6501 Tinker Diagonal,
You've got questions, we've got answers.
Get to know your financial advisor.
Whether you’re meeting with a financial advisor for the first time ever, or interviewing a potentially new advisor – it’s important to have an open dialogue. They expect hard questions. You expect professional and understanding answers. Here’s a quick sample of questions you could ask of any pro, including our team here at TFCU Financial Advisors.
EXPERIENCE, EDUCATION & QUALIFICATIONS
INVESTMENTS & COMPENSATION
MAKING A PLAN & COMMUNICATIONS