Choosing a Financial Advisor

Get the advice you need

Choosing a financial advisor is one of the most important steps to investing with confidence. If you do not already have a financial advisor, here are a few suggestions to help you find one:

  • Get personal referrals from friends or family members
  • Get professional referrals from your lawyer or accountant
  • Attend free investment seminars held in your community
  • Take a course in financial planning
  • Read books or articles about money management and/or investment strategies, or consult free investment brochures
  • Join an investment club
  • Search the Internet for investment sites
  • Use the link below to have a financial advisor contact you

Learn more

Explore other Investing Essentials topics through the menu to the left. Access extensive reference materials through the Literature Library. Or contact a financial advisor for advice on the right investment strategy for your specific goals.

Have a financial advisor contact me.

Why do I need a financial advisor?