RIGHT FINANCIAL ADVISOR

Unlike many other web-based advisor-finding solutions, that match investors and advisors based solely on zip codes or asset minimums, Right Financial Advisor understands the broad spectrum of client needs and personalities and how this will impact their choice of advisors. That is why we created a set of over 40 individualized questions designed to find advisors who meet not only the investor’s specific financial needs but also their financial personalities as well. Our system creates uniq... ue investor and advisor profiles thus facilitating introductions that may result in more constructive and long standing partnerships. When the relationship of investor and advisor is created with these ideals in mind, we hope to promote a level of trust and confidence that will bring a meaningful difference to your successful financial planning.More