SoradinSoradin

Financial Advisors in Bordentown, NJ

How to choose a financial advisor in Bordentown

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.

Caleb Lennon

Financial Advisor

TANDEM INVESTMENT PARTNERS, LLC

Bordentown, NJ

ProfileNo contact yet

Ameya Naik

Financial Advisor

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Bordentown, NJ

ProfileNo contact yet
About this city

Nearby cities