There are a few things you should consider when selecting a financial advisor: your budget, your needs and goals, which services you would like the advisor to provide, and your comfort level with the professional financial planner. Once you have these factors in mind, it's time to start narrowing down your list.
One way to find qualified advisors is by reading online reviews. However, be sure to read all the reviews before making a decision. Some people may not be objective when writing about their experiences with a particular advisor.
Another method is referrals from family and friends. Ask them if they know anyone who can recommend an excellent advisor.
If you're not comfortable meeting with potential advisors in person, you can also look for recommendations online or through referrals. Make sure that you interview several recommended advisors before settling on one. You will want someone who will work with your unique financial situation and goals.
Once you've narrowed your search to a few potential advisors, it's time to meet with them in person. This is the best way to get an accurate idea of what services they offer and how comfortable you will be working with them. If possible, try out some of their proposed services before deciding whether or not to
If you're looking for a financial advisor in Phoenix, there are plenty of options to choose from. All advisors have their own unique set of skills and knowledge, so it's important to do your research before selecting one.