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About Us: Why Advisor Analyzer

The financial markets can be an intimidating place: stocks, bonds, and mutual funds, are merely a few instruments available in an ever growing list of financial products. Beyond the multitude of investment vehicles, lies a jungle of account types and tax consequences that require equal consideration. It's becoming increasingly difficult for investors to not only decide when to buy which investment, but where to put it as well.

If you are like most, you depend on a financial advisor to guide you through this myriad of investment choices. Usually, investors seek financial guidance when they experience a financial windfall, or life altering event. They may feel uncomfortable managing these funds alone, so they employ an advisor for prudent guidance and peace of mind.

Working with the right financial advisor can be a wise and rewarding financial decision. Unfortunately, choosing the right advisor is not a decision that can be made with the simple flip a coin. You're empowering this individual with your financial well being, and a few wrong turns may lead to irreversible consequences. Advisors are not all created equally, and the financial services industry is filled with both the good and bad. So how does one choose between the right and the wrong advisor?

Managing and advising clients on their finances requires responsibility and discipline.  Nothing makes a client happier and more comfortable than knowing their money is in good hands.

There are no black and white set of rules to go by, and there is no yellow brick road leading to the right advisor's door. That is where we come in. Our expertise lies in analyzing your advisor to ensure they can properly address your financial needs.  We all seek financial peace of mind, and Advisor Analyzer is here to help.

Our Mission & Philosophy

The mission of Advisor Analyzer is to assist clients in analyzing the credibility of their financial advisor. Oftentimes investors lack the financial savvy to analyze an advisor's recommendation or to determine the suitability of an investment. Most investors are unable to differentiate between a qualified financial advisor and a financial salesman. With our services, they can determine if an advisor can adequately provide financial guidance.

 

We believe all clients are entitled to have confidence in their financial advisor. Clients have the right to trust the advice received is concurrent with their best interests. Advisors have a fiduciary obligation to provide suitable recommendations and invest a client's diligently saved assets with prudence and integrity. The mission of Advisor Analyzer is to assist clients in analyzing the credibility of their financial advisor, so they can differentiate between a true expert and a salesman.

 

If you would like to learn more about Advisor Analyzer services please click  on the link below.

Contact Us: New York, NY

225 E 34th Street

Suite 10H

New York, NY 10016

Tel: 646-434-5497

Fax: 212-463-8222

Email: contact@advisoranalyzer.com

Contact Us: Philadelphia, PA

1815 John F. Kennedy Blvd

Suite 2101

Philadelphia, PA 19103

Tel: 646-696-1653

Email: contact@advisoranalyzer.com

Contact Us: Hong Kong

Tower One Lippo Center

89 Queensway Admiralty

Hong Kong

Tel: 852-919-34252

Email: contact@advisoranalyzer.com

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