Whether you are interviewing a new financial advisor or already working with someone, there are some important questions you should be asking to make sure that these professionals are covering and addressing your needs.

In part two of this two-part mini-series, Jose Feliciano and Jeff Feliciano continue to address the questions that you should be asking your financial advisors.

In this episode you will learn:

• The types of certificates and licenses financial advisors can possess
• Why investors should be asking if the financial advisor works individually or on a team
• Why you should know how many clients an advisor serves
• The importance of communication in the relationship
• And more!

Tune in as Jose and Jeff Feliciano share how to find the best financial advisor for you! 

Resources: Feliciano Financial Group: (903) 533-8585

Podcast: Play in new window | Download | Embed

Subscribe: RSS | More

One of the most important decisions that families and business owners can make in their lifetime is aligning with the right financial partner to help guide you through your life financially and making smart choices with money.

In part one of this two-part mini-series, Jose Feliciano and Jeff Feliciano discuss some of the very important questions to ask when choosing the right financial advisor for you and your needs. These questions will give you insight on philosophy, capabilities, resources and more!

You will learn:

• Why it is so important to learn why advisors started their firm
• The specific services offered by financial advisors
• How the advisors investment philosophy ties into making smart decisions with money
• The details of fiduciary obligation to work in the clients best interest based on credentials
• And more!

Tune in as Jose and Jeff Feliciano share how to find the best financial advisor for you! 

Resources: Feliciano Financial Group: (903) 533-8585

Podcast: Play in new window | Download | Embed

Subscribe: RSS | More