Find A Financial Professional That Is Right For You
Planning for retirement can be complex and a little intimidating if you don’t know a lot about finances. Having a professional to help allows you to benefit from their expertise helping other clients, while developing a plan that’s geared toward you and your needs.
If you’re looking for a professional to help with your financial future, the list of resources below offers some good places to start.
Financial Professional Resources
There are many resources online to find a financial professional near you. Here are just a few.
American Institute of Certified Public Accountants
Licensed CPAs are subject to regulation by their respective state boards of accountancy and strict professional ethics rules adopted by the boards to protect the public against fraud, incompetence and conflicts of interest.
BrokerCheck by FINRA
BrokerCheck is a free tool to research the background and experience of financial brokers, advisors and firms. BrokerCheck helps you make informed choices about brokers and brokerage firms-and provides easy access to investment advisor information.
Financial Planning Association
Set realistic financial goals and put them into action with the help of a CERTIFIED FINANCIAL PLANNER™ professional who is a member of the Financial Planning Association.
National Association of Insurance and Financial Advisors
NAIFA has been a trusted resource for consumers for over 125 years. Its members are licensed professionals who work with clients to identify financial needs and provide products and services to secure their future.
And don’t forget to utilize this site’s resources to help protect your income and retire your risk.