Looking for a financial adviser in Pennington, New Jersey?

How do I know if I am ready to hire a financial adviser?

You must consider strongly to hire a financial adviser if you have a considerable amount that is available for saving or investing. This can occur after years of annual contributions to a pension plan such as a 401 (K) through your employer or suddenly if you receive a large inheritance or sell your house for a big profit.

But even if you have not saved a lot of money, many financial advisers and planners offer reasonable price options and valuable services that you should consider, especially if you are confronted with an important life event. For example, if you start a new job, get married, start a family, divorce, lose your job, start or sell a company or approach retirement age, work with a trusted financial adviser or planner may be worth it.

Do I have to fire my current adviser before I hire a new financial adviser?

You do not have to dismiss your current adviser before you start searching for a new financial adviser. In fact, your new adviser can help coordinate the transition from your assets from your previous financial adviser.

Where can I read reviews about financial advisers who have been written by their customers to help decide if I should hire them?

After 60 years of legal prohibition on assessments of financial advisers in the US, a rule was issued by the Securities and Exchange Commission (SEC) in force on 4 May 2021, which means that both financial advisers and directory websites that help consumers in searching for a financial adviser to a financial adviser, an important factor that is worthy of to consider.

Wealthtender is the first Independent Advisor Review platform that is designed to fully comply with the new SEC rule, and we look forward to helping you to evaluate you of financial advisers based on assessments written by their customers.

I am a local financial adviser who is interested in appearing in this guide. How do I start?

Thank you for your interest. We look forward to learning more about your practice and to help you attract your ideal customers where you may fit well on the basis of their individual needs and circumstances. Click here to learn how to become a member of local financial advisers on WealthTender.