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We will match you with 2 to 3 financial advisors who meet your specific needs

      We pre-screen advisors for:
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      • Advisor Compensation (fee-based or fee-only)
      • Licensing and disclosures with SEC/FINRA
      We do a custom match and send you profiles of 2 to 3 advisors that match your specified needs
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Finance and investing are complicated subjects that I didn't know a whole lot about before I started using this site. Thanks to this site I was able to meet with an advisor who was incredibly helpful. Thank you!

Marcus N, New York NY

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We pre-screen advisors for: - Experience (minimum FIVE years required) - Advisor Compensation (fee-based or fee-only) - Licensing and disclosures with SEC.

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