Tag: financial advisor
How To Find The Best Financial Advisor For Your Needs
The best financial advisor is one that takes the time to understand your financial goals while considering your needs and budget. After working in the financial industry for the past eight years as Director of Client Operations, one thing is clear. Finding someone you can trust and feel genuinely comfortable with is a lot harder […]
Dont Buy Charles Schwab, Buy JMP Group Instead!
Recently, I had a long conversation with a close friend who used to work at Charles Schwab (SCHW). Today, Schwab is one of the nations largest brokerage, banking, and asset management firms. In fact, they currently hold over $1.4 trillion dollars of client assets. But as the story continued, I shook my head as I […]
