Ask Terry Questions Finding investment help

Finding investment help

By Terry Savage on October 16, 2022 | Financial Planning / Retirement

Have you ever heard of an investment office T.J. Stearns in Arlington Heights and if so do you have any opinions on if they’re good or not?

Terry Says

I never comment on individual advisers/brokers. But you can check them out using the SEC search engine:
https://adviserinfo.sec.gov/

In this case, I actually did the work for you — and came up with “not found.” Unless you gave me the wrong name or town, that’s a big red flag.

Instead, I urge you to find a FIDUCIARY, FEE-ONLY Financial planner you can definitely trust by going to Wealthramp.com. Here’s a link to an explanation of Wealthramp on my website.

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