By Terry Savage on July 08, 2023 | Financial Planning / Retirement

How do I research a new financial advisor. My current advisor that I have been with for a very long time seems to be blowing me off. I met with him a few weeks ago and asked him to reposition some investments due to stagnation for 3 years. I asked him to ladder some CDs with about 300k. Haven’t heard back from him. What should I do?

Terry Says

You should definitely change “advisors” — This one probably charges big commissions, except they can’t do that on CDs! Thus, the avoidance.
Please go to this link on my website to find an advisor you can trust! (read the article, I get nothing out of this recommendation to



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