Are they an owner of, or connected with, any other company whose services or products you will use?

Are they an owner of, or connected with, any other company whose services or products you will use? This is an important question because you want to select a financial planner that will provide you with unbiased opinions, not a firm that is simply marketing their own products.

Tell everybody how helpful this question
was by clicking on the stars below.

(0 votes)

Ellie