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Financial Advisors in Westerville, OH

How to choose a financial advisor in Westerville

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 Bouska

Financial Advisor

J.P. Morgan Securities Llc

Westerville, OH

ProfileNo contact yet

Karin Ito

Financial Advisor

J.P. Morgan Securities Llc

Westerville, OH

ProfileNo contact yet

Kara Lacey

Financial Advisor

J.P. Morgan Securities Llc

Westerville, OH

ProfileNo contact yet

Kamal Sadi

Financial Advisor

J.P. MORGAN SECURITIES LLC

Westerville, OH

ProfileNo contact yet

Max Fontana

Financial Advisor

J.P. Morgan Securities Llc

Westerville, OH

ProfileNo contact yet

Kati Hays

Financial Advisor

WEALTHBRIDGE CAPITAL MANAGEMENT, LLC

Westerville, OH

ProfileNo contact yet
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