Financial Advisors in Lafayette, IN

How to choose a financial advisor in Lafayette

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.

Pierce Roe

Financial Advisor

Gettings Busch Wealth Management

Lafayette, IN

ProfileNo contact yet

Joyce Smith

Financial Advisor

ASSET MANAGEMENT STRATEGIES, INC.

Lafayette, IN

ProfileNo contact yet

Karsyn Carpenter

Financial Advisor

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Lafayette, IN

ProfileNo contact yet

Jeffery Onken

Financial Advisor

State Farm Investment Management Corp.

Lafayette, IN

ProfileNo contact yet

Gina Kornafel

Financial Advisor

STATE FARM INVESTMENT MANAGEMENT CORP.

Lafayette, IN

ProfileNo contact yet

Diane Imel

Financial Advisor

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Lafayette, IN

ProfileNo contact yet

Sherri Beabout

Financial Advisor

Cambridge Investment Research Advisors, Inc.

Lafayette, IN

ProfileNo contact yet

Scott Busch

Financial Advisor

GETTINGS BUSCH WEALTH MANAGEMENT

Lafayette, IN

ProfileNo contact yet
About this city

Nearby cities