Savings and Investments

Financial Planners and Investment Advisors

Will the financial planner be working with me alone, or with a team of other people?

This is an important question, as we need to check the backgrounds of anyone else that the adviser partners with, including the insurance representative, mutual fund company broker, etc., that he or she may bring on to work with you.


This is a web preview of the "The Handy Personal Finance Answer Book" app. Many features only work on your mobile device. If you like what you see, we hope you will consider buying. Get the App