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Union City Financial Planners

Union City financial planners can help you set up a plan that will cover all your saving and spending needs. Whether you are looking to put your children through college, pay off your credit card bills or begin saving for retirement financial planners can help you reach these goals. The key is finding an agent you are comfortable working with.

The best way to find your perfect Union City financial planner is to shop online. This way you can see a list of every California finance planner available in the area and compare who would be the easiest to set up a portfolio with. Factors such as the quality of the company, how close they are to your Union City, CA home and the friendliness of the agents should be taken into account. All this information is readily available in easy to read databases for your convenience.

Finding the right Financial Planner

You do not only want to work with a Union City financial planner who you is friendly and listens well. They also need to be well educated and able to perform any maintenance your savings plans require without difficulty. There are several factors you should look at to help you determine if the agencies in Union City fit these requirements.

When approaching financial planners, ask to see their ADV form. This will list specific information such as the nature of the business, how the organization was formed and the number of employees they have hired. This will help you determine how high their fees will be, whether they are licensed to act as your broker or how secure their transactions are.

You can also review Union City financial planners with the Better Business Bureau. Here you can find any complaints that have been brought against each financial institution and who are the highest rated agencies in Union City, CA. You do not want to sign on with planners who have several infractions on their record.

In addition to researching the agencies in Union City, you should take a look at the individual agents you may be working with and also check for free planner professionals. The first thing to look at is the level of education your financial planner holds. In addition to their basic degree, do they hold any additional designations or certifications or have they joined any professional associations in Union City, CA? You will also want to see if they are licensed with the federal government or California government to act as an investment advisor. If any of these areas seem lacking you may wish to work with a different Union City financial planner.

If your Union City financial planner works for a large company in California, you do not want to get lost in their list of clients. Ask each of the planners you are considering how many clients they are currently working with. If it seems like an extraordinarily high amount, consider working with someone new. You deserve to be treated as an individual, not just a number.

Perhaps the most important factor when comparing planners is experience. Many agents choose to specialize in a certain type of financial planning such as small business, tax or estate work. If you have very specific goals and needs in mind you should look for Union City financial planners who focus their practice on this line of work.

Shopping for Planners

Finding a Union City financial planner may seem like a difficult task. Fortunately, the internet has made looking for an agency significantly easier than it was in years past. Databases with lists of all the agencies near Union City are available for you to search through at your leisure, making the process of narrowing down the list that much easier.

When shopping, you will be asked to enter some basic monetary information into a search engine. These websites pride themselves on having strong identity theft protection so you do not need to worry about your data going astray. Once you have finished filing your material the website will automatically pair you with several companies that specialize in the economic services you are looking for.

Once you have been given your list of agencies you can read through their credentials and organize them into a list of viable candidates. Pay attention to what each company charges, whether they charge at an hourly rate or offer the option of a flat fee and whether the agents work on commission. If they do work on commission be sure to ask what percentage of your portfolio they will receive as payment.

Working with qualified Union City financial planners can make a world of difference in the security of your future. Plenty of agencies are available in your area with the level of expertise to meet your specific needs. Go online to begin your search for that ideal agency as soon as possible.

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Financial Planners in Union California

Mallory Dinis
Mallory Dinis
4301 Hacienda Drive, Suite 100
Pleasanton, CA 94588

Robert Choy
Robert Choy
3945 Freedom Circle, Suite 950
Santa Clara, CA 95054

Niagara Credit Income Fund
Niagara Credit Income Fund
400 S El Camino Real
Suite 1100
San Mateo, CA 94402

George  Salter II, JD, MBA, CFP
George Salter II, JD, MBA, CFP
PO Box 125
Danville, CA 94526

David Bobrowsky, CFP
David Bobrowsky, CFP
1261 Locust St.
Suite #60
Walnut Creek, CA 94596

Mark Palmer
Mark Palmer
2175 North California Boulevard
Suite 800
Walnut Creek, CA 94596

William Callahan
William Callahan
851 Irwin St Ste 201A
San Rafael, CA 94901

Kerry Lee
Kerry Lee
4040 Civic Center Drive
Suite 200
San Rafael, CA 94903

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