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Financial Advisors in Henrico, VA

How to choose a financial advisor in Henrico

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.

Sara Schultze

Financial Advisor

State Farm Investment Management Corp.

Henrico, VA

ProfileNo contact yet

Andrew Walker

Financial Advisor

Cambridge Investment Research Advisors, Inc.

Henrico, VA

ProfileNo contact yet

Mina Saleh

Financial Advisor

J.p. Morgan Securities Llc

Henrico, VA

ProfileNo contact yet

James Schmidt

Financial Advisor

Raymond James Financial Services Advisors, Inc

Henrico, VA

ProfileNo contact yet

Jaclyn Cha

Financial Advisor

Charles Schwab & Co., Inc.

Henrico, VA

ProfileNo contact yet
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