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How It Works
Create a Free Account and Ask Any Financial Question
Ask a question about your financial situation providing as much details as possible. Your information is kept secure and not shared unless you specify.
Our Team Will Connect You With a Vetted, Trusted Professional
Someone on our team will connect you with a financial professional in our network holding the correct designation and expertise.
Get Your Question Answered and Book a Free Call if Necessary
A financial professional will offer guidance based on the information provided and offer a no-obligation call to better understand your situation.
Ready to Get Started?
"Would happily share this with anyone as a viable resource for all things investing."
- Jeff Rose, CFP®
Why Trust Finance Strategists
Rest assured knowing that every professional in our network has undergone a rigorous vetting process. We only partner with professionals who have demonstrated their expertise and reliability in field.
We respect your privacy. Finance Strategists will never sell your information. We only connect you with a professional if you explicitly request it.
Professionals can't pay to receive more recommendations. We ensure all of our referrals are unbiased, based purely on merit and the expertise of the financial professional.
Renowned and Trusted
With over 5 million visitors per year seeking answers to financial questions, our reputation speaks for itself. We're a trusted platform for individuals seeking reliable financial guidance.
You're never obliged to work with the financial professional beyond getting your questions and answered. We're here to facilitate knowledge, not push services.
Finance Strategists is cited by top financial publications, including Entrepreneur, Business Insider, Investopedia, Forbes, Nasdaq, MSN Money, and Yahoo! Finance. When the best in the business turn to us, you can too.
Explore Over 5,000 Resources on Any Financial Topic
Finance Strategists FAQs
After submitting your question, it enters a meticulous review process managed by our dedicated team at Finance Strategists. We analyze the scope and specifics of your question to determine its relevance to our pool of financial professionals. Once we establish that your query aligns with the expertise of a specific professional, we facilitate a connection for an obligation-free consultation. You hold complete autonomy to decide whether or not to further engage with the professional's services beyond this point. This process ensures that your question is addressed by the appropriate expert, delivering customized advice tailored to your unique financial situation.
Our recommendations are strictly merit-based. We only suggest professionals who have passed our meticulous vetting process. The professionals we recommend have no pre-existing or outside affiliations with us. They are chosen solely for their ability to answer your questions effectively, providing the expertise and guidance you need.
No - Submitting a question and engaging in an initial consultation with a financial professional is entirely free of charge for our users. If you choose to employ the services of the professional beyond the initial consultation, any potential costs will be discussed and agreed upon between you and the professional.
Finance Strategists operates as a bridge, connecting users with financial queries to professionals who can provide answers. While the service is free for users, financial professionals compensate us for the opportunity to connect with our site's visitors. If you're a financial professional interested in partnering with us, simply fill out our application form .
Absolutely. You will only be offered a no-obligation consultation if you specifically request one. However, to provide the most accurate and tailored financial advice, a detailed conversation is often recommended, allowing your professional to fully understand your situation.
No, Finance Strategists is not a Registered Investment Advisor and cannot provide financial or legal advice. We partner with those holding the correct qualifications to get our visitors’ questions answered.
We take your privacy seriously at Finance Strategists. We use advanced encryption technology to safeguard your information. Moreover, we never sell your data to third parties, and we only connect you with a professional if you explicitly request it. Your trust is our priority.
At Finance Strategists, we employ a stringent vetting process for all financial professionals in our network. They are assessed based on their qualifications, expertise, and past track record. You can be rest assured that we only connect you with the best and most suitable professionals for your unique financial needs.
Our team works diligently to review and match your query with the appropriate professional swiftly, usually the same business day. Although the exact timeframe can vary based on the complexity of the question and the availability of professionals, we aim to provide a seamless, efficient process for all users.