SoradinSoradin

Financial Advisors in Margate City, NJ

How to choose a financial advisor in Margate City

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.

Adam Goldman

Financial Advisor

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Margate City, NJ

ProfileNo contact yet

James Kelly

Financial Advisor

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Margate City, NJ

ProfileNo contact yet

Ann Minnium

Financial Advisor

CONCIERGE FINANCIAL PLANNING, LLC

Margate City, NJ

ProfileNo contact yet

Daniel Campbell

Financial Advisor

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

Margate City, NJ

ProfileNo contact yet

Karl Stolte

Financial Advisor

Wells Fargo Clearing Services, Llc

Margate City, NJ

ProfileNo contact yet
About this city

Nearby cities