Choosing a Financial Professional
Are you the type of person who will read as much as possible about potential investments and ask questions about them? If so, maybe you don't need investment advice.But if you're busy with your job, your children, or other responsibilities, or feel you don't know enough about investing on your own, then you may need professional investment advice.
Investment professionals offer a variety of services at a variety of prices. It pays to comparison shop.
You can get investment advice from most financial institutions that sell investments, including brokerages, banks, mutual funds, and insurance companies. You can also hire a broker, an investment adviser, an accountant, a financial planner, or other professional to help you make investment decisions.