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Certified Financial Planner Board of Standards, Inc. (CFP Board)
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Monday8:30AM - 7:30PMTuesday8:30AM - 7:30PMWednesday8:30AM - 7:30PMThursday8:30AM - 7:30PMFriday8:30AM - 7:30PMSaturday10:00AM - 12:00PMSunClosed
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14 recommendations and reviews from 14 people
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Referral from
May 15, 2021
oliver_juice asked:Financial advisor recommendations? Has anyone used a financial advisor in the area they liked? I’d like to sit down with someone and go over my financial situation. I’ve heard the business can be a little shady with advisors trying to sell you things or pressure you into making choices that benefit them, so I’m a little weary. Thanks!
Falcopunt replied:Are you looking for investment advice, for retirement primarily, or financial advice for your current and short horizon outlooks? An ad on NPR tells me to find a Certified Financial Planner. [The CFP website](https://www.cfp.net).
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Referral from
July 28, 2020
plants4people4 asked:Fee only financial planner recommendation Hi, I am looking for someone to help me make a financial plan and get insured. Have any of you had good experiences or suggestions on how to find one? Thanks!
Gatorious replied:Go to CFP.net - should be search function to find a CFP near you
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Referral from
June 27, 2020
appl135auc3 asked:How to find Financial Advisors My SO and I are looking for a financial advisor. I am afraid of pyramid schemes and generally do not know the difference between many of these companies. What companies would you recommend that would cater to individuals in their 20s with a combined income of $200k per year in NYC?
christandcarrots replied:Look up Certified Financial Planners (CFP) who have passed rigorous tests and are independent advisors. Stay away from "companies" like insurance companies or brokerage firms. Licensed CFPs in your area can be looked up at: www.cfp.net
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Referral from
February 11, 2020
Elegant-Trust asked:Fee Only Advisor Recommendation In Chicago Hi, I'm looking for a fee only financial advisor recommendation in the downtown chicago area, any suggestions?
Fall3n7s replied:Cfp.net. Look for a fee-only financial advisor.
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Referral from
February 11, 2019
Adviceforthewilling asked:Has anyone had any bad experiences on financial planners through www.napfa.org? I have a particular scenario I need professional advice with and per the sticky recommendations, NAPFA came up as a great place for fee-only financial advisors. If you've also had a meeting with financial advisors through them, how did it go? Was there anything that you found less than ideal or was the advice received helpful to your situation?
FromBayToBurg replied:This will be an almost impossible to answer question as it is a national organization and the only binding trait is that they are fee-only. If you have a small business question and you find an advisor whose focus is not small business issues you'll leave with a bad taste in your mouth. Your best bet is to reach out to a wide swath of advisors through NAPFA, or CFP.net, or XYPlanningNetwork.com and find someone who is best suited to answer your question.
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Referral from
January 17, 2019
Nerd803 asked:MerrillEdge - Financial Advisors Hello, For the last 6 months I’m trying to find a good financial advisor in Boston area. I live near Burlington MA. I had introduction calls with few advisors from some wealth building companies around here but didn’t feel they are good fit for me. I don’t have lots of money to put in to a investing at the beginning. I just wanted to start small and contribute to a investment product monthly. Also I want to get financial advise about my current financial situation (eg: should I buy a house / opening up a Roth IRA / advise about my 401K etc.) Later I was thinking about Merrill Edge and their financial advisors. Saw good reviews about Merrill Edge, but there is no way to find their advisors are good or bad. I couldn’t find a place where i can find reviews for the financial advisors. Anybody has experience with Merrill Edge and their financial advisors?
lockedyl replied:Wirehouses like Merrill are not the answer. They are likely to charge you high fees and commissions (up to 5.75% up front and additional ongoing.) Search for a CFP with low minimums on CFP.net. Make sure they act as a fiduciary, and are established as a Registered Investment Advisor. This way you know the advice you receive is truly in your best interest, not incentivized by high payouts to the advisor.
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Referral from
December 2, 2017
NachturnalOne asked:Looking for a reputable, local Certified Financial Planner recommendation. Know anyone? Hi r/Seattle - just like the title says, I’m searching for a CFP...and someone or some firm that’s fee-based and not trying to sell you mutual funds or insurance. Would love any and all recommendations!
Ludeacrous23 replied:Cfp.net is a good start. Fee based as in you want to pay hourly or a one time fee for a financial plan? Most cfp’s that do this work independently.
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Referral from
August 4, 2017
char04 asked:Looking for Local financial advisors Hello, I am looking for a trustworthy financial advisor here in Salt Lake. Does anyone have anyone they know of or if you are one I would love to get in touch with you.
almostanal26 replied:CFP.net- CFP is gold standard for certifications. On the site you can search for advisers in Salt Lake. Like other commenter said, find fee only.
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Referral from
April 13, 2016
Donna B. asked:Does anyone on WB Growing Forward have a good financial person they use in our area? I am looking for someone that can look at our financials and make sure we are making good choices and that we are on track for our retirement.Carolyn C. replied:I'd recommend looking into using a fee-only Certified Financial Planner!!! They have your best interest at heart because they have no pressure to sell you products for commission. CFP.net, click on Find a Professional and select "fee only". There is one local in Suffolk- father/son team, Korving and Company. Might be worth checking out!
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Referral from
March 1, 2015
Kathryn S. asked:Looking for a CPA / Fin Adv for advice ONLY. Willing to pay for time. Any suggestions?Melissa V. replied:I agree with Eric, depending on what advice you need, you might be looking at 2 different people. For financial advice, go to cfp.net and look for a "fee based" advisor. They'll charge you a one-time fee to review your accounts, answer your questions, etc.
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Referral from
September 15, 2014
Fulton S. asked:Do any of my friends know any reputable financial advisors out there?
Anand M. replied:http://www.cfp.net/ Pay by the hour, read the millionaire next door and the richest man in Babylon.
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Referral from
June 4, 2014
Mary P. asked:Can anyone recommend a good, trustworthy financial advisor in the area?
Christina J. replied:I would go to CFP.net and search for a CFP in your area.
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Referral from
January 31, 2014
TroyandBobbi H. asked:I'm looking for the best financial advisor/mentor out there. Any recommendations?
Yvonne A. replied:http://www.cfp.net/
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Referral from
January 21, 2014
Emily M. asked:So I'm looking for ways to invest, and I need Facebook advice. Does anyone know a money manager / CPA / someone who I can talk to about this kind of thing? I need info on IRA's, mutual funds, whole life insurance, stocks & bonds, that kind of thing. Something that is liquid and accrues interest, preferably. Help me out here guys! Give me your best shot!
Cynthia E. replied:Andrew is a CFP (certified financial planner), which means he is nationally certified at this stuff. www.cfp.net
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