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'I Am Getting Very Frustrated': My Mother's Adviser Has Not Returned My Calls. He Manages $1 Million. Is This Normal?

By Quentin Fottrell June 01, 2025 Morningstar

A reader whose elderly mother's financial advisor hasn't returned calls for over a week is told that such delayed responses indicate the advisor is too busy to manage the money. The author emphasizes the importance of working with credentialed professionals and recommends seeking advisors who are FINRA members or CERTIFIED FINANCIAL PLANNER® professionals.

Read more at Morningstar

Morningstar
Quentin Fottrell
June 1, 2025