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Financial Advisors in Cumberland, MD

How to choose a financial advisor in Cumberland

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.

Amy Snyder

Financial Advisor

RBC CAPITAL MARKETS, LLC

Cumberland, MD

ProfileNo contact yet

Robert Henry

Financial Advisor

STIFEL, NICOLAUS & COMPANY, INCORPORATED

Cumberland, MD

ProfileNo contact yet

Julie Mcbee

Financial Advisor

STATE FARM INVESTMENT MANAGEMENT CORP.

Cumberland, MD

ProfileNo contact yet
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