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What to Look for When Choosing a Financial Advisor

Choosing a financial advisor is an important decision. You'll be entrusting this person with your financial future, so it's important to do your research and find someone who is qualified, experienced, and trustworthy.

Woman financial advisor reading the markets

Here are a few things to look for when choosing a financial advisor:

  • Credentials: Make sure your advisor is licensed and registered with the appropriate regulatory bodies. You can check their credentials with the Financial Industry Regulatory Authority (FINRA) or the Securities and Exchange Commission (SEC).

  • Experience: Ask your advisor about their experience in the financial industry. How long have they been working as a financial advisor? What types of clients do they work with?

  • Fees: Financial advisors charge fees for their services. Make sure you understand how much you'll be charged and what services are included in the fee.

  • Investment philosophy: Make sure your advisor's investment philosophy aligns with your own. Do they believe in aggressive investing or a more conservative approach?

  • Communication style: How do you like to communicate with your advisor? Do you prefer in-person meetings, phone calls, or email?

  • Trustworthiness: Trust is essential in any relationship, but it's especially important when it comes to your finances. Make sure you feel comfortable with your advisor and that you can trust them to act in your best interests.

Posto Asset Management is a great choice. Contact us directly and we can schedule a phone or video chat for a chance to get to know us and answer any questions you have.

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