Questions to ask a Financial Advisor

Selecting the right financial advisor is a critical step toward achieving long-term financial success. At Edward Jones in Waukesha, WI, we encourage individuals to ask thoughtful, strategic questions when evaluating potential advisors—from understanding communication styles and services offered to discussing investment philosophy, fee structures, and collaborative resources. These conversations ensure the advisor you choose aligns with your goals, values, and financial needs, laying the foundation for a relationship built on trust, transparency, and personalized guidance.