I want someone to look me in the eyes and give me honest advice rather than try to sell me something. I want someone to give me options rather than tell me what to do. It's my money. I want to feel like I'm the one making the decisions.
-Andrea R., 68, La Jolla, Calif.
I don't listen to financial advisors. My wife and I make our decisions on our own. But if we were to consult with an advisor, they would have to be trustworthy. That would be the main quality I would look for. I would have to know them personally and know that they're not driven by greed.
-Bert S., 59, Kansas City, Kan.