Modern Money

Peter Bombara of PCB Financial Advisory Group, is looking to save families, one at a time. A financial commentator and author, Peter has been in the financial services field for over a decade, appearing on Fox Business, ABC, CBS, and more.

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