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Financial Advisors in Exton, PA

How to choose a financial advisor in Exton

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.

Klaus Miller

Financial Advisor

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Exton, PA

ProfileNo contact yet

Madeline Huis

Financial Advisor

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Exton, PA

ProfileNo contact yet

Kurt Ebner

Financial Advisor

EHB FINANCIAL RESOURCES MANAGEMNT, INC.

Exton, PA

ProfileNo contact yet

John Rosecky

Financial Advisor

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Exton, PA

ProfileNo contact yet

Brett Mayne

Financial Advisor

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Exton, PA

ProfileNo contact yet

Kathleen Durkin

Financial Advisor

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Exton, PA

ProfileNo contact yet
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