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Financial Advisors in Satellite Beach, FL

How to choose a financial advisor in Satellite Beach

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 Eppes

Financial Advisor

EPPES WEALTH MANAGEMENT

Satellite Beach, FL

ProfileNo contact yet

Daniel Blaha

Financial Advisor

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Satellite Beach, FL

ProfileNo contact yet
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