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July 31 - news

Howard Pressman Offers His Thoughts in “It's Small vs. Big When Picking an Advisor”

July 31, 2017, CNBC, Personal Finance – Howard Pressman, along with his peers in the industry, discusses the differences when choosing a financial advisor from a big financial planning company versus a smaller shop. Industry insiders compare the benefits of larger firms that offer a variety of services and have more staff to ensure uninterrupted support of their clients. On the other hand, small shops provide more holistic approach but may not be a one-stop shop for all your financial needs.

According to Howard Pressman, it’s an important consideration: "Many people don't want a firm so large that they can't get the personalized service and advice they deserve but [really small] practices might not have enough coverage to meet clients' needs."

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