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Financial Advisors in Berea, OH

How to choose a financial advisor in Berea

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.

Scott Hanna

Financial Advisor

WESTPOINT WEALTH MANAGEMENT, LLC

Berea, OH

ProfileNo contact yet

Keith Wright

Financial Advisor

STATE FARM INVESTMENT MANAGEMENT CORP.

Berea, OH

ProfileNo contact yet

Timothy Noe

Financial Advisor

Westpoint Wealth Management, Llc

Berea, OH

ProfileNo contact yet
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