SoradinSoradin

Financial Advisors in Waco, TX

How to choose a financial advisor in Waco

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.

Kristina Mayes

Financial Advisor

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Waco, TX

ProfileNo contact yet

Rose Garcia

Financial Advisor

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Waco, TX

ProfileNo contact yet

Anas Chowdhury

Financial Advisor

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Waco, TX

ProfileNo contact yet

Evan Hardin

Financial Advisor

Northwestern Mutual Investment Services, Llc

Waco, TX

ProfileNo contact yet
About this city

Nearby cities