SoradinSoradin

Financial Advisors in Okatie, SC

How to choose a financial advisor in Okatie

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.

Lee Garcia

Financial Advisor

FIVE MILE RIVER INVESTMENT MANAGEMENT, LLC

Okatie, SC

ProfileNo contact yet

Anthony Napple

Financial Advisor

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

Okatie, SC

ProfileNo contact yet

Anne Hudick

Financial Advisor

FEE-ONLY FINANCIAL PLANNING, L.C.

Okatie, SC

ProfileNo contact yet

Mary Robbins

Financial Advisor

FIVE MILE RIVER INVESTMENT MANAGEMENT, LLC

Okatie, SC

ProfileNo contact yet
About this city

Nearby cities