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Financial Advisors in Clinton, NC

How to choose a financial advisor in Clinton

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 Rose

Financial Advisor

Horace Mann Investors, Inc.

Clinton, NC

ProfileNo contact yet

Amy West

Financial Advisor

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Clinton, NC

ProfileNo contact yet

Amy Hairr

Financial Advisor

CREDIT UNION INVESTMENT SERVICES

Clinton, NC

ProfileNo contact yet

John Goetke

Financial Advisor

TRUIST ADVISORY SERVICES, INC.

Clinton, NC

ProfileNo contact yet
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