Why You Should Use FinancialAdvisors.com

As the Covid-19 pandemic continues throughout the summer of 2020, the whole world is seeking a vaccine to this dangerous virus. Since the outbreak several months ago, the markets have quieted down as consumers seek a new normal for themselves and their families. To that end, many people are reevaluating their financial outlook and have come to the conclusion that they need help in navigating this “new normal”.

This is where our community of advisors can help. Our platform consists of investment and tax accounting advisors who are willing to connect with you and to explore options that relate specifically to your needs.

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 directory of financial advisors on numerous subjects such as investment management, personal finance, tax advisory, esg, and much more...

How to Find the Right Financial Advisor for Volatile Markets

Author: John Odell | May 05, 2020
How to Find the Right Financia

How to find the right advisor in a volatile investment environment...

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Business Owners: How does COVID-19 impact your retirement plan?

Author: John Odell | April 30, 2020
Business Owners: How does COVI

Hiring a Fiduciary Retirement Plan Advisor could be a very wise move in the age ...

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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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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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Scott Harmon

Tax & Accounting

South Pasadena, California

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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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