When you find a financial advisor, ask him or her what he or she looks for in an investment advisor. You want an investment adviser that will work with you. Financial advisors are not in this business to sell you anything, so you should feel free to tell them what you really think about their services.

When it comes to selecting the wealth management firm that you want to work with, you have several options. You can choose to do your research online, or you can talk to friends and family who had used them in the past. You might be able to ask them what they thought of the firm, and how well they treated them.

You can also ask your family and friends for referrals to financial advisors that they have used in the past. If you are going to do this, make sure that you consider your friends and family who may not have the same experience as you, and how they would feel about the recommendations you receive. If they don’t feel comfortable in sharing their feelings, they shouldn’t be used.