November 25, 2019
Authority Magazine
Authority Magazine interviews Senior Director Timothy Neuville on what to look for when hiring a financial planner.
By Tyler Gallagher
Featured: Tim Neuville, Senior Director, Marcum Financial Services, LLC
Excerpt:
“Before hiring a financial planner (advisor) you must determine what you are looking for. You may need someone to help you manage your investments (advisor) or may need someone to address your investments plus risk management, estate planning, tax planning and charitable giving- this is called comprehensive planning (planner).”
HAVE A QUESTION? ASK MARCUM