
Choosing the Right Financial Advisor | Part One: Work with Someone You Trust
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<p>As financial professionals, we’re often asked one simple question: “do you know what I should buy right now?” In truth, we don’t believe it’s possible to successfully predict market behaviors most of the time. But, we do believe that a qualified financial advisor can help you devise a plan for long-term success. In this episode of Unfiltered Finance, our own Tom Romano, Head of Strategic Relationships and Product Development, is joined by Symmetry’s Michael Storer, Senior Regional Director, and a financial advisor from our sister firm, Apella Wealth, Peter Leppones, CFP®, to answer a more important question: “what should you consider when choosing a financial advisor?”</p> <p>If you have any questions or would like more information, reach out to us at <a title="Contact Us" href= "https://symmetrypartners.com/contact-us/">https://symmetrypartners.com/contact-us/</a></p> <p>You can also find us on Facebook, YouTube, Twitter, and LinkedIn. As always, we remain invested in your goals.</p> <div class="xgmjVLxjqfcXK5BV_XyN">Symmetry Partners, LLC, is an investment advisory firm registered with the Securities and Exchange Commission. The firm only transacts business in states where it is properly registered, excluded or exempted from registration requirements. Registration of an investment adviser does not imply any specific level of skill or training and does not constitute an endorsement of the firm by the Commission. No one should assume that future performance of any specific investment, investment strategy, product or non-investment related content made reference to directly or indirectly in this material will be profitable. As with any investment strategy, there is the possibility of profitability as well as loss.</div> <div class="xgmjVLxjqfcXK5BV_XyN">Due to various factors, including changing market conditions and/or applicable laws, the content may not be reflective of current opinions or positions.</div> <div class="xgmjVLxjqfcXK5BV_XyN"> </div> <div class="xgmjVLxjqfcXK5BV_XyN">Please note the material is
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Choosing the Right Financial Advisor | Part One: Work with Someone You Trust
sway house fan