To be honest, the best way to find a financial planner's office would be via online could also go old fashioned and use the yellow pages or DEX. A good source for financial advice is through Dave Ramsey on the radio. Great financial thinker of his time.
There are many places online where one can go to find a certified financial planner. One specific place to find these would be on the cfp website. They specialize in certified financial planning (CFP).
You can find a certified financial planner (CFP) by going on the website www.cfp.net and on the left hand side is a quick link for searching for a CFP.
The Certified Financial Planner Board of Standards has a great guide on their website. Check with the universities in your area for programs; if they do not offer one they will probably know where you can find one.
Certified financial planners may be found online. It is good to keep several criteria in mind when searching, such as being sure they are certified by the CFP board, and making sure there are no negative reports on them. One must be very careful, as anyone can label themselves "financial planner" and because of this, people get scammed.
To find the best certified financial planner near you, consider researching local financial planning firms and reading client reviews. Look for a planner with a strong reputation, relevant experience, and a fiduciary duty to act in your best interest. Meeting with a few planners for consultations can help you determine who you feel most comfortable trusting with your financial planning needs.
Whether a financial planner can help you organize your finances depends upon the problems you are facing. They can work to determine if you are using your money well, make a budget and plan for the future.The Certified Board of Planners(http://www.cfp.net/) can help you find a financial planner to help you handle your money problems.
It's important that you choose a certified retirement planner that really knows what he or she is doing. You want to find someone that will work with you to choose the best investments and who will help you to get your account to where it needs to be by the time you are ready to retire whenever that may be.The first thing to know is whether the retirement planner is indeed certified. Every financial planner should become certified because it is your proof that they are educated in investments and that they are following ethical guidelines in terms of helping you with your investments.The next thing you want to know is if the certified retirement planner has experience dealing with the type of investments you're interested in. Not all planners work with all types of investments. Therefore it's a good idea to ask the questions ahead of time.If you know someone who has just hired a certified retirement planner and they are happy, word of mouth is the best way to find a planner. You can learn from your friend's research and planning and either hire the same planner or a planner within the same firm.Questions to Ask a Certified Retirement PlannerOnce you meet with a certified retirement planner, there are some questions you should be asking before you sit down and invest all your money with them. Find out how long they've been in business, how many clients they have and the average age of their clients. It's important to ask the age because there may be a difference in how aggressive a planner needs to be based upon your age and when you want to retire.Not every certified retirement planner works in a fancy office. With the internet being what it is and the economy being what it is, some work from their home. If you want to meet over the internet or in person, it's important that you find the planner that is prepared to meet you in the atmosphere that you are most comfortable with. Only then can you start to discuss investment opportunities.
To find a financial advisor near you, you can start by asking for recommendations from friends or family, searching online for advisors in your area, or contacting professional organizations like the Certified Financial Planner Board of Standards. It's important to research and interview potential advisors to ensure they are qualified and a good fit for your financial goals.
To find the best-rated financial advisor near you, consider researching local firms or individuals with strong client reviews and credentials such as Certified Financial Planner (CFP) certification. It's important to meet with potential advisors to ensure they understand your financial goals and can provide personalized advice.
You can find a good financial planner at www.tdameritrade.com or your local bank can direct you to a good one.
The Financial Industry Regulatory Authority, known as FINRA, has a dedicated careers website that also includes firms that are members and should be a helpful starting point in looking for a financial planner position.
There are many different things to think about when deciding on what financial planner might be right for you. You can look around the internet to find one too. This site has many tips to what you should look for in a planner. http://online.wsj.com/article/SB123913983139498483.html