January 31, 2020
By Garrett Sorensen
AWM&T Relationship Manager
Finding a financial advisor nowadays isn’t difficult. Finding the right financial advisor you can get to know and trust is a little bit of a harder task though. In a world where advisors like Ivan Boesky, Charles Ponzi, and Bernie Madoff make the headlines, it can seem like a business riddled with advisors that don’t have your best interest in mind. So, to help navigate the task of finding an advisor that you can trust, I have found the 5 best questions you should ask your current or prospective advisor to make sure they have your best interest in mind.
Read on to find out what insights Garrett has to share in the AAFMAA Learning Hub.
Information provided by AAFMAA Wealth Management & Trust LLC is not intended to be tax or legal advice. Nothing contained in this communication should be interpreted as such. We encourage you to seek guidance from your tax or legal advisor. Past performance does not guarantee future results.
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