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Financial Advisors in Lumberton, NC

How to choose a financial advisor in Lumberton

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.

Jared Smith

Financial Advisor

CREDIT UNION INVESTMENT SERVICES

Lumberton, NC

ProfileNo contact yet

Henry Leggette

Financial Advisor

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Lumberton, NC

ProfileNo contact yet
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