Getting Started in Finding a Financial Advisor

by Charles A. Jaffe, Chuck Jaffe

An accessible guide that contains the tools needed to find trustworthy financial assistance Given the events of the past two years-from bankruptcies to financial scams-it is more important than ever that investors understand who they are hiring to handle their finances. Getting Started in Finding a Financial Advisor explores the important relationship between an investor and their financial advisor and examines how you should go about finding potential candidates. Along the way, it shows you how to interview and check the credentials of six key types of advisor so that you can spot and avoid rogues, scam artists, and incompetents. You will also learn how to understand what can happen if the institution or the advisor ends up in financial or legal difficulty. This insightful and useful guide
Most people who give advice about money are trusted without actually earning that trust. Getting Started in Finding a Financial Advisor helps you set the highest standards, allowing you to locate professionals who can be trusted to protect your financial well-being and help you prosper.

262 pages, Paperback

First published January 1, 2010

Reviews

[Elizabeth · Rating 2 out of 5]

I read (most of) the first 100 pages and then felt no need to go any further. I felt the writer had some useful tips on how to use caution and to stay safe in a partnership with an advisor but it was mostly common sense and redundant.