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 When looking for a financial advisor, you want someone that you’re comfortable with. You want someone who understands your objectives and risk tolerance, and who respects your opinions. The advisor should also have the qualifications and experience to help achieve your financial goals.
Where to find a Financial Advisor
- Financial association website
Many professional associations related to the financial industry have websites that provide listings of advisors and dealer firms. These are not exhaustive lists, but rather individuals or firms that are registered with that particular association.
- Other professionals
Speak to other professionals that you’re already working with: your accountant, lawyer, bank manager or insurance agent. Since they already have a good understanding of your financial situation and needs, they may be able to put you in touch with an advisor with complementary skills.
- Word of mouth
Talk to your family and friends and ask them if they have a financial advisor that they have had success working with. Your colleagues may also provide good referrals since they may be working with an advisor that specializes in specific professions. Keep in mind, though, that just because they have a good rapport with the advisor doesn’t mean you will too.
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