Yahoo Canada Web Search

Search results

1. People also ask

   Where can I find a financial advisor?

   • You can access its financial advisor directory via the organization's website Association of African American Financial Advisors. Find a Financial Advisor. Accessed Aug 29, 2024. The National Association of Personal Financial Advisors: NAPFA was founded in 1983 and supports over 4,400 financial planners and advisors across the country.

   How to Find a Financial Advisor Near You - NerdWallet

   www.nerdwallet.com/article/investing/how-to-find-a-financial-advisor-near-you

   See all results for this question

   How do I choose a financial advisor?

   • Ask questions to help you decide whether a financial advisor has the right qualifications. You also want to determine if they would be a good fit to help you with your investments. Take notes and compare the responses of all the advisors you meet. Take your time, you don’t need to make a decision right away.

   Choosing a financial advisor - Canada.ca

   www.canada.ca/en/financial-consumer-agency/services/savings-investments/choose-financial-advisor.html

   See all results for this question

   How do I find a qualified advisor?

   • The Find a Qualified Advisor tool allows you to search for advisors by Qualifications, Location, Services, Specializations and Payment Model. A note about location: Maybe you’ve already tried searching for “financial advisor near me” or something similar.

   Find a financial planner near me in Canada - MoneySense

   www.moneysense.ca/save/financial-planning/the-moneysense-find-a-qualified-advisor-tool/

   See all results for this question

   How do I find a financial planner near me?

   • The CFP Board’s advisor search tool on their Let’s Make a Plan website makes it easy to find a financial planner near you from more than 95,000 professionals nationwide. You can search by address, types of financial planning services or advisor name. 4.

   How To Find a Financial Advisor Near You – Forbes Advisor

   www.forbes.com/advisor/investing/financial-advisor-near-me/

   See all results for this question

2. www.forbes.com › advisor › investingHow To Find a Financial Advisor Near You – Forbes Advisor

   www.forbes.com › advisor › investing

   • Cached

   Jul 24, 2024 · Zoe Financial matches investors with vetted, credentialed independent advisors with a minimum of five years of experience holding a CFP ®, CPA or chartered financial analyst (CFA) certification.

3. www.moneysense.ca › save › financial-planningFind a financial planner near me in Canada - MoneySense

   www.moneysense.ca › save › financial-planning

   • Cached

   Aug 13, 2024 · Are you thinking about working with a financial advisor but don’t know how to find and choose one? The MoneySense Find a Qualified Advisor tool can help.

4. Videos

   • 

     14:47

     youtube.com

     How Do You Find the Right Financial Advisor?

     Feb 21, 2022

     361 Views

   • 

     3:31

     youtube.com

     How to find the right financial advisor

     Sep 18, 2020

     58.7K Views

   • 

     18:24

     youtube.com

     How to find the right Financial Advisor

     Mar 18, 2022

     3.2K Views

   View all

5. www.nerdwallet.com › article › investingHow to Find a Financial Advisor Near You - NerdWallet

   www.nerdwallet.com › article › investing

   • Cached

   • Author: Alana Benson

   • Use an online financial advisor matching service. It can take a while to find the right financial advisor, but some services will match you with an advisor in your area for free.
   • Check the CFP Board website. The CFP Board is a professional certifying organization that sets the standards and requirements for earning a certified financial planner (CFP) designation.
   • Look into professional finance advisor organizations. There are national and local financial planner associations you can use to help you find the right financial planner.
   • Tap into a financial planning network. The Garrett Planning Network. The Garrett Planning Network's member advisors must be fee-only, offer financial planning services on an hourly or as-needed basis, be financially accessible, hold or be working toward a CFP, CPA or PFS designation and adhere to a fiduciary oath.

6. www.bankrate.com › investing › financial-advisorsHow To Find A Financial Advisor Near You - Bankrate

   www.bankrate.com › investing › financial-advisors

   • Cached

   May 21, 2024 · Whether you screen candidates on a financial organization’s website or use an online matching tool to vet pros for you, finding the right financial advisor takes some time and research.

   • Author: Rachel Christian

7. www.canada.ca › en › financial-consumer-agencyChoosing a financial advisor - Canada.ca

   www.canada.ca › en › financial-consumer-agency

   • Cached

   Where to find a financial advisor. Where to find a financial advisor will depend on the type of advice you need. Banks, credit unions and caisses populaires. These institutions have staff who can help you understand and buy certain types of investments. For example, term deposits, guaranteed investment certificates (GICs) and mutual funds.

8. www.consumerreports.org › money › financial-planningHow to Find a Good Financial Planner - Consumer Reports

   www.consumerreports.org › money › financial-planning

   • Cached

   Oct 6, 2022 · You can find CFPs in your area by specialty at FPA PlannerSearch, the National Association of Personal Financial Advisors, the Garrett Planning Network, and the XY Planning Network.

9. smartasset.com › retirement › financial-advisorHow to Find and Choose a Financial Advisor - SmartAsset

   smartasset.com › retirement › financial-advisor

   • Cached

   Feb 20, 2024 · SmartAsset’s free tool matches you with up to three vetted financial advisors who serve your area, and you can have a free introductory call with your advisor matches to decide which one you feel is right for you.