Skip to content

860-645-1515 | 391 Center Street • Manchester, CT • 06040

Thomas F. Scanlon, CFP®, CPA
Client Access
  • Home
  • Services
    • Asset Allocation
    • Estate Planning
    • Financial Planning
    • Retirement Planning
  • ‘Second Opinion’
  • Financial Roadmap
  • Resources
  • About
  • Contact
  • Blog

Compensation

6 Questions to Ask Your Prospective Financial Advisor

June 14, 2021June 2, 2020

This article is original content written by Manchester, CT Financial Advisor Thomas Scanlon, CFP®, CPA You’ve decided you need a financial advisor. Or perhaps you have a financial advisor and you’ve decided you need a second opinion. Here are 6 Questions to ask your prospective Financial Advisor. 1) How Long Have You Been Practicing? This is… Continue Reading: 6 Questions to Ask Your Prospective Financial Advisor

Categories Financial Planning Tags Account Minimum, Commissions, Compensation, Designations, Doctors, Fees, Financial Advisor, High New-Worth Individuals

Contact your financial services professional

    The Scanlon Report

    • The Back Nine – Practical Financial Steps for Retirement
    • 5 Easy Reasons for a Pending Economic Slowdown
    • “I Love Paying Taxes.” Said No One, Ever!

    Client Access

    Log in to your RJ Account

    Check the background of this investment professional on FINRA's BrokerCheck

    Securities offered through Raymond James Financial Services, Inc., Member FINRA / SIPC
    Investment advisory services offered through Raymond James Financial Services Advisors, Inc.

    These services are not available in all states. We may only transact business in your state if first registered, excluded or exempted from state broker dealer, investment adviser, BD agent or IA rep registration requirements. Please contact us for approval in your state. No follow up or individualized responses will be made by the firm, or its representative, in the state unless all registration requirements have been complied with by the firm and its representatives. This site is published for residents of the United States only. Raymond James' Financial Advisors may only conduct business with residents of the states for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

    Your privacy: Raymond James has policies that restrict access to nonpublic personal information about you to those employees, associates and others who have need for that information to help us run our business, manage your accounts, market or provide investment alternatives or services to you, or to employees, associates, and others who assist those who help us run our business, manage your accounts, or market or provide investment alternatives or services to you. Additionally, we maintain physical, electronic, contractual, and procedural safeguards to protect your nonpublic personal information. RJ Privacy Notice, RJ Legal Disclosures

    Links to other websites: Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.

    “Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® and CFP® in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements. Any opinions are those of Thomas F. Scanlon and not necessarily those of Raymond James. Expressions of opinion are as of this date and are subject to change without notice. This material is being provided for information purposes only and is not a complete description, nor is it a recommendation.

    391 Center Street • Manchester, CT 06040 • Phone 860-645-1515

    • Home
    • Website Accessibility
    • Contact Us
    © 2025 Thomas F. Scanlon, CFP®, CPA | All rights reserved.