Questions to Ask When Considering a

Suitable Financial Advisor for You

  • Do you think your planner or broker gets more from your relationship than you do?
  • Do you wonder if there is anything else out there that you should be looking for in regard to your finances that might provide a better fit for you?
  • Have you been turned over to broker after broker because your advisor is always leaving the firm?
  • Is your financial advisor always selling you something? Does he show a lack of interest in you?
  • Are you buying from a captive broker? (Many insurance agents can only sell for a limited amount of companies. Many bank advisors can't sell all the products you need and have quotas.)
  • Does your investment portfolio consist of a collection of funds and stocks that perhaps were selected years ago and never been reviewed? 
  • Do you know the risk associated with your portfolio and how it affects return?
  • Do you know how much you are really paying for management fees and commissions?
  • Do you have confidence in you financial planning?
  • Does your financial planner really care?


If you've found yourself asking any of these questions,

you owe it to yourself to give us a call.


CF Advisors Group
11 Parkway Center, Suite 285
Pittsburgh, PA 15220
Phone: 412-539-0201
Fax: 412-539-0205