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Arlington Financial Services -- How to Separate the Good from the Bad

By Michael Colliano Subscribe to RSS | July 16th 2012 | Views:

If you're looking to make the most out of your money, there are dozens and dozens of Arlington

financial services to choose from. However, just because you see someone in the phonebook, on a

billboard, or at the top of a Google search doesn't necessarily mean they're the best choice to handle

your money.

So, how do you weed through all of the options and wind up with the very best Arlington financial

advisors managing your investment portfolio?

1. Learn your ABC's

Lots of Arlington financial advisors have designations listed on their business cards or on their

websites, but some of those abbreviations are better than others. Instead of being blindly

impressed with a few letters listed after someone's name, find out what those designations

really mean and which organizations they're associated with. That way, you can see if your

potential advisor really has great credentials -- or if he's just trying to impress you with a bunch of

meaningless letters.

2. Figure out exactly what they do

Some Arlington financial services are well-rounded -- they handle everything from stocks, to bonds,

to insurance, to "non-traditional" investment options. Others claim to be financial advisors, but

they're really just accounts or insurance salesmen offering financial advice to try and broaden their

client base (and their commissions!). If you're looking for someone that can completely handle your

finances, you'll have to make sure they offer all of the services you need.

If you're dealing with a potential financial advisor that offers limited services, that's a red flag.

It could mean that they don't have the knowledge to use a variety of investment tools. That's

something you definitely don't need!

3. Get their thoughts on communication

Your Arlington financial services company may be chock full of money experts, but this is YOUR

money we're talking about. You're the one who's calling the shots. That's why good Arlington

financial advisors will make keeping you in the loop a priority -- both over the phone and in writing.

Before you agree to work with anyone, ask them how their company keeps its clients updated. The

good companies will have an actual communication policy that they apply to all of their clients. For

example, they may send you a written report a few times a year or have special documentation

that they send out on a regular basis. And, of course, that's on top of taking your phone calls and

responding quickly to your emails.

Bottom line -- if you don't think your potential financial advisor seems like a good communicator, it's

time to find another one. The best Arlington financial services understand that you're in charge, so

they'll put a serious emphasis on communication!

Michael Colliano - About Author:
Michael Del Colliano is Vice President of Westbourne Investments Inc.. Michael is a licensed Life Insurance Agent, active account portfolio manager, and participates in the day-to-day operations of Westbourne Investments. So keep reading his articles to know about Arlington financial services.

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