Comments on: 10 Questions to Ask Your Financial Advisor

By: Malaika Archer

Malaika Archer — Tue, 11 Jan 2022 19:10:50 +0000

All great questions. I am a financial professional and I absolutely love when my clients ask these valid questions.

By: shesdioma

shesdioma — Thu, 06 Jan 2022 02:48:14 +0000

Excellent tips!!! It is important to ask the write questions to see if the advisor is right for you. This certainly will help guide people toward the right advisor.

By: JamieAdStories

JamieAdStories — Tue, 23 Nov 2021 22:50:07 +0000

This is really interesting and useful.

By: Alison

Alison — Sun, 26 Sep 2021 15:50:03 +0000

This is such helpful information-I have been thinking about consulting a financial advisor, and now I have some guiding questions!

By: Marvette Critney

Marvette Critney — Wed, 01 Sep 2021 21:57:58 +0000

Good solid advice. I will be following up with my people and making sure that they address all these questions.

By: ruffrow

ruffrow — Wed, 30 Jun 2021 14:24:41 +0000

Great post…Im sharing! As a CPA I get very frustrated with all the so called financial advisors out there that fail fiduciary duty. So many are totally in it for their own gain and will sell anything to uneducated investors.

By: Val Ricard

Val Ricard — Sat, 15 May 2021 15:21:06 +0000

This is such a great list of questions. Trust is fundamental. I’ve had the same financial counselor for the past 15 years and I trust her with my life!

By: Samuel Langley

Samuel Langley — Thu, 13 May 2021 19:13:03 +0000

Thank you for the tips. While I don’t really need a financial advisor now, I may in the future so thank you for sharing your views on this!

By: George McMillan, Jr.

George McMillan, Jr. — Thu, 06 May 2021 00:59:08 +0000

I’ve never hired a financial advisor before and didn’t know I’d need to take all of this into consideration. This was an extremely useful article for me. You brought up so many issues that matter to me but I would’ve never thought to bring up in the first meeting.

By: Chloe

Chloe — Sat, 01 May 2021 13:16:53 +0000

I’ve been thinking about hiring a financial advisor for some time now, but don’t know where to start. These questions are really helpful to get the conversation started. Thank you!