Ask Terry Questions Picking a Finacial advisor

Picking a Finacial advisor

By Terry Savage on February 10, 2025 | Financial Planning / Retirement

Do you have any advice on choosing a financial advisor? Currently with fidelity but my advisor is leaving and have not been happy with the handoff.
Thanks

Terry Says

Please read this: https://www.terrysavage.com/pam-krueger-wealthramp/
It is the ONLY way I suggest you find a trusted, fee-only, FIDUCIARY advisor.

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