What’s one of the best ways to choose a Financial Advisor?
A personal referral is usually the best way, so try asking someone you trust and respect who they use to help them with their financial planning. Satisfied customers are usually glad to let others know they’ve found someone they can trust to help them meet their goals. The Advisors Group works almost exclusively from referrals and personal introductions by their existing clients. What credentials should you look for? On the NASD website, they list no fewer than 69 different financial credentials that you may run into. The website is particularly helpful in disclosing who grants the credentials, how much work is required to get the credential, and how much continuing education is required once the credential is earned. Most individuals seek a CFP (Certified Financial Planner), CPA-PFS (Certified Public Accountant-Personal Financial Specialist), or ChFC (Chartered Financial Consultant).
