5 Mistakes to Avoid With a Financial Adviser


Sending Your Money Directly to a Financial Adviser

You'll be able to find a financial planner at your local bank, but now days you will find more of self-employed financial advisors who are just as qualified as any working in an established institution. You should always shop around for the best choice for you, no matter what services you are looking for. There should be a third party custodian that handles the money, which is typically a brokerage firm. You can call your firm to get a confirmation on how well will they handle your money? Because the advisor you selected could be an operating financial advisor scams that transfer your money straight into their pockets. Do not ever write a check with your financial adviser's name on it, unless you owe him money.