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Financial Advisors in Lake Mary, FL

How to choose a financial advisor in Lake Mary

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.

Donna Bennett

Financial Advisor

Ascensus Broker Dealer Services, Llc

Lake Mary, FL

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Cynthia Zapp

Financial Advisor

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Lake Mary, FL

ProfileNo contact yet

Eddie Allen

Financial Advisor

NEWPORT GROUP CONSULTING, LLC

Lake Mary, FL

ProfileNo contact yet

Danny Clark

Financial Advisor

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Lakeland, FL

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