Financial Advisors 

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Financial advisors, and providers of personal financial planning and advice for individual investors. Vendors of online investing services and financial planning software.
BGI Defined Contribution
Simple yet Sophisticated Investing. Professionally Managed. Learn More.
SponsorMatch | LifePath
www.bgiDCsolutions.com
Buy Stocks for $4
No Account or Investment Minimum. No Inactivity Fees. Learn More.
Buy Stocks for $4
www.ShareBuilder.com
Earn From 2.00% to 2.30%
With AA+ Rated GE Capital Corporation. Not An Offer Of Securities For Sale.
For Investors | For Businesses
www.geinterestplus.com
Merrill Lynch Wealth Mgmt
We Can Provide Financial Insights To Help You Get Back On Track
www.TotalMerrill.com
Find a Financial Planner
We Match You to Pre-Screened, 5 Star Rated Advisors Near You-Free
www.PaladinRegistry.com
Vanguard Financial Planning
Personal Financial Planning From Vanguard: Our Advice Your Way.
Vanguard.com
Pass Online - Certified Financial Planner
Pass online is Board Approved. Offering Certified Financial Planner continuing education requirements. Specializing in accounting, ethics & taxes.
Enrolled Agents | CPE for CPAs
www.passonline.com/certified_financialplanner
401k Plans Designed for Small Businesses and Individuals
Low-cost, on-demand and easy-setup plans from ShareBuilder 401k. Plans for one or more priced from $15 per month. Learn more.
www.sharebuilder401k.com
N.Y. Financial Planning
Independent directory of N.Y. area financial planning advisors.
www.AllFinancialAdvisors.com
Local Financial Advisors
Find An Edward Jones Financial Advisor Nearby. 10,000+ Offices.
www.EdwardJones.com
Invest at E*TRADE
Stocks, Options, & Mutual Funds Open Online at E*TRADE Securities.
ETRADE.com
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A-Z Financial Advisors Provider Directory
0-9 | A | B | C | D | E | F | G | H | I | J | K | L | M | N | O | P | Q | R | S | T | U | V | W | X | Y | Z
A
Financial Planning For Your Employees - Ameriprise
Provides financial advice and financial planning services for your employees.
www.ameriprise.com
B
BGI Defined Contribution
Simple yet Sophisticated Investing. Professionally Managed. Learn More.
www.bgiDCsolutions.com
C
Project Money Smart
Produced by the Chicago Federal Reserve Bank, this site helps individuals with financial planning.
www.chicagofed.org
F
FinanCenter.com
Publishes research on rates, fees, features, and customer satisfaction levels for financial products and services online. Top source for Web calculators that compute borrowing, investing, and spending options for consumers.
www.financenter.com
Financeware.Com, Inc.
Provider of online financial planning and general financial services. Services are provided to multiple industries. This company was capitalized by venture capital.
financeware.com
Financial Advice UK
Daily updated news, guides and financial tools covering a wide spectrum of financial products and services.
www.financialadvice.co.uk
Financial Finesse
Provider of unbiased investment and financial planning education.
www.financialfinesse.com
FinPortfolio
Provider of a personalized and interactive suite of financial planning and investment analysis tools.
www.finportfolio.com
G
GainsKeeper.com, Inc.
Provider and developer of GainsTracker(tm), Internet-based stock portfolio tracking software and services. Provider of financial data aggregation news services through the company web site. Products are sold to the financial industry. This co...
www.gainskeeper.com
Earn From 2.00% to 2.30%
With AA+ Rated GE Capital Corporation. Not An Offer Of Securities For Sale.
www.geinterestplus.com
H
HillRoss Financial Services
Wealth management firm in Australia that provides financial advice in retirement planning, investments, and insurance.
www.hillross.com.au
I
ICMA Retirement Corp
Retirement planning and account access for public employees.
www.icmarc.org
M
mPower
Internet-based investment advisory service that was founded to help individual investors manage their 401(k) investments wisely.
www.mpower.com
Moneycentral Home Page
Microsoft Network's financial planning and investing service.
moneycentral.msn.com
MyCitiTrade.com: Financial Planning
Financial planning strategies and tools from Citigroup's online brokerage.
www.mycititrade.com
N
NETirement.com
Provider of online investment and retirement calculators.
www.netirement.com
P
Pass Online - Certified Financial Planner
Pass online is Board Approved. Offering Certified Financial Planner continuing education requirements. Specializing in accounting, ethics & taxes.
www.passonline.com/certified_financialplanner
R
RiskGrades
Open and transparent benchmark to measure the risk of the world's financial assets. Allows for a comparison of investment risk across all asset classes, regions and currencies.
www.riskgrades.com
Rothira.com
Technical and planning information on Roth IRAs to practitioners and consumers.
www.rothira.com
S
Buy Stocks for $4
No Account or Investment Minimum. No Inactivity Fees. Learn More.
www.ShareBuilder.com
401k Plans Designed for Small Businesses and Individuals
Low-cost, on-demand and easy-setup plans from ShareBuilder 401k. Plans for one or more priced from $15 per month. Learn more.
www.sharebuilder401k.com
Dollar Stretcher
Information on individual debt management and financial planning.
www.stretcher.com
T
Gears
Provider of stock portfolio construction advice, tracking and recommendations.
www.the-gears.com
Financial Planning Services
Towry Law provide a range of financial planning and wealth management services.
www.towrylaw.com
  • Lampo Group Inc.
Merrill Lynch Wealth Mgmt
We Can Provide Financial Insights To Help You Get Back On Track
www.TotalMerrill.com
Find a Financial Planner
We Match You to Pre-Screened, 5 Star Rated Advisors Near You-Free
www.PaladinRegistry.com
Vanguard Financial Planning
Personal Financial Planning From Vanguard: Our Advice Your Way.
Vanguard.com

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Guide to Choosing a Financial Planner

Choose an advisor who meets your business needs

By John Fuller


Hiring a financial planner may seem like an unnecessary expense for a small business, but it can actually help your business cut costs in many ways. Not only that, sound advice can lead to financial growth for your business and for you personally.

Although most financial planners cater to individuals, some focus their efforts on helping business owners with decisions about employee benefit plans, insurance, taxes and more. When hiring a financial planner, consider the following:

  1. Experience.
  2. Compensation.
  3. Certification.

Action Steps
The best contacts and resources to help you get it done


Get financial planning help with insurance

HMO, PPO, POS — with the myriad options available, it's tough to zero in on the best health insurance plan for your business. Some financial planners are licensed to sell insurance and may work on commission; others are paid by you and can help you choose the best plans for your business.

I recommend: ING offers a slate of financial planning services for businesses, including the selection of employee benefits.

Sift through retirement plan options

Whether you want to create a retirement plan for yourself as a sole proprietor, or you want a plan that will cover you and your employees, a financial planner can help.

I recommend: Financial advisors at Merrill Lynch and Schwab offer a number of options geared specifically to small business owners and their employees. If you prefer an independent planner, search for one in your area at LPL.com, which has more than 6,500 advisors in more than 4,000 branches nationwide.

Investment plans for you and your business

Ideally, as a business owner, you'll have profits to invest. For unbiased advice, you may wish to use a 'fee-only' financial planner who isn't licensed to sell investment products.

I recommend: Major investment firms, such as Fidelity, have advisors who can help you find the best ways to invest your company's cash. Find financial planners who aren't licensed to sell investment products at the PaladinRegistry.com.

Tax planning

Financial planners can help you identify additional tax deductions and can alert you to specific reporting requirements for your business.

I recommend: WiseAdvisor.com offers several matching services to help you find a financial planner who deals with business finances and taxes.

Commercial real estate

When you're contemplating buying or selling commercial real estate, get advice from your financial planner.

I recommend: Prudential Financial offers a number of services geared to business owners, including relocation services, commercial mortgages and commercial real estate. Search for a Prudential financial planner near you on the firm's Web site.

Check credentials

Anyone can call himself or herself a financial planner. Ensure that your financial planner has the proper education, experience and commitment to ethics by choosing a Certified Financial Planner, a Personal Financial Specialist or a Chartered Financial Consultant.

I recommend: Download a checklist from the National Association of Personal Financial Advisors to help you evaluate financial planners and their credentials.

Consider compensation

Planners may receive a fee, commissions based on selling investments or insurance, or a combination of the two. Fee-only planners may charge a percentage of the assets under management, an hourly fee or a flat fee. Many believe that fee-only advisors provide the most unbiased advice since their income isn't derived from selling financial products.

I recommend: Search for fee-only planners at NAPFA.org.

Tips & Tactics

Helpful advice for making the most of this Guide

  • •  Keep in mind that many planners have minimum income and asset requirements for clients.
  • •  Get referrals from friends and business associates.
  • •  Be sure to meet with planner for a free consultation. You want to make sure you're comfortable with your advisor and he understands your company's needs.

FEATURED LISTINGS
BGI Defined Contribution
Simple yet Sophisticated Investing. Professionally Managed. Learn More.
SponsorMatch | LifePath
Buy Stocks for $4
No Account or Investment Minimum. No Inactivity Fees. Learn More.
Buy Stocks for $4
Earn From 2.00% to 2.30%
With AA+ Rated GE Capital Corporation. Not An Offer Of Securities For Sale.
For Investors | For Businesses
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What WorksTM for Financial Services

Choosing a Financial Planner

Choose an advisor who meets your business needs.
Hiring a financial planner may seem like an unnecessary expense for a small business, but it can actually help your business cut costs in many ways. Not only that, sound advice can lead to financial growth for your business and for you personally. Although most financial planners cater to individuals, some focus their efforts on helping business owners with decisions about employee benefit plans, insurance, taxes and more. When ... Read more

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