We think that this is one of the best questions that you can ask when considering any financial advisor or team. When you take the time to ask the central questions, you can make an informed decision. This is very important to us, because we are interested in establishing and nurturing a long term relationship, which will allow us to understand you and your financial goals.
There is no such thing as a financial advisor that is all things to all people and we certainly do not expect to meet every prospective client’s needs. Since choosing the “right” advisor will have a significant impact on you and your family for years to come, we want to make sure the fit is a good one.
We appreciate you taking the time to learn about our philosophy, Barry Spomer’s background, our team and the differences that help make us distinctive.