Choosing a financial advisor can be a complicated process for anyone. Part of the challenge is that without an intimate knowledge of the financial services industry, you may not know what types of services are available, which services you need or what they should cost. But when you decide that your financial situation requires professional assistance, you should have a clear understanding of both the marketplace and what your expectations should be for the different services available. Being armed with this knowledge will allow you to make better decisions for your specific situation.
To make navigating the financial services marketplace easier, and to clarify your specific needs, we developed a four-question survey.
To download Four Steps to Help You Pick the Right Financial Advisor, please fill out this brief and confidential contact form.
Oliver Cohen Marketing Portfolio 
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