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.