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.
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Identify exactly what financial services you need02
Find out what financial services the professional offers, including what qualifications, certifications, and expertise they have03
Ask if there are any limitations on what they can recommend04
Perhaps most importantly, find out what services you’re paying for05
How much those services cost and how the adviser or planner is paid