Asking the Right Questions When Interviewing a Financial Advisor

When choosing a financial advisor, it’s important to look for a qualified professional whose expertise and business style match your needs. Of course, you also want to establish a relationship with someone who makes you feel comfortable. Use the questions below to help you interview potential candidates and find an advisor who meets your needs. This will also allow you to be confident you are selecting the right person to work with you.

If you have any questions, and you would like to speak with me directly please send me an email or give me a call.

You can also book an appointment to speak with me by following my calendly link:



Talk soon,

Alex Koury, CFP®
Wealth Advisor

ValuesQuest, Inc.
2720 E Camelback Rd, Suite 200 | Phoenix, AZ 85016
602.765.2224 |fax 602-296-0207 AKoury@valuesquest.com www.ValuesQuest.com
Securities and advisory services offered through Commonwealth Financial Network, Member FINRA/SIPC, a Registered Investment Advisor. Fixed insurance products and services offered through Values Quest Inc. or CES Insurance Agency.

Advisor