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Financial Advisors

Initially an adviser will consult with the client regarding his/her finances and financial goals. From there the adviser prepares a financial plan that identifies problem areas, makes recommendations for improvement, and selects appropriate investments compatible with the client's goals, attitude toward risk, and return expectations.

Financial Adviser Directory
A list of advisers and advisory services.

Financial Advisors Sites

AIG Financial Advisors AIG Financial Advisors, Inc. (AIGFA) is one of the nation’s largest broker-dealers with 2,275 affiliated independent financial advisors and more than 500 OSJ managers.

Ameriprise Financial Ameriprise Financial has over 110 years in financial services, more than 10,000 personal financial advisors in more than 3,500 offices nationwide.

AXA Online AXAonline is your point of entry to online tools, news, stock quotes, advice and services provided by AXA.

NAPFA NAPFA - The National Association of Personal Financial Advisors has 1,000 NAPFA-Registered Financial Advisors and several hundred Student, Academic and Financial Services Affiliates nationwide.

Raymond James Raymond James is a diversified financial services holding company with subsidiaries engaged primarily in investment and financial planning, in addition to investment banking and asset management.

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Related News

Upswing CRM Announces General Availability of "Upswing CRM for Financial Advisors," Version 2.0 (CRM Today)

Upswing CRM, LLC today announced the general availability of "Upswing CRM for Financial Advisors," version 2.0, an on-demand customer relationship management service for financial service professionals in the investment advisory business.
Knoxville financial advisors switch companies (Knoxville News Sentinel)

A pair of local financial advisory teams have traded their UBS uniforms for another firm’s colors.
ATS Andlauer Income Fund Retains Financial Advisors (CCNMatthews via Yahoo! Finance)

TORONTO, ONTARIO-- - ATS Andlauer Income Fund announced today that the independent committee of its board of trustees has engaged Genuity Capital Markets as financial advisors to assist the independent committee in its consideration of the previously announced conditional proposal by Andlauer Management Group Inc. to acquire all of the units of the Fund at a price of C$11.75 per unit.
ATS Andlauer Income Fund Retains Financial Advisors (Marketwire via Yahoo! Finance)

ATS Andlauer Income Fund announced today that the independent committee of its board of trustees has engaged Genuity Capital Markets as financial advisors to assist the independent committee in its consideration of the previously announced conditional proposal by Andlauer Management Group Inc. to acquire all of the units of the Fund at a price of C$11.75 per unit.