SoradinSoradin

Financial Advisors in Leesburg, VA

How to choose a financial advisor in Leesburg

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.

John Seraphin

Financial Advisor

Steigerwald, Gordon & Koch - Wealth Advisors

Leesburg, VA

ProfileNo contact yet

Justin Lee

Financial Advisor

Charles Schwab & Co., Inc.

Leesburg, VA

ProfileNo contact yet

Hannah Forer

Financial Advisor

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Leesburg, VA

ProfileNo contact yet

Eric Norberg

Financial Advisor

Ean Equity Financial Services Llc

Leesburg, VA

ProfileNo contact yet
About this city

Nearby cities