Hiring a Financial Advisor Pittsburgh PA

When hiring a financial advisor you don’t want to simply hire someone who looks like they know what they are doing, but rather a financial advisor that knows what they are doing and has proof of their abilities.

Local Companies

DPMC Consulting / DPMCUSA
(877) 777-3762
Post Office Box 17097
Pittsburgh, PA
All State Financial
(412) 854-1200
61 McMurray Rd
Pittsburgh, PA
Prime Solutions Capital Corp
(412) 227-5500
225 Ross St
Pittsburgh, PA
Meridian Group the
(412) 232-0113
223 4th Ave Ste 1700
Pittsburgh, PA
Lincoln Investment Planning Inc
(412) 231-7960
30 Isabella St Ste 204
Pittsburgh, PA
Brendon Costa Dba Linsco Private Ledger
(412) 325-0258
239 4th Ave
Pittsburgh, PA
Stroyne William J Financial Services
(412) 367-2561
501A McKnight Park Dr
Pittsburgh, PA
G E H Consulting
(412) 338-1080
241 4th Ave
Pittsburgh, PA
Middle America Planning
(412) 563-4698
350 Parker Dr
Pittsburgh, PA
McDonough Michael M Inc
(412) 364-9202
1 Forestwood Dr
Pittsburgh, PA

First of all, you want to ask the potential financial advisor what kind of education he/she has. This is important because a quality financial planner will have educating supporting this field of work, as well as credentials, continuing education certificates and the like. You will also want to ask what kind of experience the individual has as a financial advisor and how long the individual has been working as a financial advisor. This information will enlighten you as to the type of financial planner you are considering hiring.

Another question that should be offered to the potential financial advisor is how they receive payment. Does this particular financial advisor charge an hourly rate, work only on commission, or have some other fee schedule? You will need to know up front how the financial planner plans on billing you before you agree to let them advise you on your finances.

Asking the financial advisor for referrals, especially past clients, is a great way to know if the financial advisor is for real and has been successful with other clients. If the financial advisor does not have any referrals, you might be skeptical about this particular financial advisor.

Finally, ask the financial advisor to give you an outline of what will be covered and how he/she can help you reach your financial goals. An experienced financial advisor will be able to tell you several topics he/she will want to cover with you.

About the Author:

Jay Moncliff is the founder of http://www.mileniumfinancialservices.com a blog focusing on the Financial, resources and articles. This site provides detailed information on Financial. For more info on Banking visit: http://www.mileniumfinancialservices.com.


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Featured Local Company

DPMC Consulting / DPMCUSA

(877) 777-3762
Post Office Box 17097
Pittsburgh, PA

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