What to know before choosing a financial advisor

AM Show

ST. LOUIS – Setting up your financial future can be a daunting task and getting professional help from a financial planner is key.

Certified Financial Planner Travis Freeman from Moneta Group has some tips on what to look for in the right person.

Freeman said people should find out their financial planner’s credentials, affiliations, and if they are fee-only or if they work on commissions. All of this information can be found for free online.

More resources:
Call Moneta Group at (314) 726-2300
FINRA – https://brokercheck.finra.org/
SEC – https://adviserinfo.sec.gov/

Copyright 2021 Nexstar Media Inc. All rights reserved. This material may not be published, broadcast, rewritten, or redistributed.

Popular

Latest News

More News