Author: Bob Hapanowicz

How to Change Financial Advisors?

October 31, 2019 | Bob Hapanowicz

When it comes to wealth management, you probably already know that it's easier when you work with financial professionals. You may already be working with an advisor or a wealth management team. You may even like your current advisor(s)! Perhaps you engage in social activities together, such as golf or tennis. You might share charitable priorities, and you may also...

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Don’t Be Shy when interviewing financial advisors

September 19, 2019 | Bob Hapanowicz

This article appeared in the November 2017 edition of Nevillewood Living. In our society, there is no shortage of providers of financial services and advice. Many are very pleasant to deal with, some are talented, a few of them are both. This landscape can make the process of choosing a financial advisor somewhat overwhelming, particularly for those with little or...

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