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Choosing a Financial Advisor

steveFillingimFinancial Advisors should make the investing process easy to understand and convenient. She or he will answer your questions and give you the tools and knowledge you need to feel comfortable as an investor.

To begin with, a good Financial Advisor will help you determine your investment goals and work with you to put a strong investment plan in place. That means not only finding the investments best suited for your goals, but helping you meet those goals as market conditions and your personal needs change.

If you don’t yet have a Financial Advisor, consider the following suggestions for finding an advisor and for reaching new heights as an investor:

  • Seek personal referrals from friends or family members
  • Seek professional referrals from your lawyer or accountant
  • Attend investment seminars held in your community
  • Take a course in investment planning
  • Read books or articles about money management and/or investment strategies, or consult free investment brochures
  • Join an investment club

The important thing is to do it. The more time you can give your money, the more time your money will give you.

The accuracy and completeness of this article are not guaranteed. The opinions expressed are those of the author(s) and are not necessarily those of Wells Fargo Advisors / Wells Fargo Advisors Financial Network or its affiliates. The material is distributed solely for information purposes and is not a solicitation or an offer to buy any security or instrument or to participate in any trading strategy.

This article was written by Wells Fargo Advisors and provided courtesy of Steve Fillingim, First Vice President – Branch Manager in Temecula at 951-506-8570.

Investments in securities and insurance products are: NOT FDIC-INSURED/NOT BANK-GUARANTEED/MAY LOSE VALUE

Wells Fargo Advisors, LLC, Member SIPC, is a registered broker-dealer and a separate non-bank affiliate of Wells Fargo & Company.