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Financial Advisors in Westfield, IN

How to choose a financial advisor in Westfield

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.

Derek Cook

Financial Advisor

BLACKROCK FINANCIAL MANAGEMENT, INC

Westfield, IN

ProfileNo contact yet

Theodore Byrer

Financial Advisor

AMERICAN INDEPENDENT SECURITIES GROUP, LLC

Westfield, IN

ProfileNo contact yet

John Bohnsack

Financial Advisor

INTEGRATED PLANNING & WEALTH MANAGEMENT, LLC

Westfield, IN

ProfileNo contact yet

Seth Gard

Financial Advisor

J.P. Morgan Securities Llc

Westfield, IN

ProfileNo contact yet

Ivy Emerick

Financial Advisor

Harvest Investment Services, Llc

Westfield, IN

ProfileNo contact yet
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