Advisors by financial services
- Financial Advice & Consulting
- Financial Planning for Individual
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- Portfolio Management
- Risk Management
- Retirement Planning
- 401K-Rollover
- Estate Planning
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- Budgeting and Saving
- Wealth Manager
- Money Managers
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- Annuity
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- Government and Economics
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Credentials & Designations
- Accredited Financial Counselor (AFC)
- Certified Divorce Planner (CDP)
- Certified Estate Advisor (CEA)
- Certified Financial Planner (CFP)
- Certified Retirement Financial Advisor (CRFA)
- Certified Trust & Financial Advisor (CTFA)
- Chartered Financial Analyst (CFA)
- Chartered Financial Consultant (ChFC)
- Registered Financial Consultant (RFC)
- Registered Financial Planner (RFP)
- Registered Financial Specialist (RFS) more.
Your choice of a financial advisor should be the result of sound research. You must locate appropriate candidates, understand their credentials, check references, and conduct interviews in which you ask the right questions.
The first step in choosing a financial advisor is to identify your needs -- most importantly, a professional must be able to provide the specific information and unique advice that you require. You must find a professional that can perform the services you desire given your personal constraints such as location, net worth, portfolio size, etc.
We have sought to ease the initial search challenge by providing WiserAdvisor;
a sophisticated matching service that helps you quickly and easily identify financial professionals ideally suited to serve you.
This service is free and there is no obligation -- it merely puts you in contact with a select group of financial professionals who can provide the help that you need.
You can be confident in the results WiserAdvisor determines because we have an extensive database of financial professionals
offering a wide variety of services across the country. We have also done our best to ensure high quality as every professional in our system has met strict qualification standards.
In short, we believe using WiserAdvisor can quickly and efficiently help you identify the advisors best qualified to
meet your unique needs and start you on your path to a more secure financial future.
We also publish in depth articles for different topics of interests in financial services, read them & prepare well for interviewing advisors.
Articles on Financial Advisors
Featured Financial Advisors...
Richard Dougherty, CFP®, AIF® Financial Advisor from Rochester,NY
At Westminster Financial, clients interests are our priority. We know that clients entrust us with more than money; you trust us with your family's financial future. With that comes the responsibili......
Kim Gardey Financial Advisor from Saginaw,MI
Gardey Financial Advisors, a investment management and financial planning firm, founded in 1985 by Kim Gardey, has grown into a team of 18 associates including seven Certified Financial Planner™ profe......
Phillip Christenson Financial Advisor from Plymouth,MN
We are an Independent, Fee-Only, Fiduciary, Registered Investment
Advisor.
We will never be paid a commission. An advisor compensated through
commissions inherently faces a con......
Ron Sterud Financial Advisor from Huntington Beach,CA
Our mission is to empower our clients by connecting them to their financial lives through current technology, real time real time financial analysis and education. Through our financial planning proc......
Eagle Wealth Strategies Financial Advisor from West Deptford,NJ
Eagle Wealth Strategies is an independent firm in West Deptford, New Jersey. Our team of financial advisors provides comprehensive financial and retirement planning services to successful individuals......
Fieldstone Financial Management Group Financial Advisor from Marblehead,MA
The Fieldstone Financial Management Group is a specialized financial planning and investment advisory firm that works with people that are serious about taking control of their financial future. With ......
Ken Tomko, CFA, CMT, CFP® Financial Advisor from Naperville,IL
T2 Asset Management was founded by two Chartered Financial Analysts with decades of experience who believe individual investors deserve the highest level of investment advice available. Our firm and p......
Brian Kuhn CFP®, CLU®, CLTC Financial Advisor from Fulton,MD
Planning Solutions Group is a holistic, fee-based financial planning firm. Our innovative solutions are the result of a collaborative approach; we coordinate with our clients’ existing advisors and re......
Sara C. Gibbs Financial Advisor from Akron,OH
We are committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client. We endeavor to know and understand your financial situation and provide......
Dustin Hall Financial Advisor from Cary,NC
All families, not just the super-wealthy, need well-coordinated financial services — from investment guidance and retirement planning to sophisticated equity compensation, tax and estate planning stra......
Tom Manning Financial Advisor from East Greenwich,RI
When you work with me, you are working with someone who is not conflicted by pressure to market proprietary products (my broker dealer,Cambridge has none). I have access to a vast array of informat......
Naushad Virji Financial Advisor from Lake Mary,FL
At Virji Investments, we strive to provide exceptional investment management services for our clients. Our primary goal is the preservation and growth of our client's portfolios. We will accomplis......
Fieldstone Financial Management Group Financial Advisor from Radnor,PA
The Fieldstone Financial Management Group is a specialized financial planning and investment advisory firm that works with people that are serious about taking control of their financial future. With ......
Stephen Jackson Financial Advisor from Kirkland,WA
Changing constantly, the world of investing offers incredible opportunities along with an array of complex options. What if you had someone knowledgeable, experienced, and concerned, standing by your......
Chad Fletcher, ChFC®, LUTCF Financial Advisor from Gilbert,AZ
We are here to help you find focus, clarity and confidence in your financial program. We are dedicated to informing and educating the public regarding the follies of traditional financial thinking. U......
Tom Wright Financial Advisor from Richmond,VA
WRIGHT Financial Group LLC provides a unique approach to
investing and finances that can help significantly increase the
amount of money you get to keep when all is said and done. We
Michael Mezheritskiy Financial Advisor from Farmington,CT
Visionary Private Wealth Management Group is an independent
Financial Planning Company, which means we do not have any
proprietary products to sell you or sales goals to hit, in other
Ronald Lottridge, CFP® Financial Advisor from Denver,CO
Much like building a home - the first step is to create the blueprint. Catalyst Financial Strategies starts with understanding you and your goals and then designing a plan to assist you in accomplishi......
Lee Frush Financial Advisor from Atlanta,GA
Cornerstone Financial Management LLC. has been providing objective financial planning advice and asset management to its clients since 1991. Lee Frush has been in the financial services business since......
Darren Fox Financial Advisor from Frisco,TX
A.R.S. is a unique investment firm geared to help clients execute advanced investment strategies and get the most out of their retirement savings and investing dollars.
We do our own homew......
Are you a
Financial Advisor?
- Minimum 5 years of Experience
- 5 Year clear FINRA/SEC record
- Must be Fee Based or Fee Only
