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If you're a financial planner that
has a practice that specializes in financial planning and/or investment management, then
you can get a free listing on this page.
It
doesn't matter if you're a one-person practice just starting out, don't have a
website, or if you've been the top producer at the largest wire house forever.
This is for humans only. This is also not for
real estate or credit/debt management professionals of any kind. If you don't offer retirement planning or managed
investments for clients, then this page is not for you.
It's organized by state and doesn't
expire until you ask to be taken off the list.
E-mail addresses are not posted
because that's just a spam magnet.
Below is a sample listing of how
things will appear, so please take that into account when you send your listing. Just
basic contact info and a one-line non-hyped description of what you do.
To get listed, just
send an e-mail (please don't call unless you
want to buy something).
Sample:
Washington State
Smart T. Advisor, CFP, CFA
Gotbucks Financial Services 123 Affluent Lane,
Ritzville, WA, 90000-1234 (206) 555-5555 We specialize
in comprehensive financial planning and investment portfolio management for high-net worth
individuals and businesses. Gotbucks.com
Go to the Financial Planner Directory
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