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Financial Advisors in Broken Arrow, OK

How to choose a financial advisor in Broken Arrow

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.

Aaron Ochoa

Financial Advisor

ST. BERNARD FINANCIAL SERVICES, INC.

Broken Arrow, OK

ProfileNo contact yet

J Venditti

Financial Advisor

T. ROWE PRICE ASSOCIATES, INC.

Broken Arrow, OK

ProfileNo contact yet

Demond Riouse

Financial Advisor

Thrivent Investment Management Inc.

Broken Arrow, OK

ProfileNo contact yet

Kevin Hall

Financial Advisor

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

Broken Arrow, OK

ProfileNo contact yet
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