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Financial Advisors in Mount Vernon, OH

How to choose a financial advisor in Mount Vernon

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.

Joshua Demers

Financial Advisor

Cambridge Investment Research, Inc.

Mount Vernon, OH

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David Kuhn

Financial Advisor

THE HUNTINGTON INVESTMENT COMPANY

Mount Vernon, OH

ProfileNo contact yet

Jay Depolo

Financial Advisor

Allstate Financial Services, Llc

Mount Vernon, OH

ProfileNo contact yet

Cody Lyon

Financial Advisor

W&s Brokerage Services, Inc.

Mount Vernon, OH

ProfileNo contact yet

Susan Sukys

Financial Advisor

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Mount Vernon, OH

ProfileNo contact yet
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