All advisors are prescreened based on experience, compensation as well as licensing and disclosures with SEC/FINRA.
You are custom matched and sent profiles of 2 to 3 advisors that match your specific needs.
Financial advisors call you to setup your free initial one-on-one consultation. No obligation.
All advisors have to meet strict screening criteria to be part of the network.
You will only talk to pre-screened financial advisors whose profile matches your financial needs.
We do not share your information with anyone other than the financial advisors that are matched to you as per your requirements.
You are not obligated to hire any financial advisor that is matched to you. We do however request you to interview all the advisors to check if they suit your financial situation.
The Advisor Match Service is free to consumers. Advisors do pay a fee, once they qualify, to be a part of the network.