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Financial Advisors in El Monte, CA

How to choose a financial advisor in El Monte

Ask two questions first. How are you paid, and are you a fiduciary? An advisor paid only by you (fee-only) has fewer reasons to steer you toward products. One who earns commissions isn't necessarily worse, but you should know. Check the firm name on the profile: advisors with a large network have the network's tools and its product list; independents have more freedom and fewer resources. Ask what kinds of clients they usually work with. A retiree and a 35-year-old with a young family need different advice. Then ask how often you'll actually hear from them.

Uriel Orozco

Financial Advisor

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

El Monte, CA

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Ruben Torrez

Financial Advisor

Wells Fargo Clearing Services, Llc

El Monte, CA

ProfileNo contact yet

Lidan Zhang

Financial Advisor

CETERA INVESTMENT ADVISERS LLC

El Monte, CA

ProfileNo contact yet

Judy Heng

Financial Advisor

J.P. Morgan Securities Llc

El Monte, CA

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