Tips for Choosing the Right Financial Advisors in Oklahoma City, OK

July 10, 2018 7:30 pm Published by Leave your thoughts

You want to move forward with sound investments and good financial practices, but you need sound financial advice to stay in the black. How can you choose the right financial advisors in Oklahoma City, OK for your needs?

To find the best advisor for you, keep the following considerations in mind. Use these tips to properly vet each advisor and determine if they are the right professional for you.

Fee Schedule

Find out how the financial advisor in Oklahoma City, OK charges their clients. Are their services commission-based, or do they charge a set fee? Do they offer package prices that could save you money? Do any of their fees pose a conflict of interest, encouraging them to sell you products you don’t need in order to generate more commissions?

It’s important to find a financial advisor who has your best interests in mind. How they charge you can affect how they serve you. Be sure to examine fees in detail and determine if you will be comfortable with the billing plan they offer. Keep in mind that the company that charges the most isn’t necessarily the best, and a company that offers bargain rates might not fully meet your needs.

Service Specifics

Exactly what services does the financial advisor in Oklahoma City, OK offer? Do they specialize in the types of products and services you desire? Are they hourly consultants, in-depth financial planners or tax preparers only?

Your needs will determine which advisor is best for you. If you want personalized attention and a long-term financial partner, be sure this is something the firm can offer. If you want a comprehensive financial planner, find out if the company can handle all areas of finance, from insurance to retirement and more. The goal is to choose a company that provides the types of services you need.

Professional Qualifications

Your financial portfolio can’t be trusted to just any financial advisor in Oklahoma City, OK. You want to find a company that offers proper qualifications and experience. First, look for appropriate credentials. Certified Financial Planners (CFP) and Certified Public Accountants (CPA) have passed rigorous training and testing to obtain their titles. They are held to high industry standards.

Experience is also important. You don’t want your investments to be the first ones an advisor has handled. Find out how much experience and what kind of experience the financial advisor has. Do some investigating into their experience to discover what kind of reputation they have as well. Do they have a track record of success? Do clients rave about their services? You want a company with an established reputation for reliability and strong work ethics.

Choose Wisely

Are you in search of experienced, reliable financial advisors in Oklahoma City, OK? Contact the professional team at Chrisman & Chrisman Financial Services. We will back you up where you need it. We offer specialties in accounting, bookkeeping, tax services, payroll services and business counseling. With over 35 years of experience, we offer the expertise you need to take your financial success to the next level. Reach out to us today with any questions!

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