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Financial Advisors in Cheshire, CT

How to choose a financial advisor in Cheshire

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.

James Combs

Financial Advisor

CETERA INVESTMENT ADVISERS LLC

Cheshire, CT

ProfileNo contact yet

Robert Malik

Financial Advisor

CHARTER OAK ASSET MANAGEMENT, INC.

Cheshire, CT

ProfileNo contact yet

Daniel Kopf

Financial Advisor

CETERA INVESTMENT ADVISERS LLC

Cheshire, CT

ProfileNo contact yet
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