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What to look for from a financial advisor

 


There’s a lot to know about investing, so it’s a good idea to get some professional help. But with so many financial advisors out there, how can you choose one that’s right for you?

You may have to interview several prospective financial advisors before deciding on one. When you talk to them, see if you can get a sense of how they might work with you. Specifically, try to answer the following questions:

Does this financial advisor …

… Understand you? Perhaps above all else, you want a financial advisor who will take the time to get to know you and your family, your goals and what...



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