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Few Assets? Try These Investment Firms

September 6, 2013
by Michelle Perry Higgins


Start Shopping for Long-Term-Care Insurance at 45How can people with limited assets and income get good investment advice?

Certainly The Wall Street Journal and The Experts panel are excellent sources. The Journal provides great financial information, and the investment advice given on this panel is appropriate for every income level and any sized balance sheet.

If an investor with limited resources came into my office and wasn’t a perfect fit for me as a client, I would direct them to an investment firm such as Charles Schwab. These types of companies are easily accessible for most people with limited incomes and have capable financial consultants available to guide them with their investments.