15 Questions You Need to Ask Your Financial Advisor
Special Report

The 15 Questions You Need to Ask Your Financial Adviser

Updated: July 14, 2022

You’ve worked hard and saved carefully. Now you’re ready to make your money work for you. It’s time to partner with a trusted professional who will make sure your assets are managed with your specific needs in mind. At Adviser Investments, we’ve helped our clients build their wealth and achieve their financial goals since 1994. Whether you’re considering working with us or with someone else, we’d like to help you find the right adviser

Before signing the paperwork, it is important to ask a series of questions to determine whether you’re hiring the right adviser for you and what you’ll get from the relationship. No two financial advisers are alike, so take the time to educate yourself and choose a partner who understands your needs and can help you reach your objectives.

Some of the questions we’ve compiled may be particularly relevant to your circumstances, while others may not. Take the time to think about not only what kind of adviser you need but also the kind of answers you’d expect to hear from that person. This is not an exhaustive list; it is intended to help you prepare for this important conversation and set you up to make the very best decision. Don’t be afraid to speak up and don’t be shy about asking any other questions you may have.

After all, it’s your money. Deciding how it’s managed and finding the right partner to help you do it are the foundation of a successful, long-term relationship.

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