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Financial Advisors in Daniel Island, SC

How to choose a financial advisor in Daniel Island

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 Felix

Financial Advisor

CETERA INVESTMENT ADVISERS LLC

Daniel Island, SC

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Adam Curran

Financial Advisor

CURRAN FINANCIAL PARTNERS, LLC

Daniel Island, SC

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Gary Sawyer

Financial Advisor

INDEPENDENT FINANCIAL PARTNERS

Daniel Island, SC

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Paul Martin

Financial Advisor

EAGLES COAST WEALTH MANAGEMENT, LLC

Daniel Island, SC

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