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Financial Planners

Browse through a free directory of professionals and products that can help you reach your financial goals.

Who are financial planners?

As you seek out a financial professional, you’re likely to come across individuals who call themselves financial planners. It’s a phrase that encompasses many types of services and skills. 

Financial planners can come from a variety of backgrounds and offer a variety of services. They might be brokers or investment advisers, insurance agents or practicing accountants—or they might have no financial credentials at all. Some will examine your entire financial picture and help you develop a detailed plan for achieving your financial goals. Others, however, will recommend only the products they sell, which might give you a limited range of choices. is a cloud-based platform designed to help financial services collaborate and interface with you the client and among themselves in a secure and compliant way.