Wealthramp Financial Advisor
I recently retired and thought it would be wise to seek out a financial advisor so I used Wealthramp and was referred to an advisor in Deerfield, Illinois. I met with her and I liked her but I cannot find any reviews online about her. Should I be concerned?
Terry Says
ANY advisor recommended by Pam Krueger at Wealthramp.com is carefully vetted by Pam, and is a fee-only fiduciary advisor.
Why on earth would you trust online recommendations for this — since Pam personally matched you with three advisors who she thought would be appropriate for your situation.
Did you watch this video that Pam and I created a couple of months ago, explaining how the process works?
The ONLY reason I recommend Wealthramp is the certainty that you will be given a choice of advisors you can trust, who do not sell stuff, but only charge fully-disclosed fees.