What to expect during your first meeting at Creekmur Wealth.

Posted by Creekmur Wealth Advisors on 1:35 PM on October 21, 2020

You've done it! You've made that call to schedule your introductory meeting with a financial advisor. You're taking control of your financial future, but you have a lot of questions about what happens next. Rest assured, you're not alone. We have found that many of the people who talk to a Creekmur Wealth advisor for the first time weren't sure what to expect, how much to share, or even what documents they should provide. 

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Topics: Financial Planning, Stay focused on objectives, Certified Financial Planner, CFP, getting started

Are all financial advisors the same?

Posted by Creekmur Staff on 3:01 PM on October 19, 2020

One of the misconceptions we are faced with in the financial services industry is the idea that all “financial people” the same. We sometimes hear the question,

"What is the difference between the advisors at Creekmur Wealth and the insurance agent or broker's office down the street?"

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Topics: Wealth Advisor, Wealth Management, Financial Planning, Investment Advisor, Certified Financial Planner, CFP

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