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Video: 4 Questions to Ask Before Hiring a Financial Advisor

  • Writer: Heather Asteriou
    Heather Asteriou
  • Jan 26
  • 1 min read

Updated: Apr 13

4 questions to ask a financial advisor about a TIAA or Fidelity 403(b)


At Provizr, we work with university employees every day who are trying to figure out the TIAA vs. Fidelity question. Provizr is a fee-only fiduciary firm that manages TIAA and Fidelity retirement accounts directly inside your plan — no rollovers, no transfers out. If you want a second opinion on your allocation, schedule a free consultation.

Hiring a financial advisor can feel like a big leap, and it’s hard to know who will be the right fit for your financial needs. Here, Alan covers 4 practical questions to ask before you commit, so you can compare advisors with confidence and understand what you’re really getting. Watch Now!


 
 

Provizr, LLC is a registered investment adviser in the State of Michigan and separate entity from Fidelity & TIAA. The advisers may not transact business in states where it is not appropriately registered, excluded or exempted from registration. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any securities or investment advisory services. Investments involve risk and are not guaranteed. Be sure to consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein.  The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

 

Provizr free downloadable guides are designed with University employees in mind.  These free guides will help you better understand your university retirement TIAA and Fidelity 403b accounts, and how to set up your investment portfolios to help reach your retirement goals.  Our guides are designed to help  everyone from university employees who want questions answered about their Fidelity or TIAA retirement account investment portfolios, to those university employees who want to try a do it yourself system of setting up their own retirement investment portfolios.  Our newest guide, Investing 101 for University Employees, was developed specifically to help out University of Michigan employees with their TIAA and Fidelity 403b retirement investment accounts.  If you have any questions feel free to reach out to us in the contact section, or stop by - We are local to Ann Arbor, Michigan but can help University of Michigan Employees anywhere across the country! 

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We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

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˙© 2023 Provizr, LLC

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