Ask Terry Questions Financial adviser?

Financial adviser?

By Terry Savage on February 08, 2022 | Financial Planning / Retirement

I have my investments with Edward Jones. Lately I’ve been thinking about moving to a new firm, since I am being charged considerable money for its services. Would a firm that is a fiduciary be a better financial fit for me?

Terry Says

Well, it would certainly save you a lot of money! And while Edward Jones is a brokerage firm, a fiduciary advisor would be able to help you with all sorts of financial planning — such as reaching retirement goals, making a will, planning for Social Security, etc. Find a FEE-ONLY FIDUCIARY financial planner at www.Wealthramp.com.

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