The right financial advisor can help you establish your goals and develop a long-term savings plan that lets you achieve them. But what happens when you grow dissatisfied with the service you’re getting from your advisor?
There are plenty of good reasons to switch financial advisors. Simply not trusting yours is a big one, but others include unusually high fees, a glaring lack of transparency, and a general sense that your advisor just doesn’t care all that much about you. If you’re planning to get a new financial advisor, here are a few things you should know.