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Video: 4 Questions to Ask Before Hiring a Financial Advisor

  • Writer: Heather Asteriou
    Heather Asteriou
  • Jan 26
  • 1 min read
4 questions to ask a financial advisor about a TIAA or Fidelity 403(b)

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.

 

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