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Financial Advisors in Quakertown, PA

How to choose a financial advisor in Quakertown

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.

Matt Balke

Financial Advisor

STATE FARM INVESTMENT MANAGEMENT CORP.

Quakertown, PA

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Brian Smith

Financial Advisor

B. RILEY WEALTH ADVISORS, INC.

Quakertown, PA

ProfileNo contact yet

Leo Webb

Financial Advisor

PFS INVESTMENTS INC.

Quakertown, PA

ProfileNo contact yet

Kevin Clark

Financial Advisor

BROOKSTONE WEALTH ADVISORS, LLC

Quakertown, PA

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