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Financial Advisors in Summerville, SC

How to choose a financial advisor in Summerville

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.

James Rini

Financial Advisor

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Summerville, SC

ProfileNo contact yet

Sean Bennett

Financial Advisor

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Summerville, SC

ProfileNo contact yet

Harold Albo

Financial Advisor

MWA FINANCIAL SERVICES INC.

Summerville, SC

ProfileNo contact yet

Alwyn Coetzee

Financial Advisor

Northwestern Mutual Investment Services, Llc

Summerville, SC

ProfileNo contact yet

Arthur Connor

Financial Advisor

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Summerville, SC

ProfileNo contact yet

Amanda Wise

Financial Advisor

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Summerville, SC

ProfileNo contact yet
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