At AdvisorCheck, we offer tools that help you connect with financial advisors who can support your financial goals. Please note that contact information is typically available only on profiles that advisors have claimed. You’ll be able to ask questions or request meetings exclusively with advisors who have claimed their profiles.
Here's how you can easily reach out to advisors on our platform:
Look for the Green Check Mark: When viewing advisor profiles, look for a green check mark next to the advisor’s photo. This indicates that the advisor has claimed their profile and provided contact information, such as phone, email, and website, so they are ready to engage with consumers like you. If you do not see a green check mark or contact details on the profile, it means AdvisorCheck does not have contact information for that advisor.
Access their contact information: If contact information is available, you’ll find it in the Contact Information section. To access these details, you’ll need to sign-up and create an account. This helps protect advisor privacy and prevents unsolicited inquiries, ensuring advisors are only contacted by genuinely interested consumers.
Ask a Question: Feel free to submit a question to a claimed 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 claimed 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!