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Financial Advisors in Breckenridge, CO

How to choose a financial advisor in Breckenridge

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.

Karen Roth

Financial Advisor

COMMONWEALTH FINANCIAL NETWORK

Breckenridge, CO

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Michael Zizmer

Financial Advisor

Steward Partners Investment Advisory, Llc

Breckenridge, CO

ProfileNo contact yet

Andria Pyn

Financial Advisor

PYN WEALTH MANAGEMENT LLC

Breckenridge, CO

ProfileNo contact yet

Adam Uhlan

Financial Advisor

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Breckenridge, CO

ProfileNo contact yet

Thomas Francomano

Financial Advisor

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Breckenridge, CO

ProfileNo contact yet
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