How to Get a Free Financial Planner Listing

Site Information

Read About the Current Sale!

Confused? It Makes Sense If You Start at the Home Page

If you're a financial planner that has a practice that specializes in financial planning and/or investment management, then you can get a free listing on this page.

It doesn't matter if you're a one-person practice just starting out, don't have a website, or if you've been the top producer at the largest wire house forever.

This is for humans only. This is also not for real estate or credit/debt management professionals of any kind. If you don't offer retirement planning or managed investments for clients, then this page is not for you.

It's organized by state and doesn't expire until you ask to be taken off the list.

E-mail addresses are not posted because that's just a spam magnet.

Below is a sample listing of how things will appear, so please take that into account when you send your listing. Just basic contact info and a one-line non-hyped description of what you do.

To get listed, just send an e-mail (please don't call unless you want to buy something).

Sample:

Washington State

Smart T. Advisor, CFP, CFA    Gotbucks Financial Services   123 Affluent Lane, Ritzville, WA, 90000-1234    (206) 555-5555    We specialize in comprehensive financial planning and investment portfolio management for high-net worth individuals and businesses. Gotbucks.com

Go to the Financial Planner Directory

Fully Integrated Financial Planning Software
 

Services

Fee-only Financial Planning and Investment Consulting for Consumers, Investors, and Financial Planners

Building Custom Investment Benchmark Portfolios

How to Become Your Own RIA

Coaching for Financial Planners

Asset Allocation for 401(k) / 403(b) and Similar Retirement Plans