Are we the Financial Advisor for you?
The fit between you and your financial advisor should be easy and seamless.
Here are the 5 qualities that you need and can expect when selecting an advisor from Financial Services of America.
You want to work with a financial advisor who really understands you - your family, your goals and what is important to you.
Clearly Explains Investing
You need to find a financial advisor who will spend time educating you on investment topics and answering all of your questions.
No one is great at everything. That is why we take a team approach with you and your family to make sure you are getting an expert in every aspect of your financial plan.
Knows Your Investment Style
You want someone who makes recommendations in your best interest and explains how they can help you reach your goals.
Meeting with your financial advisor should be convenient. You want choices - whether that's at our office, your home, over the phone or video conference - you'll have the option that's most convenient for you.