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Financial Advisors in Fair Oaks, CA

How to choose a financial advisor in Fair Oaks

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.

Lee Eckel

Financial Advisor

ECKEL FINANCIAL ADVISORS

Fair Oaks, CA

ProfileNo contact yet

Tina Nguyen

Financial Advisor

FIRST COMMAND ADVISORY SERVICES

Fairfield, CA

ProfileNo contact yet

Karem Said

Financial Advisor

J.P. Morgan Securities Llc

Fair Oaks, CA

ProfileNo contact yet
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