I prefer to see clients face to face as well but that does not mean they have to live in the same town or state. The important thing is finding an advisor who you are comfortable with and have confidence in that they are
I prefer clients that I can see face to face at least once. I am not a big fan of giving investment advice to someone that I never met in person. I dont feel I could judge how they will feel when the market dropped 30 percent
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
Weatherly's contact with the founders of BrightScope over the last 5 years has been nothing but ethical and dynamic. Their logical and linear way of bringing solutions to the marketplace is a breath of fresh air.
Information is provided 'as is' and solely for informational purposes, not for investment purposes or advice.
BrightScope is not a fiduciary under ERISA. BrightScope is not endorsed by or affiliated with FINRA.