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Personal Finance and Investing

(29,542 posts)

9. Yes, I've done that

Mon Dec 26, 2022, 06:28 PM

Dec 2022

Have called pretty much all of them that are local, will be plodding through out-of-state folks if I don’t get any other ideas.

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Any ideas for finding a fee-for-service financial/tax advisor? [View all] JudyM Dec 2022 OP

Make sure whomever you hire is a fiduciary, not some salesperson. SheltieLover Dec 2022 #1

IKR! JudyM Dec 2022 #5

Glad you know. SheltieLover Dec 2022 #6

Yes, I've done that JudyM Dec 2022 #9

I thibk they are licensed by state. SheltieLover Dec 2022 #11

That's right, but some have licenses in multiple states. JudyM Dec 2022 #12

We use our bank. I'm sure they get a percentage but it's a local 1WorldHope Dec 2022 #2

Interesting, I'll check that out. JudyM Dec 2022 #10

Your last bit of advice is a good idea! JudyM Dec 2022 #4

Fair enough. A HERETIC I AM Dec 2022 #7

I edited the question, thanks for your helpful input on that! JudyM Dec 2022 #8