We came across a fantastic article that summarizes 25 questions anyone should ask a potential financial adviser they are considering. Anyone that doesn’t know the answers to these questions about their current financial adviser should be asking them as well! If your adviser is open and honest they should have no problem answering all of these questions in a transparent way. Contact our firm any time you would like to hear our answers- we welcome the opportunity to discuss these important issues with current and prospective clients alike. http://www.marketwatch.com/story/25-questions-for-a-potential-financial-adviser-2014-06-19
Posted: June 24, 2014
Authored by: Perry Moore, CBEC™, CFP®, ChFC®
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