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If you’re currently working with an online financial advisor or investment firm, it may be time to consider making the switch to a local group. While online investment firms can provide you with the basic advisory services you need (and often at a reasonable price), they simply can’t compare to the personalized level of service that a local investment firm can offer.

By exploring just a few key benefits of switching to a local investment firm, you can better understand all you may be missing out on with your current service.

Enjoy More Direct Communication

With an online investment advisor, the lines of communication aren’t always very open. Yes, you may be able to reach your advisor via e-mail, phone, or text message—but there’s something to be said for having the ability to actually sit down at a scheduled meeting to speak with your investment team in-person. Face-to-face communication allows for easier conveyance of messages that you simply can’t achieve via e-mail or even over the phone.

Receive a More Personalized Approach

When you’re able to meet with and get to know your investment advisors in-person, they can also get to know you and your financial goals better. As a result, you can receive a more personalized approach to achieving your financial goals and making the right investment decisions for your current situation in life. And as life changes, your local investment advisors will be right there with you to make new recommendations and keep your finances on-track.

Explore Local Investment Opportunities

Local investments can be some of the best investments you’ll ever make—but if you’re working with an online financial advisor who is located 500 miles away, you may never find out about the best opportunities that are in your very own community. A local investment firm will be able to help you make wise investments that also contribute to the growth of your local neighborhood; those are investments you can really feel good about.

Online investment firms have their merits, but nothing can compare to the level of service you receive when you work directly with a local investment advisor. Contact Sterling Financial today to find out more about how we can help you with a personalized level of service and care.