Are you ready to take the leap and find an investment advisor in Naples? If so, you should note that not all financial advisors are created equal, and it is very important that you find the right one. Your financial advisor is not giving you advice on what to eat for dinner or how to dress for success –they are handling your fortune and your future. Trust is key in the client-advisor relationship, so you have to know how to find the right one. The following is our list of tips on how to find the best financial advisor for your needs:

  • References- One of the best ways to get an adequate picture of a potential advisor is through their previous customers. That is why it is important that you contact their references.

  • One size does not fit all- Financial planning is a very personal thing, so if your potential advisor tries to offer you a one-size-fits-all type of plan, then you should run the other way. You are looking for an advisor who can form a plan around your own specific financial goals and needs.

  • Listening skills- It is important to find an advisor who will listen carefully to your goal, your plans, and your concerns. If they aren’t willing to listen to you, then the relationship simply cannot work.

  • Knows when to get help- There are certain circumstances when you could need a bit of outside advice, possibly from a lawyer or an accountant. Your advisor shouldn’t be too proud or too stubborn to get the outside advice that they need to help you to reach your goals.

If you’re looking for an investment advisor in Southwest FL, fill out our contact form or call us now.