Finny logo

Top Questions to Ask a Financial Advisor

Now that you have the contemporary Maslow hierarchy of needs of food, shelter, and a nice flat-screen TV down pat, it’s time to focus your attention on what to do with those leftover greenbacks you have sitting in your bank account. 

If you need to make your money work for you and if you are not going to actively manage it yourself or you need some help crafting a financial plan to set you on your financial path to meeting your goals, then you may want to consider working with a financial advisor.

In this quiz, we'll help you figure out what questions you should be asking any potential financial advisor to ensure that they are the right pick for both you and your money.

Follow Us