Access Wealth Senior Advisor Howard Milove, CPA/PFS, was recently featured in NJMoneyHelp, discussing how to find advisors who are competent and trustworthy.
The discussion references the importance of finding qualified professionals across disciplines, including attorneys, financial planners, and accountants, depending on the type of guidance needed.
In the article, Howard acknowledges that the best way to find someone trustworthy is to get a referral from someone you trust. He goes on to offer additional steps you can take and websites you can reference to determine whether that advisor is the right fit, or if a referral is unavailable.
Read the full article on NJMoneyHelp: How Do I Find Advisors Who Are Competent and Trustworthy?
What This Means for You
Finding the right advisor often starts with research, asking questions, and understanding their approach. Whether you are looking for a financial advisor, attorney, or accountant, taking time to evaluate their experience and communication style may help you make a more informed decision.
Download this checklist to help guide your conversation during an initial meeting. The checklist will help you:
- Ask the right questions when meeting with the advisor
- Know the key phrases to listen for during your discussion
- Recognize the details that make an advisor stand out from others.
