Here are answers to the most common questions people have about InvestorGuide’s WiserAdvisor. We hope that this page helps you to get the most out of our service.
What is WiserAdvisor?
WiserAdvisor is an independent and unbiased matching service that’s designed to help individuals find the best financial advisors for their unique needs. Services we cover include portfolio management, retirement planning, educational planning, estate planning, insurance, taxes, and business finances. We pride ourselves on our system’s simplicity, objectivity, and the high quality of our advisors. Within five minutes you can be on your way toward finding your ideal financial advisor, at no cost or obligation to you.
How does it work?
The service has been designed to cut through the complexity of searching and to point you directly to the best advisors for you. We have spent over two years developing and enhancing the service to make sure that WiserAdvisor is the only tool you need to use to find your ideal advisor. The easiest way to get started is by filling out a short questionnaire which takes less than a minute to complete. Our analysts will then use that information to find the advisors that best meet your requirements. We will send you their names and advisor profiles (which details information about their background, certifications etc.) via e-mail and then those advisors will be in touch with you.
How can I tell if I would benefit from a financial professional?
In order for a person to take control of their financial future, three things are required: interest, skill, and time. Some people are not interested in managing their money, planning for retirement, doing their taxes or preparing for the education of their children themselves. Other people don’t feel that they have the necessary skills to navigate the complexities of finances and investing. And some other people simply don’t have the time. If you fall into one or more of these categories, a financial professional can help you to prepare for retirement or other life changes, avoid costly mistakes, and sleep soundly at night. For a more detailed description of how to determine if you would benefit from a financial professional, please click here.
I am new to investing and do not have a lot of money saved up. Will a financial professional want to work with me?
Professional financial help is no longer considered a service for the wealthy. Help is available for individuals at every income level. While some companies have a minimum portfolio size or net worth requirements, there are many opportunities for those who are just getting started. Advisors are looking to build long-lasting relationships that may start out small but eventually grow with time.
How does WiserAdvisor compare with other ways to find a financial professional?
There are other ways that you could find a financial professional, such as the yellow pages or asking a friend. But the best advisor for your friend is not necessarily the best advisor for you, because everyone’s situation is unique and it’s important to find the financial professional best suited to your individual circumstances. WiserAdvisor helps you to do this. Unlike financial service companies that encourage you to use just their advisors, our system includes thousands of advisors from hundreds of different companies, so you don’t have to worry about any conflicts of interest. And most importantly, the service is free, unbiased and confidential, and there’s no obligation at all.
How can I be sure that an advisor that I find through WiserAdvisor will be of high quality?
Unlike a simple directory or the yellow pages, financial advisors cannot just pay money and be listed with us. Every advisor has to be an experienced and highly skilled professional who meets our strict qualification standards. These are the only advisors that we work with and these are the only professionals that you will find listed on our site.
Does WiserAdvisor require detailed information from me?
No, all we need is basic information to find the best possible financial advisors for you and your contact information so that the advisors can get in touch with you. Make sure to provide accurate contact information as this is the only way for your advisor to contact you. We will never ask for your credit card or any other billing information since the service is completely free.
What should I do after an advisor contacts me?
We recommend that you take time to meet every advisor and review their credentials. The first meeting should be more like a mutual interview, so that both parties get to know each other better.
Will WiserAdvisor ensure that my personal information is safeguarded?
WiserAdvisor.com has the utmost respect for every individual's right to privacy. We understand the importance that each visitor, member, affiliate or client places on his or her security and the privacy of the information that is given to us. Further, the success of our business depends upon our ability to maintain your trust. For these reasons, the privacy and security of your personal information is our highest priority. We will never disclose your information to any third party, except the appropriate financial advisors (i.e. the financial advisors that you were matched with (typically 2 or 3). You can find our full privacy policy here.
I have other questions or comments about the service. What should I do?
Whether you are having difficulty using our site, have a suggestion for how we can make it better, or just want to tell us how we’re doing, by all means, please feel free to contact us. We can be reached by email at info@wiseradvisor.com.
To get contacted by your ideal financial advisor, please click here.
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