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Financial Advisors in Greendale, WI

How to choose a financial advisor in Greendale

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.

Jodi Hanson

Financial Advisor

Regal Investment Advisors Llc

Greendale, WI

ProfileNo contact yet

Lee Barczak

Financial Advisor

Morgan Kenwood Advisors, Llc

Greendale, WI

ProfileNo contact yet
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