Selecting a financial advisor can feel like an overwhelming task. After all, it’s not just the advisor you’re considering but the firm itself and everyone it employs. All of the team members, from the tax specialist to the client service manager, will have a hand in your financial health. To make the decision even more challenging, there are so many factors to consider. Do you agree with the firm’s investment philosophy? Does the firm offer services that match your individual needs? And, most importantly, can you trust the advisor to act in your best interest?
[Read more…] about 8 Questions to Ask Before Hiring a Wealth AdvisorRelative Value Partners Packs Books for At-Risk Children
On May 31st, 2018, nine members of our team – Greg Neer, Ernie MacVicar, Jeff Fosselman, JP McCleary, Bob Huffman, Catherine Goel, Doug Crimmins, Dave McGranahan and Pat Kacsur – volunteered to pack book bags at Bernie’s Book Bank in Lake Bluff.
[Read more…] about Relative Value Partners Packs Books for At-Risk Children