Investor Education

Working with Financial Advisors

Abstract: Although many investors feel they can invest on their own, millions find that the services of investment professionals make all the difference in how successful they are. Financial advisors and planners help you assess your goals and your resources, map out a plan that gets you the most bang for your buck, and give you the kind of research you need to make solid decisions. In this lesson plan, learn the types of financial advisors to choose from, what they do, and what questions you should ask to get the best help.

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