Having a financial advisor to help you manage your money is always a good idea, but many of us fear who we can trust with our money. In this video, Rob talks about how you can avoid being the victim of investment scams by sharing reliable ways of finding a trustworthy financial broker and the best steps to take to keep your money safe.
- What’s a good way to find a reputable financial broker?
- How important is it to check your paper and transaction trail?
- How often should you be checking in with your financial broker?
- What are you paying your financial advisor? Are they fee or commission-based?
The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. While our best intentions are to provide accurate and timely information, you should always consult with retirement, tax, and legal professionals prior to taking any action.