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Jun 16

How to Get the Right Financial Adviser

by Claire Kobylanski

Selecting the right financial adviser is crucial. You want someone who is trustworthy and who will act in your best interest, but they are not as easy to find as you would think.

A recent article in the Wall Street Journal provides tips on finding an adviser who is the right match for you. The author of the article, Jason Zweig, explains the importance of research, interviewing, asking the right questions and other forms of due diligence. “Only after you have thoroughly questioned the advisers and reviewed their answers should you ask yourself which one feels most likeable and trustworthy.”

You can read Zweig’s article here.

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