Home / Special Report / Personality match with financial adviser is key consideration (access required)

Personality match with financial adviser is key consideration (access required)

Financial planning is a relationship business, says Joseph Bianchi, a financial planner with Alliance Advisory Group in Rochester. Other financial advisers in the area agree that the reason financial planning is a “relationship business” is because the most important part of choosing a financial adviser is melding well with them and being able to trust ...

Leave a Reply

Your email address will not be published.

x

Check Also

dennis-corey

Underberg & Kessler LLP

Underberg & Kessler LLP announces the following new hires: Corey Dennis, senior manager; Kevin Woodworth, senior manager; Morgan Hopkins, senior ...