Best Financial Advisors

It’s confusing to know how to find a fiduciary financial advisor. You want someone who is completely certified to manage your portfolio, but how do you find the right fit? Here are a few steps you can take.

1. Do your research. A fiduciary financial advisor will have specific certifications indicated in their title or on their website. These distinctions serve a purpose and it is important that you know what you are getting into when selecting a financial advisor. Research which courses they’ve taken, what degrees they possess, and what the reputation of the firm is like. These will all help you make a better decision.

2. Ask around. See who your friends are using. Ask questions – especially to those you trust. In fact, many referral clients will receive something special or an incentive to bring business to an advisor.

After following these two very important steps, make a visit. Meet in person. Just because someone has certain qualifications does not necessarily mean they will meet your needs. Similar to any relationship, get a feel for whether you can trust the person before making any commitments.

A fiduciary financial advisor is likely present in your area, but they may not be shouting from the rooftops (or smiling on the billboards). They are likely part of a firm or larger entity. Also, it’s good to look into the team they work with – who assists and helps them? Does this work for you?

St. Croix Advisors possesses a fiduciary financial advisor who can be found in Hudson, Woodbury, and all throughout the Twin Cities area. We would love to get you started on the journey towards financial freedom. Give us a call today and let us help you achieve your goals.

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St. Croix Advisors, LLC is a Registered Investment Advisory firm with locations in New Richmond, WI and Woodbury, MN.Disclaimer