SoradinSoradin

Financial Advisors in Boca Grande, FL

How to choose a financial advisor in Boca Grande

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.

Heather Chong

Financial Advisor

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Boca Raton, FL

ProfileNo contact yet

John Holly

Financial Advisor

KESTRA ADVISORY SERVICES, LLC

Boca Raton, FL

ProfileNo contact yet

Robert Walsh

Financial Advisor

SLAVIC MUTUAL FUNDS MANAGEMENT CORP.

Boca Raton, FL

ProfileNo contact yet

Ali Zafar

Financial Advisor

OPPENHEIMER & CO. INC.

Boca Raton, FL

ProfileNo contact yet
About this city

Nearby cities