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Financial Advisors in Hartland, WI

How to choose a financial advisor in Hartland

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.

Tamara Macdonald

Financial Advisor

United Planners' Financial Services Of America A Limited Partner

Hartland, WI

ProfileNo contact yet

Shawn Macdonald

Financial Advisor

United Planners' Financial Services Of America A Limited Partner

Hartland, WI

ProfileNo contact yet

Scott Greening

Financial Advisor

Raymond James Financial Services Advisors, Inc

Hartland, WI

ProfileNo contact yet

Alexander Barta

Financial Advisor

United Planners' Financial Services Of America A Limited Partner

Hartland, WI

ProfileNo contact yet

Alec Walk

Financial Advisor

U.S. Bancorp Advisors, Llc

Hartland, WI

ProfileNo contact yet

Michael Gogin

Financial Advisor

State Farm Investment Management Corp.

Hartland, WI

ProfileNo contact yet
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