZIP code.