6 Vital Links For Finding A Financial Advisor
For those of you that don’t get the Saturday Wall Street Journal and for those of you who missed it, they reprinted one of Kelly Greene’s advice peices on selecting a financial adviser. The most important part of the short article were the six web sites you need to visit when searching for a financial adviser. Go see them all.
Financial Planning Association www.fpanet.org
National Association of Personal Financial Advisors www.napfa.org
Certified Financial Planner Board of Standards, Inc. www.cfp.net
Garrett Planning Network, Inc. www.garrettplanningnetwork.com
Alliance of Cambridge Advisors, Inc. www.cambridgeadvisors.com A must for the list of questions the give you to ask any potential advisor. Click on “Financial Planning Interview.”
Securities and Exchange Commission www.sec.gov/investor/brokers.htm
Let me know if you have trouble with these links.
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POSTED IN: Boomer Talk, Finance
1 opinion for 6 Vital Links For Finding A Financial Advisor
Joseph
Oct 18, 2007 at 7:41 pm
This is another good directory that’s really easy to navigate, and includes advisors all over the United States - it also has ratings and forums so people can help each other out:
http://www.therightfinancialadvisor.com
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