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Financial Advisors in Roanoke, VA

How to choose a financial advisor in Roanoke

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 Tate

Financial Advisor

Geneos Wealth Management, Inc.

Roanoke, VA

ProfileNo contact yet

Jay Arce

Financial Advisor

Taylor Financial Group, Inc.

Roanoke, VA

ProfileNo contact yet

Andre Monsour

Financial Advisor

Cambridge Investment Research Advisors, Inc.

Roanoke, VA

ProfileNo contact yet

James Russell

Financial Advisor

State Farm Investment Management Corp.

Roanoke, VA

ProfileNo contact yet
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