When it comes to investing, there are those who feel confident enough to do it themselves. They feel that they know what they are doing and don't need an “expert” to help guide them in the process. The danger is that you just don't know what you don't know. Working with a Financial Advisor may be a wise move. But how do you know what to look for? Join us today as we talk about the 5 Things to Look For in a Financial Advisor.
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The topics discussed in this podcast are for general information only and are not intended to provide specific investment advice or recommendations. Investing and investment strategies involve risk including the potential loss of principal. Past performance is not a guarantee of future results.
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Securities and Advisory Services offered through GENEOS WEALTH MANAGEMENT, INC. Member FINRA and SIPC