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Suitability

Make Sure You Hire the Right Financial Advisor

Submitted by Paul B. Miller, CFP on March 22nd, 2016

Hiring a financial advisor is like selecting the right mechanic for your car. Although the stakes are not the same, you wouldn't trust your vehicle to someone who is going to suggest unnecessary repairs and upgrades just to line their pocket with more money. You should put the same effort into finding the right financial advisor.

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  • CERTIFIED FINANCAL PLANNERâ„¢
  • Exchange Act of 1934
  • fiduciary standard
  • Financial Advisors
  • Indian River Financial Group
  • Investment Advisers Act of 1940
  • Investments
  • Paul Miller
  • Portfolios
  • Registered Investment Advisers
  • Retirement
  • Savings
  • Suitability
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Paul B. Miller, as a Certified Financial Planner (CFP®) and an Investment Advisor Representative (IAR) started Indian River Financial Group, Inc to act as a financial planner for clients from Boca Raton, Florida, as well as the surrounding communities, and to offer you services such as asset management, wealth management, investment planning and risk management.

 

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