Eight Important Questions to Ask Your Financial Advisor

Eight Important Questions to Ask Your Financial Advisor

Robert Peelman

Presented by Robert Peelman, CFP

OJM Group Director of Wealth Advisors Robert Peelman, CFP suggests eight questions you should ask a prospective financial advisor, or your current advisor, during an annual review. Topics include the advisor's fiduciary or suitability standard, investment philosophy, professional credentials and views on market timing.

 

Download the webinar! Complete the form below: