I'm looking for financial advisors in 4 different states for me and family members. I'm trying to use the same company for everyone but in 2 states the advisors office is a long distance from where they live. I know advisors do come to your home but my family members feel more comfortable with someone near to them and they want to go to the office. My family members are older and do things the old fashioned way and I'm not sure what to do at this point. I'm almost sorry I took on this task but they have no one else they trust to help them. Anyone have any suggestions.
No replies have been written yet.
Post your reply
Do you have some thoughts to add or some advice to give?
Only registered Boomeraters can post replies. Log in to your account or Sign up now (it's free)
Looking for a financial advisor?
Search our extensive database of over 3,500 advisors from both independent and large firms.