HOW DO I CHOOSE A FINANCIAL ADVISOR?

The financial advisor you choose is a key component in shaping your financial future. You are going to need to entrust this person with your most personal information, hopes, dreams, and goals. That’s why the advisor you choose needs to not only be someone you can rely on, but someone you can talk openly with about your long-term plans.

Before you select a Financial Advisor:

Seek personal referrals from friends or family members
Seek professional referrals from your lawyer or accountant
Attend investment seminars held in your community
Take a course in financial planning
Read books or articles about money management and/or investment strategies, or consult free investment brochures

Locate a Financial Advisor at a Branch Near You

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07/04

Wachovia Securities is the trade name used by two separate, registered broker-dealers and non-bank affiliates of Wachovia Corporation providing certain retail securities brokerage services: Wachovia Securities, LLC, Member NYSE/SIPC, and Wachovia Securities Financial Network, LLC, Member FINRA /SIPC.

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Only deposit products are FDIC-insured.