A financial advisor provides financial advice or guidance to customers for compensation, and the service ranges will include but not limited to investment management, tax planning, and estate planning. In order to get the best out of your financial advisor, here are some tips that may be helpful.
First, before turning to a financial advisor, it is better for you to understand your own needs of whether you want to increase your capital, gain interest, avoid tax legally, etc. Knowing your needs will ensure that you achieve what you exactly want.
Second, you shall ask as many questions as possible until you get everything straight. A financial advisor is someone whom you pay to get advice or guidance from. Therefore, if there is anything that you do not know or understand, ask questions until you know what they are and what to do to meet your actual needs.
Third, try to be honest with your financial advisor about your actual financial situation, so your advisor could come up with the most useful advice and guidance for you.
Cedrus Investmentsis a professional financial advisory firm that can provide customized financial advice and guidance to its clients. It is a global boutique investment banking firm founded by Rani Jarkas over eighteen years ago, specializing in asset management,financial advisory services and private wealth management.
Cedrus’ private wealth management offers private investors sophisticated and comprehensive Wealth Management Advisory Services and Asset Management Solutions. Cedrus services include offering clients access to top-tier investment products in the global marketplace, providing total portfolio management, developing customized asset allocations and making investment decisions based on unbiased, analytical research.
Cedrus utilizes a state-of-the-art, open-architecture platform and some of the most cutting-edge technologies in the marketplace. Cedrus’platform offers clients various advantages including global access, single account & multiple currencies, optimal execution, anonymous order execution and transparency.