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Financial Advisors in Greenfield, WI

How to choose a financial advisor in Greenfield

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.

Carl Baehr

Financial Advisor

Packerland Brokerage Services, Inc.

Greenfield, WI

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Jodie Lane

Financial Advisor

J. W. Cole Advisors, Inc.

Greenfield, WI

ProfileNo contact yet

Laura Wilcox

Financial Advisor

Cambridge Investment Research Advisors, Inc.

Greenfield, WI

ProfileNo contact yet

Joseph Tamm

Financial Advisor

State Farm Investment Management Corp.

Greenfield, WI

ProfileNo contact yet

Anh Hang

Financial Advisor

Pfs Investments Inc.

Greenfield, WI

ProfileNo contact yet
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