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You’ve been matched!

Based on your answers, these are the top advisors that fit your needs.

What’s Next?

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1. Review your matches

You have been matched. You will have to confirm your details when speaking to your matched advisor


2. Prepare for your consultation

Read our 5 Questions to Ask When Choosing a Financial Advisor


3. Speak to your advisors

Your advisor matches will reach out to you for a consultation, after which you can choose the right advisor for you!

Check our Latest News
Investors with a financial plan grow their assets 110% compared to those who don’t
– Boston Consulting Group
Individuals with financial advisors are twice as likely to be on track to meet their retirement goals
– Voya Financial
53% of Americans with a comprehensive financial plan feel very confident about managing their money, compared to just 26% of those that don’t
– CFP Board