There are a lot of people who do their own investing these days. I’m all for that – which I made obvious by posting complete guides on how to start investing on your own or with Betterment. But DIY investing isn’t for everyone. Have you ever asked yourself questions like – What do I do if I want help with my finances? How do I choose a financial advisor? Do I need a financial advisor near me? Are there competent financial advisors online? If so, how do I vet them to be sure they are safe?
I have good news! We will answer these and many other questions in this post.
There are three questions to ask yourself before getting started.
- Do I need a financial advisor? (since you’re reading this, we will assume the answer is yes)
- What kind of financial advisor do I need?
- Do I need a financial advisor near me?
There are lots of questions within each of these that we will address. We will offer three firms to consider and our recommendation for the firm we recommend.
With that introduction, let’s dive into the reviews.
And if your hungry for more after reading this, you can view all of our money saving tips here.
This is a sponsored post written in partnership with Facet Wealth and The Money Mix.[Read more…] about How to Find a Competent Financial Advisor Near Me