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ProVise Management Group talks Finding a Financial Planner

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ProVise Management Group Financial Advice
Posted at 9:29 AM, Mar 11, 2021
and last updated 2021-03-11 09:31:22-05

Finding a financial planner who is competent and ethical isn't as easy as it seems. Ask a friend, Google planners in your area, or go to the CFP Board website. Interview at least three. Ask them about how they work with clients. Do they have a disciplinary history? Are they a fiduciary who ALWAYS has to put your interest ahead of their own? Are they paid on a fee or commission basis? We sit down with Ray Ferrara, CFP, Chair and CEO of ProVise Management Group, LLC. to learn more.

Visit their website Provise.com

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Tampa Bay's Morning Blend

9:57 PM, Oct 16, 2018

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