One of the most important decisions that families and business owners can make in their lifetime is aligning with the right financial partner to help guide you through your life financially and making smart choices with money.

In part one of this two-part mini-series, Jose Feliciano and Jeff Feliciano discuss some of the very important questions to ask when choosing the right financial advisor for you and your needs. These questions will give you insight on philosophy, capabilities, resources and more!

You will learn:

  • Why it is so important to learn why advisors started their firm
  • The specific services offered by financial advisors
  • How the advisors investment philosophy ties into making smart decisions with money
  • The details of fiduciary obligation to work in the clients best interest based on credentials
  • And more!

Tune in as Jose and Jeff Feliciano share how to find the best financial advisor for you! 

Here’s the link to the episode:

Episode 12 – Common Questions That Investors Should Ask Advisors – Part 1

Resources: Feliciano Financial Group: (903) 533-8585 

Tyler Office  |  1828 East Southeast Loop 323, Suite 200, Tyler, TX 75701-8340  |  Mon-Fri: 9:00 AM - 4:00 PM  |  Sat-Sun: By Appointment

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by Advisor Launchpad to provide information on a topic that may be of interest. Advisor Launchpad is not affiliated with the named representative, broker-dealer, state- or SEC-registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

Securities offered through Lion Street Financial, LLC., member FINRA/SIPC. Investment advisory services offered through Lion Street Advisors, LLC. Fixed and traditional insurance offered through Feliciano Financial Group (FFG). Medicaid planning and consulting offered through Geriatric Care Solutions (GCS). FFG and GCS are not affiliated with Lion Street Financial, LLC.

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