The Best and Worst Questions to Ask When Choosing a Financial Advisor
Often, when looking for a financial advisor, clients look up a list of questions to ask on the internet. But these aren’t always the questions with the most helpful answers. This webinar addresses unhelpful questions, questions to ask instead, and the kind of answers you should listen for. J. R. Gurrieri, an experienced financial planner, presents. Anyone currently looking for an advisor comes away with useful tips on finding the right person for their needs.
Watch our latest video (less than two minutes) and contact us to set up your free consultation.
Phone: 201-522-6010
Email: jr@blackbeltwealthadvisory.com
Serving the Tri State Area (New Jersey, New York, Connecticut)
“Securities and investment advisory services offered through Hornor, Townsend & Kent, LLC (HTK), Registered Investment Adviser, Member FINRA/SIPC, 600 Dresher Road, Horsham, PA 19044. 800-225-7637, Firm is not affiliated with HTK. HTK is a wholly-owned subsidiary of The Penn Mutual Life Insurance Company. The material is not intended to be a recommendation, offer or solicitation. HTK does not provide legal and tax advice. Always consult a qualified tax advisor regarding your personal tax situation and a qualified legal professional for your personal estate planning situation.
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