SoradinSoradin

Financial Advisors in Holyoke, MA

How to choose a financial advisor in Holyoke

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.

Anne Scott

Financial Advisor

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Holyoke, MA

ProfileNo contact yet

Thomas Homan

Financial Advisor

MOMENTUM INVESTMENT MANAGEMENT, LLC

Holyoke, MA

ProfileNo contact yet

Alia Godek

Financial Advisor

Mml Investors Services, Llc

Holyoke, MA

ProfileNo contact yet
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