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re: Financial Advisor Question
Posted on 12/17/13 at 10:30 am to Broke
Posted on 12/17/13 at 10:30 am to Broke
What if he is a CFP or a Financial Advisor? You wouldn't take financial advice from him because he works somewhere that sells life insurance?
As the first poster said, it depends more on who you are using, te company is secondary. If the advisor is a good one and had a great track record, go with him/her
I've run into plenty of prospects that have been churned and screwed by people at brokerage firms like Schwaab and plenty that have been told terrible information at different insurance companies as well. So, there isn't a right answer besides pick who you trust the most.
As the first poster said, it depends more on who you are using, te company is secondary. If the advisor is a good one and had a great track record, go with him/her
I've run into plenty of prospects that have been churned and screwed by people at brokerage firms like Schwaab and plenty that have been told terrible information at different insurance companies as well. So, there isn't a right answer besides pick who you trust the most.
This post was edited on 12/17/13 at 10:33 am
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