Quiz: Do You Need a Broker?

How do you know you need the services of a broker? Take this quick quiz to find out.

1. Do you want information on what investment products are best for you?

2. Do you feel that could benefit from ongoing investment advice?

3. Do you have specific financial goals, like paying for a college education or a comfortable retirement, and could use some assistance in establishing a program to achieve those goals?

4. Do you feel like no longer have the time, or interest, in following the movement of the various stock markets and making your own buys and sells?

5. Do you think you could use more investment information prior to making your investment decisions?

6. Has it been longer than 12 months since you’ve completed a financial plan?

If you’ve answered yes to any of the above questions, you may benefit by talking to a broker. Contact us today to see how Johnson Investment Services can help you meet your financial goals.

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Securities, advisory services and insurance products are offered through INVEST Financial Corporation (INVEST), a registered broker/dealer and registered investment advisor, (Member FINRA, SIPC) and affiliated insurance agencies. INVEST is not affiliated with Johnson Investment Services or Johnson Bank.

Products offered through INVEST are:
NOT FDIC INSURED | May lose value | No bank guarantee