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Financial Advisors in Newcastle, WA

How to choose a financial advisor in Newcastle

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.

Didi Chen

Financial Advisor

Everleap Financial Planning

Newcastle, WA

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Robert Rebar

Financial Advisor

Rebar & Associates Strategic Services, Llc

Newcastle, WA

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Robert Hanson

Financial Advisor

REBAR & ASSOCIATES STRATEGIC SERVICES, LLC

Newcastle, WA

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