How to Contact a Financial Advisor

Chapter 9. How to Contact a Financial Advisor

Through a friend or associate currently working with an advisor who is satisfied with the results.
Through a national organization such as those listed below; who will provide referrals in your area:

ICFP—Institute of Certified Financial Planners

7600 East Eastman, Ste. 301, Denver, CO 80231–4397 (303) 759–4900

IAFP—International Association for Financial Planning

5775 Glenridge Drive N.E., Ste. B300, Atlanta, GA 30328 (404) 845–0011

Registry of Financial Planning Practitioners

Two Concourse Parkway, Ste. 800, Atlanta, GA 30328 (404) 845–0011

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