Choose a Financial Professional
Selecting a financial professional who is ethical, educated, and experienced is one of the most important decisions you can make. Here are several tools to make the process easier.
Review 10 Considerations for Choosing a Financial Professional
Learn more about what questions to ask and what information to gather when choosing a financial professional.
Find a Professional or Verify Your Advisor's Credentials
Interactive tool to help you choose a financial professional with one of the three most prominent credentials: CLU® (Chartered Life Underwriter®), CFP® Certification, or ChFC® (Chartered Financial Consultant®).