What Happens If Your Stockbroker Shuts Down?
Modern technology has made the financial industry more accessible than ever before. With the explosion of new online trading platforms out there, it's important to know how you're protected as an investor.
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Brett Koeppel is a fee-only Buffalo financial advisor, CERTIFIED FINANCIAL PLANNERTM , and the Founder/President of Eudaimonia Wealth. Eudaimonia Wealth is a fee-only, fiduciary, Buffalo financial planner and wealth management firm dedicated to helping families prepare for and transition into retirement by providing independent, objective financial planning and investment management advice.