Questions to Ask an Advisor: Archvest Knowledge Base

When it comes to selecting an advisor or financial planner to work with, it can be a bit overwhelming. In our video we describe some key questions to ask when speaking with and interviewing an advisor. These questions and more can be found in the Consumer Guide to Financial Planning prepared by the CERTIFIED FINANCIAL PLANNER™ board.

John Wenzel | Archvest Wealth Advisors

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