3 Ways to Ensure You Choose the Right Financial Advisor in Dallas

3 Ways to Ensure You Choose the Right Financial Advisor in Dallas

There’s almost no greater feeling than to have all of your finances organized. Most people spend their entire lives trying to achieve just that, and that is where a financial advisor would come in. Getting help from an investment advisor in Dallas isn’t a bad idea, but will you be able to tell when you’ve found the right one for you?

Choosing the right financial manager in Dallas is crucial to your financial success and organization. Here are three ways to ensure you choose the right financial advisor:

1. Shop Around and Avoid Rushing Into a Choice

If you’re in need of a financial advisor in Dallas, it may be tempting to just stop in at the local office and work with the first professional you find. Although some shots in the dark can be good ones, it is always best to do some research and create a list of candidates to choose from.

Consider getting referrals from family and friends or visit forums or relevant social media groups to get recommendations from others that have already walked your path. You could also try looking at the main industry associations and find professionals near you that way.

If those options don’t work out for you, you can try searching advisor directories, looking at the designations of financial professionals in your area, and the governing body behind said designations. As you can see, having multiple routes to an investment advisor in Dallas gives you more leeway in your decision-making.

2. Run a Background Check

When hiring a financial manager in Dallas, you should make sure that you do the proper research before leaving your money in someone else’s hands. Luckily for you, the industry makes it easy to access the professional backgrounds of most financial advisors.

There are websites you can search that detail how long a particular financial advisor has been in the industry, what firms they worked for, as well as any complaints or issues from previous customers. A registered financial advisor in Dallas should also have a record with the SEC.

3. Arrange for an in-Person Meeting

In most situations, it isn’t possible to learn all about a person’s personality through documents and online records. If you want to connect with your financial advisor and ensure that working with them will be pleasant, you’ll have to meet with them in person or schedule a virtual meeting to get to know them on a more personal level.

During this time, it’s best to ask about their education, what clients they usually work with, and the like. Contact Westwood Wealth Management at westwoodgroup.com for more information.

Comments Off


Stay Connected