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Financial Advisors in Marble Falls, TX

How to choose a financial advisor in Marble Falls

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.

Dean Dixon

Financial Advisor

Calton & Associates, Inc.

Marble Falls, TX

ProfileNo contact yet

Preston Rosamond

Financial Advisor

The Rosamond Financial Group Wealth Management, Llc

Marble Falls, TX

ProfileNo contact yet

Jo Dyer

Financial Advisor

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Marble Falls, TX

ProfileNo contact yet

Steve McCannon

Financial Advisor

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Marble Falls, TX

ProfileNo contact yet

Balint Gal

Financial Advisor

Calton & Associates, Inc.

Marble Falls, TX

ProfileNo contact yet
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