Find the Right Financial Planner

Finding the right financial planner in today’s marketplace can be a complicated task. Financial Service Directory is designed to provide accurate information about local financial advisors and put you directly in touch with qualified wealth managers, insurance advisors, and tax consultants who are ready to serve your personal financial planning needs.

Choosing the right advisor is one of the most important financial decisions you will make in your life and having the right information about the professionals in your area will make the process much easier.

WHY HIRE A FINANCIAL ADVISOR?

If looking to hire a financial advisor and tempted to take the do-it-yourself approach with your personal financial planning, be warned, you may be making a costly mistake which can financially set you back for years.  If you’re not familiar with concepts such as portfolio management and asset allocation, then hiring a financial planning expert to manage your finances is probably in your best interest.  Most of us simply don’t have the time monitor our investments and the discipline to keep our emotions in check when market conditions see volatility.

There’s evidence that investors do better getting some professional advice.  According to a study by Aon Hewitt, which provides advice to 401(k) plans, median annual returns for 401(k) holders who received professional advice were 3.32 percentage points higher when compared by those who invested on their own, even after taking fees into account.

When choosing to work with a financial advisor, consider someone who can do more than simply manage your investment portfolio.  For instance, a certified financial planner (CFP) will take a more holistic approach to your retirement planning. They can help you decide whether you’re on track with your savings and how other investment options, such as Roth and traditional IRAs, fit into your retirement plans.  Consider a CFP who charges a fee for advice versus one who takes commissions on products.

All too often when people take the do-it-yourself approach to financial planning and wealth management, they realize they’ve made major mistakes and have lost valuable time in which their money could have been growing and working for them.

Financial topics

529 College Savings Plan | Choosing the Right Financial PlannerETF Investing | Family Office Services
Fee Only AdvisorsFinancial Planning | Financial Planning for Married Couples
Financial Planning for Millennials | Financial Service Designations | Insurance Planning
Investing In Mutual Funds | REIT Investing | Retirement Planning | Wealth Management

 

Local financial advisors

Albany Financial Advisors | Albuquerque Financial Advisors | Atlanta Financial Advisors | Austin Financial Advisors | Baltimore Financial Advisors | Birmingham Financial Advisors | Boston Financial Advisors | Buffalo Financial Advisors | Charlotte Financial Advisors | Chicago Financial Advisors | Cincinnati financial advisors | cleveland financial advisors | colorado springs financial advisors | columbus financial advisors | dallas financial advisors | denver financial advisors | des moines financial advisors | detroit financial advisors | fresno financial advisors | ft. lauderdale financial advisors | grand rapids financial advisors | greensboro financial advisors | greenville financial advisors | harrisburg financial advisors | hartford financial advisors | honolulu financial advisors | houston financial advisors | indianapolis financial advisors | inland empire financial advisors | jacksonville financial advisors | kansas city financial advisors | knoxville financial advisors | las vegas financial advisors | lexington financial advisors | little rock financial advisors | long island financial advisors | los angeles financial advisors | louisville financial advisors | madison financial advisors | memphis financial advisors | miami financial advisors | milwuakee financial advisors | minneapolis financial advisors | naples financial advisors | nashville financial advisors | new orleans financial advisors | new hampshire financial advisorsnew york city financial advisors | oakland financial advisors | oklahoma city financial advisors | omaha financial advisors | orange county financial advisors | orlando financial advisors | peoria financial advisors | philadelphia financial advisors | phoenix financial advisors | pittsburgh financial advisors | portland financial advisors | providence financial advisors | raleigh financial advisors | reno financial advisors | richmond financial advisors | rochester financial advisors | sacramento financial advisors | salt lake city financial advisors | san antonio financial advisors | san diego financial advisors | san francisco financial advisors | san jose financial advisors | sarasota financial advisors | scottsdale financial advisors | seattle financial advisors | spokane financial advisors | st. louis financial advisors | syracuse financial advisors | tacoma financial advisors | tallahassee financial advisors | tampa financial advisors | tucson financial advisors | tulsa financial advisors | Washington D.C. financial advisorswichita financial advisors | wilmington financial advisors