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How to Choose the Right Financial Advisor

Creating a financial plan can feel overwhelming. A financial advisor can guide you through this process so you have a better chance of reaching your goals. Use this comprehensive guide to:

  • See how advisors help you reach your retirement goals
  • Learn what advisors can or cannot do for you
  • Compare financial advisor options
  • Ask the right questions before hiring a financial advisor

Latest Articles

Best Financial Advisors in San Diego for 2022
You’re ready to find a financial advisor in San Diego, but where do you begin? Not only do you want someone you can trust to protect your future and goals. You deserve an advisor who takes the time to understand what’s most important to you about your money.  That’s why ... Continue reading
by June 27, 2022
Best Financial Advisors in Seattle for 2022
If you’re looking for a financial advisor in Seattle, you likely care about more than where their office is located. You need a partner for your financial journey and deserve an advisor who gets to know you, your dreams and any concerns you have about the markets or reaching your ... Continue reading
by June 27, 2022
Best Financial Advisors in Portland for 2022
If you’re just starting your search for a financial advisor in Portland, there’s no shortage of options in Oregon’s most-populated city. But it’s just like deciding which book to buy at Powell’s Books: Choosing a financial advisor comes down to your personal preferences and needs at a point in time. ... Continue reading
by June 27, 2022
Best Financial Advisors in Washington State for 2022
Your search for a financial advisor in Washington State doesn’t have to be a struggle on par with climbing Mt. Rainier. Finding a financial partner you trust to guide you through your goals and market concerns should be easier. A lot easier. That’s why the MagnifyMoney team did that Rainier-style ... Continue reading
by June 27, 2022