When you choose a financial advisor, you’re making an investment in your own money. With an Allegheny Financial Group advisor, that investment returns unmatched expertise in the process and practices of financial planning, as well as in proprietary research and the most up-to-date planning tools. All delivered to the highest standards of personal service.
01Identify exactly what financial services you need
02Find out what financial services the professional offers, including what qualifications, certifications, and expertise they have
03Ask if there are any limitations on what they can recommend
04Perhaps most importantly, find out what services you’re paying for
05How much those services cost and how the adviser or planner is paid