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Financial Advisors in Warminster, PA

How to choose a financial advisor in Warminster

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.

John Kersey

Financial Advisor

VOYA INVESTMENT MANAGEMENT CO. LLC

Warminster, PA

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Nico Sethi

Financial Advisor

SANTANDER SECURITIES LLC

Warminster, PA

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Michi Chin

Financial Advisor

J.P. MORGAN SECURITIES LLC

Warminster, PA

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Emilio Amodei

Financial Advisor

Silver Oak Securities, Incorporated

Warminster, PA

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