Things to Ask Your Financial Advisor in San Francisco County CA

Financial advisor in San Francisco County CA

Are you considering hiring a financial advisor in San Francisco County, CA? You will want to make sure that this person is licensed with the state before you allow him or her to give you advice. This is because you need to have this license if you are going to use the services of this advisor. The San Francisco County Office of the Licensing Department can provide this information to you. However, if you feel more comfortable asking for this information directly then this is perfectly acceptable as well.

Before you deal with any financial advisor in San Francisco County CA you should ask for references and these should include people who are very close to him or her such as family and friends. You should also check to see if they have ever had any complaints filed against them with the Better Business Bureau. You should also inquire as to the specific fees that are associated with this advisor’s services and what these fees range into the different types of services that he or she may offer you.

Before you do all of this however you are advised to take a step back and examine your own situation and whether or not you really need an advisor. Are you going to live in the same house as this advisor in San Francisco County? Are you going to be using his or her services or are you going to hire him or her by yourself? Do you know how long you will have him or her within the area? Are you aware of any fees that may be involved? If you do not have a clear answer to any of these questions then you may want to consider hiring someone else.

Once you have all of the necessary information you will be able to get started. The next step is to sit down with your advisor and go over all of your goals, financial goals and what exactly you hope to accomplish over the long term. You will also discuss how long you plan to stay in your home in San Francisco County. It is important to know the exact cost that you will incur as well as the monthly payments that you want to make.

Once you have had a chance to discuss your goals and what you hope to achieve with regards to your financial situation you should also have a clear idea of the fees that you want to incur with your financial advisor. Be sure to find out what the exact costs are going to be before you commit to anyone. In some instances a financial advisor in San Francisco County can even provide free financial counseling depending on their expertise and the needs of the individual client.

The next thing that you are going to want to do is to ask your potential advisor what they think would be a good time for you to come in and meet with them. If your financial situation is rather new you should probably inquire about this at the initial interview. In some cases your advisor may already have a scheduled meeting set up for you but it is always a good idea to call and ask how they can meet with you. Having an open dialogue is going to go a long way with them so it is worth asking all of the questions that you can think of.

Another question that you should ask your San Francisco financial advisor is if they offer a guarantee for their service. This is something that will make sure that you are completely satisfied with the work that they do for you. You should always make sure that you understand any guarantee that is offered before you sign anything. You can look online to see what different companies offer their clients. By doing this you will be able to get a better idea of what services they provide and the price that they charge.

One last thing that you should ask your San Francisco financial advisor before you hire them is what kind of communication methods they use to keep in touch with you. Since you will most likely be talking to this advisor on a regular basis it is critical that they remain as open and honest with you as possible. They need to be able to quickly address any concerns or questions that you may have. If they do not stay in touch with you they are definitely not someone that you want to use. You should always feel as though you can reach them at any time of the day or night through a number of different methods.