Things to Consider When Choosing a Financial Advisor
The relationship with a financial advisor should be trusting and supportive, as you likely will discuss personal issues like your financial goals and dreams.
Questions to Ask a Financial Advisor
Start your search by asking a friend, family member or someone else you trust about their experiences with financial advisors. This information could be helpful as you decide which financial advisors to learn more about.
When speaking with a prospective Financial Advisor, consider asking these questions, and make sure you understand and are comfortable with their answers.
- What is your approach to financial planning?
- Are you a fiduciary?
- How often will we meet?
- How are you compensated?
- Do you have any account minimums?
- Will you work with other advisors, like CPAs or attorneys?
- What services do you provide?
- What type of clients do you typically work with?
Huntington Advisory Resource Group is here to help.
It doesn't matter how old you are, your income, your debt, your goals, or responsibilities, it's likely no longer sufficient to just save for retirement. One should also consider investing for retirement after fully assessing the risks associated with the investments under consideration. Call Huntington's Advisory Resource Group at 800-530-1690, or use Advisor Connect to learn more about advisors who may be a good match given your goals and finances.
Research shows that investors whose advisors help with financial planning, asset class selection and allocation, and re-balancing and tax management, have realized around 3% value add annually.† Keep in mind that individual results are not guaranteed and may vary from the study's findings.
For 35 years, Huntington Financial Advisors have been providing prompt, personal service to clients like you for moments that matter. We offer meaningful advice and can create a plan that is designed to focus on your key priorities to help achieve your goals. Call Huntington's Advisory Resource Group at 800-530-1690 to learn more or use Advisor Connect to find an advisor who's a good match for your unique position.
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† Envestment PMC. 2019. Capital Sigma: The Advisor Advantage. Accessed May 16, 2023..
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The information provided in this document is intended solely for general informational purposes and is provided with the understanding that neither Huntington, its affiliates nor any other party is engaging in rendering financial, legal, technical or other professional advice or services, or endorsing any third-party product or service. Any use of this information should be done only in consultation with a qualified and licensed professional who can take into account all relevant factors and desired outcomes in the context of the facts surrounding your particular circumstances. The information in this document was developed with reasonable care and attention. However, it is possible that some of the information is incomplete, incorrect, or inapplicable to particular circumstances or conditions. NEITHER HUNTINGTON NOR ITS AFFILIATES SHALL HAVE LIABILITY FOR ANY DAMAGES, LOSSES, COSTS OR EXPENSES (DIRECT, CONSEQUENTIAL, SPECIAL, INDIRECT OR OTHERWISE) RESULTING FROM USING, RELYING ON OR ACTING UPON INFORMATION IN THIS DOCUMENT EVEN IF HUNTINGTON AND/OR ITS AFFILIATES HAVE BEEN ADVISED OF OR FORESEEN THE POSSIBILITY OF SUCH DAMAGES, LOSSES, COSTS OR EXPENSES.
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