Answers from Top Financial Advisors

Joseph Gissy Level 5
Nothing can really beat the face to face interaction that a client can have with an advisor. However, as mentioned above you do not have to be local or even in the same state for that matter to have a financial advisor or ...(more)
44 mins ago
Paul, In addition to what David mentions above, your hope for 8-10% per year may be somewhat aggressive. Remember that there is always a trade off between risk and return when investing. More risk = more potential return. ...(more)
3 hours ago
Matthew, Last item I would suggest along with the advice you have received is when you speak to the custodian ask them to begin sending you your quarterly statements in the mail. Some vendors have gotten away from doing ...(more)
4 hours ago
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