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Financial Advisors in Granite Bay, CA

How to choose a financial advisor in Granite Bay

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.

Jason Vesely

Financial Advisor

SPECTRUM WEALTH ADVISORY GROUP, LLC

Granite Bay, CA

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Jerry Palmer

Financial Advisor

Dynamic Wealth Strategies, Llc

Granite Bay, CA

ProfileNo contact yet

Sara Evans

Financial Advisor

J.P. MORGAN SECURITIES LLC

Granite Bay, CA

ProfileNo contact yet

James Boyle

Financial Advisor

DYNAMIC WEALTH STRATEGIES, LLC

Granite Bay, CA

ProfileNo contact yet

Paul Booth

Financial Advisor

Delta Wealth Management

Granite Bay, CA

ProfileNo contact yet

Juan Vargas

Financial Advisor

J.P. MORGAN SECURITIES LLC

Granite Bay, CA

ProfileNo contact yet
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