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Financial Advisors in Matthews, NC

How to choose a financial advisor in Matthews

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.

Kristina Pyle

Financial Advisor

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Matthews, NC

ProfileNo contact yet

John Bly

Financial Advisor

APRIO WEALTH MANAGEMENT, LLC

Matthews, NC

ProfileNo contact yet

Michael Cox

Financial Advisor

Lombard Advisers Incorporated

Matthews, NC

ProfileNo contact yet
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