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Effective URL: https://wealthtender.com/
Submission Tags: tranco_l324
Submission: On May 31 via api from DE — Scanned from DE
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But now that location is no longer the primary factor, you’re free to explore hiring a financial advisor who specializes in serving clients just like you, even if they live hundreds of miles away. What is a Specialist Financial Advisor? An increasing trend among financial advisors is to focus their services around a particular area of specialization, or niche, to stand apart from advisors offering general investment advice and planning services. Many financial advisors now specialize in working only with clients in a particular occupation (e.g. technology workers, business owners, educators), or whose family priorities require specialized attention (e.g. special needs children, college funding). You’ll also find advisors who specialize in working with immigrants, others with a religious focus or emphasis on lifestyle interests that require unique financial planning needs like retiring early or traveling the world. 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The US Postal Service invented zip codes in 1963 to more efficiently route your mail, not to help you choose a financial advisor. Read more… HOW WE MAKE CHOOSING A FINANCIAL ADVISOR BETTER Are you a financial advisor interested in joining Wealthtender? Wealthtender helps financial advisors succeed with digital marketing for a very affordable monthly cost. Visit this page to learn more and get started. Wealthtender is dedicated to helping you find the best financial advisor for your individual needs, even if they live hundreds of miles away. And we make it as easy as finding your favorite movie on Netflix. Simply find categories on this page you’re interested in and swipe left or right to learn about financial advisors who specialize in serving people just like you. 🛑 What we won’t do is collect your personal information, sell it to 3 financial advisors and leave you to fend for yourself. We believe you deserve better. Our goal is to empower you with the information you need to make more informed and educated hiring decisions. Wealthtender does not provide investment or legal advice through this website – we leave that to the pros. When you find financial advisors on Wealthtender you think may be right for you, simply contact them through their Wealthtender profile page and say hi. You’ll find most financial advisors are friendly and happy to get to know you so both of you can decide if you’re a good fit to work together. To make Wealthtender free for you, we earn money from advertisers, including financial professionals and firms that pay to be featured. This creates a natural conflict of interest when we favor their promotion over others. Wealthtender is not a client of these financial services providers. Find Advisors Near You View the Advisor Directory -------------------------------------------------------------------------------- HEALTH SAVINGS Have an HSA? Should You Max it Out? 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Discover the Best Personal Finance Blogs on Wealthtender The Wealthtender Guide to Investing Blogs The Wealthtender Guide to Blogs About Family Finances The Wealthtender Guide to Finance Blogs for Women The Wealthtender Guide to Financial Independence & FIRE Blogs GET MONEY SMART. Sign up to receive weekly insights from Wealthtender with useful money tips and fresh ideas to help you achieve your money goals. * Sign up for our newsletter* * * Name This field is for validation purposes and should be left unchanged. The Latest Guides We’ve got you covered. * 🌎 Find Advisors by City * 🏠 Saving for a House * 💸 Virtual Financial Advisors * 🤝 Top Financial Coaches * 👨👩👧👦 Family Finance Blogs YOUR QUESTIONS ANSWERED How do I find the right wealthtender for me? While other sites start by asking for your zip code, we believe you deserve to work with the financial professionals who are best for you, even if that means they don’t live nearby. In today’s world, you can choose to work with a financial advisor or coach hundreds of miles away or a few blocks down the street. It’s up to you. Our growing library of articles and guides will help you get to know financial professionals who specialize in working with people like you who share your interests, occupation or are experts in the services you need today. You deserve a trusted guide who can help you reach your money goals with a personalized plan. Let’s find the right wealthtender for you. Need help? We’re here for you! Simply email yourfriends@wealthtender.com and we’ll follow up right away. I’m a financial advisor. How do I join Wealthtender? Wealthtender helps financial advisors and wealth management firms get more clients online with done-for-you digital marketing services for a low monthly cost. Learn more and get started in less than 5 minutes by clicking the big red button. 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