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Financial Advisors in Sunset Beach, NC

How to choose a financial advisor in Sunset Beach

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.

Joseph Meador

Financial Advisor

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Sunset Beach, NC

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William Lorenzo

Financial Advisor

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Sunset Beach, NC

ProfileNo contact yet

Joy Rockwood

Financial Advisor

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Sunset Beach, NC

ProfileNo contact yet

Suzanne Lewis

Financial Advisor

First Citizens Investor Services, Inc.

Sunset Beach, NC

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