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We provide free services to investors who rely on planning, investment, tax, and insurance professionals to help them grow, preserve, protect and distribute their assets.
Self Search™
You have the option of conducting your own search in our Directory of Financial Professionals. You input the types of services you need and your zip code. That's it. You do not input financial data or your contact information. Our search engine does the rest. You have immediate access to planners and advisors who work in your community.
Assisted Search™
Investors who prefer pre-screened advisors use the Directory's Assisted Search™ service. You provide a limited amount of information that our search consultant uses to match you to local financial professionals who are listed in the Directory. Assisted Search™ is more refined than Self Search™ because our consultant makes sure advisors meet your requirements before you meet with them. This service saves you considerable amounts of time.
Assisted Search™ is a free, fast, confidential service that produces results the same day or the morning of the next business day.
Documentation
Finding professionals is easy. Most of the time they find you. Determining their quality before you invest your assets is the difficult part. That's because all professionals claim to be experts whether it's true or not. We make the information gathering process easy by providing access to online information for each advisor.
Guides & Tips
The more you know about financial professionals the higher the probability you'll choose a quality advisor to help you achieve your goals. But, where do you obtain information you can trust - not from advisors who are trying to sell you investment products.
We are an independent third party that publishes free information about financial planners, financial advisors, and sales representatives. All of our services and information are free and you don't have to register to view it - we are not trying to add your name to a mailing list. |
