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Financial Advisors in Greenville, OH

How to choose a financial advisor in Greenville

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.

Trent May

Financial Advisor

CREATIVE FINANCIAL DESIGNS, INC.

Greenville, OH

ProfileNo contact yet

Brad Hare

Financial Advisor

J.P. MORGAN SECURITIES LLC

Greenville, OH

ProfileNo contact yet

Erin Sherry

Financial Advisor

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Greenville, OH

ProfileNo contact yet

Bryce Staten

Financial Advisor

Ameriprise Financial Services, Llc

Greenville, OH

ProfileNo contact yet

Terry May

Financial Advisor

CREATIVE FINANCIAL DESIGNS, INC.

Greenville, OH

ProfileNo contact yet
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