How to Find the Best Financial Advisor - Part 1
Did you know? Getting financial advice isn’t something that’s only reserved for the wealthy--anyone can, and should, get financial advice from a financial advisor so that they can make wise spending, saving, and investment-related decisions. If you’re looking for a financial advisor who is a good fit for you and your needs, then here are some tips on how to find the best financial advisor for you:
While this may seem like an obvious step to some, it’s one that tends to often be overlooked. Searching online for a financial advisor not only helps you to find financial planners who are near you, but it also allows you to check out their services and find out about the types of clientele they tend to work with, the services they specialize in, and any additional resources they can offer you. Searching online for the types of services you need will help to connect you with financial advisors who can assist you with what you’re looking for.
Ask For Recommendations
One of the best ways to find a financial advisor or a financial planner who may be a good fit for you and what you’re looking for is to simply ask people you know and trust for recommendations. Friends, family, and even acquaintances can sometimes be great references and can let you know who they would recommend as well as who they perhaps wouldn’t recommend you try meeting with. Hearing first-hand about their experiences working with a particular financial advisor can give you some useful insights into what working with them would be like.
Look At Online Directories & Associations
Lastly, it’s also a good idea to look at online directories, associations, and accreditations for financial advisors to see which ones are listed and recommended. If a financial advisor is a part of certain associations or has certain accreditations, then you know that they are trustworthy and reliable, and good at what they do. That’s why it’s always a good idea to do your homework and to look up what associations specific financial advisors that you’re considering are a part of and which ones they recommend.
I'm Michael Rebischke, and as a wealth advisor, my job is to help you manage your financial affairs, and put a plan in place so you can focus on enjoying the life you want to life. As life continues to evolve, the impact of every financial decision is greater than ever. I work together with my clients, providing them with easy-to-understand recommendations, and helping them implement them every step of the way.