Advisor Finder

Advisor Matching from Our Prescreened Database

 Advisor Analyzer provides Advisor matching services, from a database of prescreened advisors. Once we are acquainted with the advisor’s strengths and weaknesses, we can better allocate clients with advisors who are geographically and professionally compatible with the client’s situation.

 

Feel Comfortable with the Advisor You Choose

This service more efficiently streamlines the advisor/client coupling process, and saves time and effort for both parties. Again, the client will make the ultimate decision, and each client must feel comfortable with the advisor they choose to develop a relationship.  

 

Find Advisors with Expertise For Your Personal Situation

To provide the matching service, the client provides a predefined set of criteria most relevant to their financial needs. Advisor Analyzer will assess the client’s overall circumstance and endeavor to match the client to a qualified advisor for both their existing and anticipated financial needs.

 

Use An Advisor That's Best For You

Geography and personal compatibility are also important factors when choosing an advisor, so we provide the client with a list of potential candidates from which the client is left to choose. We set up the appointment, participate in the initial meeting, and provide the advisor with the client’s financial profile to ensure thorough and mutual understanding of the client’s needs.

 

To learn more about Advisor Analyzer Services please give us a call at: 646-434-5497 or email us at: services@advisoranalyzer.com