At AdvisorCheck, we provide tools to connect you with claimed financial advisors who can help you achieve your financial goals.
Here's how you can easily reach out to advisors on our platform:
Look for the Green Check Mark: When browsing advisor profiles, keep an eye out for a green check mark next to the advisor's picture. This indicates that the advisor has claimed their profile, shared their contact information (phone and email) and is ready to engage with consumers like you.
Access their contact information: To view an advisor’s email, phone, and website, you’ll need to sign-up and create an account. This protects advisor privacy and prevents unsolicited contact, ensuring they only hear from genuinely interested consumers.
Ask a Question: Feel free to submit a question to an advisor through their profile. This is a great way to start a conversation and get initial insights. To ensure quality interactions, you'll need to create an account to ask advisors questions.
Request a Meeting: If you're ready for a more in-depth discussion, you can request a meeting with the advisor of your choice. For scheduling and security purposes, meeting requests require you to create an account.
What Happens Next:
When you reach out, we'll share your information with the advisor so they can respond to your inquiry promptly and personally.
Remember, our goal is to make your search for financial guidance as smooth as possible. If you have any trouble connecting with an advisor or need additional assistance, our support team is always here to help!
