How does a financial advisor get matchedto me?
如何匹配财务顾问对我?
We want to make sure you have the best experience possible. So we'll ask you a few questions about yourself, then we'll match you with an advisor who has the right expertise for your goals, experience working with other people like you, and has a good understanding of the area where you live. Let's get started.Connect with one of our financial advisors.
我们要确保你有最好的体验。因此，我们会问你一些关于你自己的问题，然后我们会为你匹配一位顾问，他对你的目标有正确的专业知识，有与其他像你一样的人共事的经验，并且对你所居住的地区有很好的了解。让我们开始吧。与我们的财务顾问联系。