Why You Should Use FinancialAdvisors.com

Our whole world has changed this month. We have seen the evaporation of trillions of dollars of wealth, while the fear of illness or even death from the COVID-19 virus consumes many people's thoughts at an unprecedented level.  

What can an investor do now in light of these chaotic times? For starters, first, assess your current situation and compare it to what your financial goals had been. Have they changed? Do they need to be altered? Second, based upon all that has happened, and this is especially true for do-it-yourselfers, would a financial professional trained in advising clients during upheavals such as what we are experiencing now, be of benefit to you moving forward. If yes, then please review our community of advisors where you can find competent investment and tax and accounting professionals to assist you with your financial needs. Additionally, our platform provides relevant content that will contribute to your knowledge of financial topics and strategies to apply right now.

Everyone has a need for timely financial advice, especially in turbulent times like these. Advice they can turn to that will improve their financial position and provide a brighter financial future for them and their families. So let’s get started in finding the best financial advisor for you.

Two Categories of Advisors

There are two categories of advisors: Investment Advisors and Tax and Accounting Advisors. Each of these categories is different from the other, however, they complement one another as an integral part of the total solution to proper financial planning.

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Investment Advisor

An investment advisor helps guide your investments in “Wall Street” related instruments such as stocks, bonds, mutual funds, and exchange-traded funds (ETF’s). They may also assist you with your financial, college, and retirement planning needs. Knowing you have the right financial plan makes life a little less uncertain and equally, a little more pleasurable to live.

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Tax & Accounting Advisor

Many investors depend on the valuable services provided by a tax and accounting advisor. Making sure you don’t pay any more taxes than necessary keeps more money in your investment account, where it will continue to grow. Because it’s not just what you earn…it’s what you keep that counts, and.the right tax and accounting professional can be a true asset in so many ways.

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Highlighted Videos from the Founder

If a picture is worth a thousand words, then videos must be worth even more. Here are some instructional videos from our founder, Jim Eckel, CFP. Enjoy!

Blog

Welcome to our FinancialAdvisors.com Blog! Take a minute to scroll through the various topics and gather insights from our registry of financial advisors on numerous subjects such as investment management, personal finance, tax advisory, esg, and much more...

Speaking in a Storm

Author: Philip Palaveev | March 25, 2020
Speaking in a Storm

Now is the time to Speak to Your Clients! Speaking in a Storm...

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What is ESG Investing?

Author: Jim Eckel | February 14, 2020
What is ESG Investing?

ESG - (Environmental, Social and Governance) Investing has become a major force ...

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Robo Advisors - What are they?

Author: Jim Eckel | February 14, 2020
Robo Advisors - What are they?

Robo Advisors are here to stay! Are they the best choice for you?...

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Keep Updated with News

Keep up on the latest in financial services trends. The financial services industry is changing rapidly and knowing about these changes will help you become a more knowledgeable and informative consumer. Subscribe to our FinancialAdvisors.com blog today!

Meet Our Featured Advisors

FinancialAdvisors.com profiles financial advisors from the investment and tax and accounting professions and provides you the ability to perform a detailed search to locate the best advisor for your financial needs. Begin your journey by checking out these featured advisors, then select the “Search for Advisors” button below to get started.

Chad W. Schiel

Investment

San Juan Capistrano, CA

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Easy For Consumers

If you’re wondering where you can find a competent financial advisor to answer a few questions or assist you with your financial planning needs, welcome to a fast, free, effective solution. FinancialAdvisors.com simplifies the process of identifying experienced, knowledgeable financial professionals. How? By putting everything you need to know in one convenient place. Find out how easy the process can be. Ready to get started?

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Perfect For Advisors

As a professional financial advisor, we’re guessing you’re in this business to help your clients achieve their financial goals. We’re also guessing you’d rather not be a salesperson or a marketing specialist. The reality is that the sales and marketing process is central to your successful career. So, what do you do? For a growing number of experienced financial advisors, the answer is to align yourself with a silent sales and inbound marketing team: FinancialAdvisors.com.

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