How to Choose a Trusted Financial Advisor (Credentials, Fees, Specialties, and More)

Published 2024-07-03
You want to find someone you trust to protect your hard-earned money. We walk you through exactly what to look for when hiring an advisor including credentials, fees, specialties, and more.

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All Comments (5)
  • @saulgoodman2018
    If you mechanic can change oil, but cannot change brake pads. You need a new mechanic.
  • @chrisbentley71
    Many “credentialed” investment advisors are the worst when it comes to their own personal finances.
  • @FunStuffBuddy
    I got it now, thanks for explaining! You can still grift no matter what letters are after your name.