Ask Terry Questions Financial advisor recommendation

Financial advisor recommendation

By Terry Savage on February 28, 2023 |

Hello Terry,
I am looking for a trusted financial advisor. I am 67 , single, not a lot of assets for sure. Only very recently became serious about retirement savings, sadly, foolishly say. Fifth Third Bank is my financial advisor. Feel the advisor there more concerned with bottom line he needs to meet. Their fees for transactions are high. Anxious to make a change. Feel overwhelmed with financial stuff. Do you accept new clients , or would you recommend someone? Very much appreciate your visits John Williams show on WGN. Thank you very much for any feedback.

Terry Says

Please click on this link to read my article about Wealthramp — a free service for finding a fee only FIDUCIARY financial advisor for overall financial planning as well as investment advice.

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