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Financial Advisors in Coconut Grove, FL

How to choose a financial advisor in Coconut Grove

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.

Brian Kim

Financial Advisor

REMOTIV / FINANCIAL SOUNDINGS

Coconut Grove, FL

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Jay Novak

Financial Advisor

Houlihan Lokey Capital, Inc.

Coconut Grove, FL

ProfileNo contact yet

Brian Pryor

Financial Advisor

Houlihan Lokey Capital, Inc.

Coconut Grove, FL

ProfileNo contact yet

Robert Hotz

Financial Advisor

Houlihan Lokey Capital, Inc.

Coconut Grove, FL

ProfileNo contact yet

Grant Harney

Financial Advisor

REMOTIV / FINANCIAL SOUNDINGS

Coconut Grove, FL

ProfileNo contact yet

Eric Bormel

Financial Advisor

Solomon Partners Securities, Llc

Coconut Grove, FL

ProfileNo contact yet

Bradley Geer

Financial Advisor

Houlihan Lokey Capital, Inc.

Coconut Grove, FL

ProfileNo contact yet

Marcel Pelegrin

Financial Advisor

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Coconut Grove, FL

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