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 | Assisted or Self Search? |
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| Assisted Search™ |
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Investors prefer our free Assisted Search™ service to find fnancial professionals in their communities. That's because our experienced consultants do the work for them. This search service provides several unique benefits:
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It takes less than 60 seconds to input the information we need to conduct a search for you. |
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You receive the results of the search the same business day or the morning of the next business day. |
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There is never a charge or obligation when you use this service. |
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The limited amount of information you submit to us is protected by our strict Privacy Policy. |
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You only talk to professionals who meet your specific requirements |
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You have access to web-based information for each professional. |
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| Self Search™ |
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You have immediate access to the professionals in the Directory |
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You have access to web-based information for each professional |
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You select the professionals you want to contact |
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You learn a lot about the professionals before there is contact |
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You contact the professionals when you are ready |
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You retain your anonymity until you contact the professionals |
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