Questions to Ask Your Financial Investment Planner in Orange County

by | Oct 27, 2022 | Financial Services

It can be challenging to choose a financial investment planner in Orange County. You need to know what to expect and what you’ll get. Here are a few questions you should ask during your search.

Are You a Licensed Professional?

It’s best to check the background of any financial investment planner in Orange County. You want to make sure they are licensed. Too many times, unlicensed or unregistered individuals engage in fraudulent activities.

What Products and Services Are Available and Useful?

Investment professionals provide a wide variety of services. Take some time to think about what you need. Then ask about what help is available to you. Make sure the professional offers the services you need to move forward.

How Will You Get Paid?

Understanding how you’ll pay for your services and products from a financial investment planner in Orange County is essential. Some larger firms offer a variety of account types. You may pay an hourly fee if you need advisory services, or you may pay a flat fee for an annual financial plan or portfolio review. Commissions are standard on any securities purchased and sold. One type of account may be less expensive than another one. Know what you are getting and how much you’ll pay.

Do You Have Experience with Similar Accounts?

Different professionals have varying licenses. They can also have varied backgrounds. Sometimes a professional will have designations following their names. Find out what they mean.

Are you looking for a financial investment planner in Orange County? Visit the Cooke Wealth Management website for more information.

Latest Articles