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How do I choose a Financial Advisor?

The financial advisor you choose is a key component in shaping your financial future. You are going to need to entrust this person with your most personal information, hopes, dreams, and goals. That’s why the advisor you choose needs to not only be someone you can rely on, but someone you can talk openly with about your long-term plans.

Before you select a Financial Advisor:

• Seek personal referrals from friends or family members
• Seek professional referrals from your lawyer or accountant
• Attend investment seminars held in your community
• Take a course in financial planning
• Read books or articles about money management and/or investment strategies, or consult free investment brochures

Locate a Financial Advisor at a Branch Near You

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