getting matched
TRANSCRIPT
Getting Matched
Go to RightFinancialAdvisor.com
Click on orange “Find Your Right Advisor” button
Fill out basic contact information
Complete financial profile (Note: You do not have to answer every question, but it is encouraged to get the strongest potential match.)
Click the “Find Me the Right Advisor” button to be connected to your top 4 matches.
You may choose to connect with any/ all of the 4 advisors that you were matched with. (Note: You can choose to speak with the advisor(s) via Advisor Chat, phone, or email.)
James ConnerJames is a 55 year old advisor from Merrick , NY. He has been a financial industry professional for 30years. He enjoys spending time hiking with his wife Marie, and playing with his dog Bailey.
Connect with James