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Financial Advisors in Richfield, OH

How to choose a financial advisor in Richfield

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.

Kurt Shore

Financial Advisor

CHARLES SCHWAB & CO., INC.

Richfield, OH

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Sean Ball

Financial Advisor

Charles Schwab & Co., Inc.

Richfield, OH

ProfileNo contact yet

Grant Korn

Financial Advisor

Charles Schwab & Co., Inc.

Richfield, OH

ProfileNo contact yet

Dennis Kelley

Financial Advisor

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Richfield, OH

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