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Edward Jones
Making Sense of Investing
Business Profile
Edward Jones - Financial Advisor: Mark J Fortier
Making Sense of Investing
Edward Jones - Financial Advisor: Brian T White
Making Sense of Investing
Questions For Financial Planning Consultants

Working with a financial planning consultant can be an essential step in properly preparing for your future. Though many advisors offer their services for personal finances, there are also consultants that work with small businesses, or commercially. Choosing the advisor to trust with your wealth is not an easy decision. Not only do you need to distinguish between personal and business needs, but you need to find a skilled professional that you are comfortable with. Try the following questions when you are interviewing potential consultants.

  • What process do you follow the first time you work with a client?
    Each individual has different financial needs from an advisor. When you sit down for the initial consultation, make sure the planner assesses you personal goals. The professional should discuss setting up a retirement fund, how to manage your investments, and even offer risk management for money that you are looking at spending.

  • What services does your company offer?
    The services that a financial planner offers can range from estate planning, to risk management, to business assessments. You will want to work with someone who meets your needs, so begin by asking! Some firms even have software available for their clients to use on a daily basis, without having to pay an hourly rate to meet with the professionals.

  • Are all of your consultants trained and currently licensed?
    It is important to work with a company that is up to date on current regulations, and with an advisor that can legally manage your personal wealth. It never hurts to ask to see proof of their certifications!
  • Financial Planning Association
    Our professional members are the experts with making informed financial decisions. The financial planning consultants in our association have the experience with money management to meet budget goals.
    MAP
    Write review for this local business

    STANDARD LISTINGS:   FINANCIAL-PLANNING-CONSULTANTS IN/NEAR ZEBULON
    Morgan Stanley Durham Write review for this local business
    3511 Shannon Road Suite 300, Durham, NC 27707
    (919) 493-5559  
    Our Financial Advisors strive to earn the trust and help achieve the goals of many individuals, families, and institutions.
    Brown Investment Properties Write review for this local business
    440 W Market St Ste 100, Greensboro, NC 27401
    (336) 379-8771  
    Brown Investment Properties, Inc. is a family owned commercial real estate firm incorporated in 1960. 440 W Market St Greensboro NC 27401 (336) 379-8771 http://www.bipinc.com
    Capital Analysts of Nc Inc Write review for this local business
    9701 Oakley Rd, Zebulon, NC 27597
    (919) 404-2607  
    Liberty Tax Service Write review for this local business
    877 E Gannon Ave Ste 303, Zebulon, NC 27597
    (919) 404-2660  
    Jrp Investments Write review for this local business
    214 N Arendell Ave, Zebulon, NC 27597
    (919) 404-2835  
    Whiting Rental & Investments LLC Write review for this local business
    503 N Wakefield St, Zebulon, NC 27597
    (919) 404-0023  
    Craig Narron Write review for this local business
    815 N Arendell Ave Ste B, Zebulon, NC 27597
    (919) 269-5184  
    Edward Jones Write review for this local business
    806 N Arendell Ave Ste C, Zebulon, NC 27597
    (919) 269-7714  
    Jackson Hewitt Tax Services Write review for this local business
    804 N Arendell Ave, Zebulon, NC 27597
    (919) 269-4994  
    K & H Investment Group LLC Write review for this local business
    6820 Buck Rd, Wendell, NC 27591
    (919) 365-3227  
    Jcs Financial Services Write review for this local business
    2605 Nc 97 Hwy, Wendell, NC 27591
    (919) 365-4377  
    Thomas Walters Write review for this local business
    11 S Main St, Wendell, NC 27591
    (919) 366-1564  
    Edward Jones Write review for this local business
    22 N Main St, Wendell, NC 27591
    (919) 365-3545  
    Liberty Tax Service Write review for this local business
    2857 Wendell Blvd, Wendell, NC 27591
    (919) 365-2795  
    Kb Investments & Realty LLC Write review for this local business
    3451 Wendell Blvd, Wendell, NC 27591
    (919) 365-3044  
    Capital Analysts of Nc Write review for this local business
    4007 Village Park Dr, Knightdale, NC 27545
    (919) 261-8101  
    Ffg Companies Write review for this local business
    4009 Village Park Dr, Knightdale, NC 27545
    (919) 261-9850  
    Avery Davis Investments Write review for this local business
    7417 Knightdale Blvd, Knightdale, NC 27545
    (919) 266-9956  
    Essential Loan Solutions Write review for this local business
    5408 Swordsman Ct, Knightdale, NC 27545
    (919) 594-8140  
    Onemain Financial Write review for this local business
    2001 Widewaters Pkwy Ste P, Knightdale, NC 27545
    (919) 217-2783  
    H&R Block Write review for this local business
    825 N Smithfield Rd, Knightdale, NC 27545
    (919) 266-9067  
    Edward Jones Write review for this local business
    6807 Knightdale Blvd Ste B, Knightdale, NC 27545
    (919) 217-2451  
    Howard Fleming Write review for this local business
    504 S Main St, Rolesville, NC 27571
    (919) 554-1940  
    Edward Jones Write review for this local business
    416 Southtown Cir, Rolesville, NC 27571
    (919) 562-9461  

    If you own a business, a financial advisor can help you maintain your wealth while your company grows. Every business has different investment needs based on their risk management plan, and a financial consultant can help you determine yours.

    The first thing the consultant will do is help you set a budget by weighting your debt against your income. If you have cash flow problems, then there is a good chance you need help to repair your credit. Your financial advisor will find a way to balance your expenses with you income, which can help you pay off your bills. They will also advise you on the best ways to save money, like using an allotment from your salary for retirement investments.

    They will then help you develop a wealth management plan. Are there ways your company can invest without taking too big a risk? Your consultant will aid you in making these decisions. They will have many resources at their disposal, such as risk management software, that will help you invest and save your money wisely. It will also help your consultant make the right choices for your company.

    While hiring a financial advisor isn’t free, it may also be what’s best for your company, your clients and your future. This licensed professional can help you keep your estate costs down.

    Most financial advisors have a background in, business, finance or accounting. Many have had extra training in dealing with business wealth and investments. They also usually have to take a course and become certified in their state.

    Hiring a financial advisor for your company is a sound investment in your and your organization’s future.



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