6 published listings serving Norwich and the surrounding area of Oxford County.
Choosing a financial services provider
Financial advice touches your whole financial picture -- how someone is paid affects the advice they give.
Ask directly whether they're fee-only, commission-based, or fee-based, and how that affects what they recommend to you.
Confirm their registration with the relevant regulator (e.g. CIRO for investment advisors) using the regulator's public register.
Ask what services are included for their fee and what costs extra.
Get a clear answer on their typical client profile -- an advisor focused on high-net-worth retirement planning may not be the right fit for someone starting out.