- Who We Are
- What We Do
- Choosing a Financial Advisor
- Upcoming Events
- Tools You Can Use
- Contact Us
- Client Login
By Gary Silverman, CFP®
How Financial Advisors Get Paid
We continue the series on how to find a financial advisor. Today we’ll whittle down your list.
Investment advisor, financial planner, financial advisor, stockbroker, registered investment advisor, insurance agent, retirement planning specialist, personal financial specialist…what the heck do all these mean and what do they all do? Heck if I know.
People regularly ask me how to choose a financial advisor. After my stock answer of “choose me,” I begin by asking them why they want one. Financial advice means different things to different people.