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Financial Advisors in Port Orange, FL

How to choose a financial advisor in Port Orange

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.

Matthew Zuber

Financial Advisor

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Port Orange, FL

ProfileNo contact yet

Nelli Gruber

Financial Advisor

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Port Orange, FL

ProfileNo contact yet

Eric Geiger

Financial Advisor

FIFTH THIRD SECURITIES, INC.

Port Orange, FL

ProfileNo contact yet

Edwin Jones

Financial Advisor

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Port Orange, FL

ProfileNo contact yet

Jeffrey Morenz

Financial Advisor

Stifel, Nicolaus & Company, Incorporated

Port Orange, FL

ProfileNo contact yet

Lloyd Coates

Financial Advisor

TRUIST ADVISORY SERVICES, INC.

Port Orange, FL

ProfileNo contact yet

Colin Gray

Financial Advisor

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Port Orange, FL

ProfileNo contact yet
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