The California poppy, the state flower, can be found near Sacramento's Financial Advisors, GBB.
 

Genovese Burford & Brothers Blog

Read the latest posts from the Financial Advisors of Genovese Burford & Brothers.


I take pride working with families and small businesses helping them achieve their investment objectives. A successful relationship begins by listening to the long-term needs and past experiences of each individual client. Only then can a comprehensive plan focused on each goal be developed, implemented and monitored through completion. I believe listening, trust, persistence and service help build a foundation of lasting relationships and success. It is an honor to be the family advisor that lasts multiple generations.

3 Important Questions to ask when Hiring a Financial Advisor

3 Important Questions to ask when Hiring a Financial Advisor
So you’re thinking it’s time to hire a financial advisor…but how do you go about selecting the right one? Hiring a financial advisor is a major decision that should not be taken lightly.  Unfortunately, many people spend more time shopping for a car than researching and interviewing an advisor.  There have been a lot of changes in the industry with numerous types of advisory firms and their services.  When you’re close to meeting with a financial advisor, it’s important to be prepared to ask the right questions to make sure you, the advisor, and his or her firm are a good fit from the start.  The following are 3 broad, easy-to-ask questions you should have on your list before hiring a financial advisor. Are you a fiduciary? This is the single most important question that you can ask and lets you know from the start the advisor’s responsibility to their...
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