Speak with a Financial Expert
Speak with a Financial Expert

Important questions to ask before you hire an investment advisor.

Posted by Jim Kantowski, CFP®, CPA on June 30, 2013
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Topics: RIA

A different kind of relationship: RIA, Registered Investment Advisor

Posted by Jim Kantowski, CFP®, CPA on June 30, 2013
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Topics: RIA

Five key benefits of Bay Point Wealth Services, an independent Registered Investment Advisor (RIA)

Posted by Jim Kantowski, CFP®, CPA on June 30, 2013
A registered investment advisor (RIA) is a professional advisory firm that offers personalized financial advice to its clients, many of whom are affluent.  RIA firms are registered with the Securities and Exchange Commission or state ...
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Topics: RIA