![]() ![]() In their words, “ Our matching algorithm then finds up to three advisors who fit your needs. Not everyone qualified to be a financial advisor will be equally as good as everyone else, but they do the legwork to make sure you are at least meeting with legit financial advisors. What sets SmartAsset apart is that they pre-screen all of the financial advisors so that you know you are meeting with someone who has the right qualifications. This means they can quickly match you with financial advisors anywhere in the U.S. SmartAsset invests heavily in its team of engineers and analysts. We recommend this tool to many of our readers because the last thing you want to do is rely on a site like Yelp to find help with one of the most important aspects of your life. They will also facilitate communication with your advisor matches. A member of SmartAsset’s Concierge team will then reach out to you to answer any questions. ![]() #Yorkbased smartasset series ttv 1b zipYou’ll need to provide your zip code, email address, and phone number to receive the matches. You can then use their online tools to book an appointment. This helps cut down on the guesswork for both parties-financial advisors don’t have to hunt for potential clients, and those interested in working with a financial advisor can easily find one near them.Įach question asked in SmartAsset’s survey relates to four themes: life status, advisor preferences, investment goals, and advisor specialization.Īfter you answer their questions about your financial situation and goals, they will get you matched with up to three qualified, pre-screen advisors. With their questionnaire, they’re able to pair you with a financial advisor quickly. This review will focus on SmartAdvisor, their matching tool to help you find a local certified financial advisor. SmartAsset has two main features: helping you find personalized financial planning help and free tools. Not all advisors have the same credentials, so you need to do your research. ![]()
0 Comments
Leave a Reply. |
AuthorWrite something about yourself. No need to be fancy, just an overview. ArchivesCategories |