Embarking on the quest to find a financial advisor can be a daunting task. Many prospective clients view their first appointment with apprehension because they believe that an advisor is going to be passing judgment on them. From an advisor’s standpoint this is a foreign concept. We are in the business of helping people — not judging them.
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Office Hours:8:00 A.M. – 4:30 P.M.Monday - Friday
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Pursuit of a Financial Advisor
How to Interview a Financial Advisor: this resource guide gives you all the right questions to ask when interviewing prospective advisors.
Ogorek Wealth Management’s NAPFA Diagnostic
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