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Personal Finance: Advisory Service

Websites

Choosing an Investment Professional and FINRA Broker Check FINRA is the Financial Industry Regulatory Authority. This web site describes a free tool for investors to research the backgrounds of FINRA-registered brokerage firms and financial advisors. 

 

Known Your Financial Adviser Before you trust a financial adviser, check the person's background. 


 Virtual Financial Coaching Make an appointment for a 30 minutes phone consultation with a financial counselor for a specific day and time. Ask your question on investment, retirement, savings, banking, and more.

 

 

It is important to choose an advisor who is a fiduciary who holds a legal-ethical relationship of trusted in representing you.