SoradinSoradin

Financial Advisors in Mountain View, CA

How to choose a financial advisor in Mountain View

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.

Jeff Hsiao

Financial Advisor

Transamerica Financial Advisors, Llc

Mountain View, CA

ProfileNo contact yet

Choon-Lian Loh

Financial Advisor

Transamerica Financial Advisors, Llc

Mountain View, CA

ProfileNo contact yet

Weijie Yuan

Financial Advisor

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Mountain View, CA

ProfileNo contact yet

Yue Pang

Financial Advisor

Edward Jones

mountain view, CA

ProfileNo contact yet

Seth Tom

Financial Advisor

STRATEGIC ADVISERS LLC

Mountain View, CA

ProfileNo contact yet

Hu Zhou

Financial Advisor

STRATEGIC ADVISERS LLC

Mountain View, CA

ProfileNo contact yet

Xu Tian

Financial Advisor

TIAN CAPITAL LLC

Mountain View, CA

ProfileNo contact yet
About this city

Nearby cities