Can you meet a financial advisor face-to-face?

Meeting face-to-face with a financial advisor has its perks, but if you live in a small community, finding a local advisor who meets your needs can be challenging. Many financial advisors now offer virtual services via Zoom, email or over the phone. Most advisors will note if they offer virtual services on their website or on online directories.

How do I find a financial advisor near me?

Finding an advisor near you could be challenging if you live in a smaller community. However, you can always work with a financial advisor virtually. Companies like Facet Wealth and Range charge an annual flat fee and offer 100% online advisory services.

How do I find a financial planner near me?

The CFP Board’s advisor search tool on their Let’s Make a Plan website makes it easy to find a financial planner near you from more than 95,000 professionals nationwide. You can search by address, types of financial planning services or advisor name. 4.