Questions To Ask Before Hiring a Financial Advisor

People all across the country attempt to manage their finances, and certain individuals can successfully do so. If you’re someone that has been trying to keep up on your stocks, bonds, and retirement planning on your own, but it’s simply become too much, it might be time to hire a financial advisor. At rebel Financial in Columbus, we believe that there are some very important questions to ask before you hire a financial planner or advisor.

The first important question to ask is, “What is your track record?” At rebel, we’ll gladly discuss how we’ve been successful in making our clients’ investments work for their them, and how they’ve been able to get the most out of their money. We’ll also explain how we face challenges that arise in the market, in customer relations, and in day-to-day operations. A second important question is, “What is your background?” Our team is made up of experienced individuals, and each one will readily tell you where they received their education, how many years they’ve been an advisor, and how their particular skills can meet your financial needs.

There are several other questions that should be considered when speaking to a financial advisor for the first time, and the rebel team is ready to answer them all to the very best of our ability. We’re always excited to meet potential clients and help them feel confident that they’ve made a good choice in contacting us. If you’re frustrated with trying to go it alone with your finances, give us a call today.

This article was written for information purposes only and its content should not be construed by any consumer and/or prospective client as rebel Financial’s solicitation to affect, or attempt to affect transactions in securities, or the rendering of personalized investment advice for compensation. No client or prospective client should assume that any such discussion serves as the receipt of, or a substitute for, personalized advice from rebel Financial, or from any other investment professional. See our disclosures page for more information.


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