Modern Money - How To Choose The Right Financial Advisor

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Modern Money - Peter Bombara PCB Financial Advisory Group PCB Capital

peter bombara

9 episodes

6 months ago

Peter Bombara of PCB Financial Advisory Group, is looking to serve families, one at a time. A financial commentator and author, Peter has been in the financial services field for over a decade, appearing on local and national media outlets such as Fox Business, ABC, CBS, and more. Guiding you too and through retirement.

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Investing

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Modern Money - How To Choose The Right Financial Advisor

Modern Money - Peter Bombara PCB Financial Advisory Group PCB Capital

21 minutes

4 years ago

Modern Money - How To Choose The Right Financial Advisor

How to Choose The Right Financial Advisor

Are there different types of advisors to choose from?
Should you ask about their experience level?
How can you make it easier to compare advisors and how many should you talk to?

Questions to ask a perspective advisor:

How would you describe your typical client?
How long have you worked in financial services and what brought you to the industry?
How do you get paid?
How often and through which channels can I expect to hear from you?
Have you ever been cited or contributed to the financial media?
Are you an author on this subject?
Are you a fiduciary?

Podcast listeners can contact Peter Bombara at PCB Financial for an evaluation of their portfolio.

Call: 732-634-3620
Or visit online at www.PCBFinancial.com