Are you asking enough questions about the way your wealth is managed?
In life, you question everything. The same should be true when it comes to managing your wealth. Do you know what your broker is basing their recommendations on? Do they stand by their word? Do you know how much you’re paying in fees? And how those fees affect your returns? Ask your broker, and if you don’t like their answers, ask again at Schwab. We think you’ll like what our Financial Consultants have to say.
Talk to us today about a more modern approach to investing.
Rebecca A. Proske, CFP® Independent Branch Leader and Financial Consultant
Freehold Independent Branch
3425 Rt 9 N, Suite 101 Freehold, NJ 07728 (732) 298-6380 schwab.com/freehold
Ronald Cappuccio, CRPC®
Vice President and Branch Manager
Red Bank Branch
70 White Street
Red Bank, NJ 07701 (732) 345-2739 schwab.com/redbank