We will match you with 2 to 3 financial advisors who meet your specific needs
We pre-screen advisors for:
- 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
Financial advisors contact you to set up your FREE initial 1-on-1 consultation. No obligation
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