Wealth Strategy

Questions to Ask a New Financial Advisor

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Our firm:

https://arcvest.com/

 

Here are eight key questions to ask a financial advisor to ensure they’re the right fit and can help you achieve your financial goals:

  1. What are your qualifications and credentials? 
  2. How do you get paid? 
  3. Are you a fiduciary? 
  4. What is your investment philosophy? 
  5. How will you help me achieve my specific financial goals? 
  6. What services do you provide? 
  7. How often will we communicate, and how? 
  8. Can you provide references or examples of past client success?

    9. These questions will help you assess their expertise, alignment with your goals, and transparency, setting the foundation for a productive relationship.

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    Wealth StrategyBy ArcVest