Getting Started in Finding a Financial Advisor

Jaffe, Charles A. Book - 2010 None on shelf No requests on this item Community Rating: 0 out of 5

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Includes index.
You need financial help : now what? -- You get what you pay for, and pay for what you get -- The seven big mistakes people make when hiring advisers -- Why you may be the only one you can trust -- Swimming through alphabet soup -- Your first meeting with an adviser -- Interviewing a financial planner -- Interviewing a broker -- Interviewing a money manager -- Interviewing an insurance agent -- Interviewing an accountant/tax preparer -- Interviewing a lawyer -- Interviewing a real estate agent -- Get what you need from references and referrals -- Breaking up is hard to do.

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SERIES
Getting started in.

PUBLISHED
Hoboken, N.J. : John Wiley, c2010.
Year Published: 2010
Description: x, 262 p. ; 24 cm.
Language: English
Format: Book

ISBN/STANDARD NUMBER
9780470538784
0470538783

SUBJECTS
Financial planners.
Investment advisors.
Finance, Personal.
Financial planning industry.