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Financial Advisors in Green Bay, WI

How to choose a financial advisor in Green Bay

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.

Aaron Kapper

Financial Advisor

Packerland Brokerage Services, Inc.

Green Bay, WI

ProfileNo contact yet

Gary Brewton

Financial Advisor

Titletown Wealth Management, Llc

Green Bay, WI

ProfileNo contact yet

Anthony Varga

Financial Advisor

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Green Bay, WI

ProfileNo contact yet
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