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.