• Create BookmarkCreate Bookmark
  • Create Note or TagCreate Note or Tag
  • PrintPrint
Share this Page URL
Help

Chapter 9. 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



PREVIEW

                                                                          

Not a subscriber?

Start A Free Trial


  
  • Creative Edge
  • Create BookmarkCreate Bookmark
  • Create Note or TagCreate Note or Tag
  • PrintPrint