About us

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Overview

Services not tailored to fit your needs? Do you not receive the appropriate attention that you deserve?

There are many Advisors that are:

• Highly qualified
• Provide tailored investment solutions; and
• Offer reasonable prices.

These Advisors are right in your backdoor...the problem is, or shall we say "was," you couldn't find them. Now with InvestorSource, you have the resources to search for Investment Advisors and Financial Planners, by select criteria that will assist you in finding Advisors that fit your needs.

How it works

Advantages

Investor Only Platform

There are many mediums and platforms out there, but they are not designed specifically for Investors that are looking for Advisors. InvestorSource was created by Investors, for Investors, and provides you with information you need to know so you can make informed decisions when selecting your Advisor.

Quick and Effecient

Get started by checking out listings of 20,000+ professionals. The easiest way to get started is to check out advisors near you.

Save Money

Many investors who rely on professional investment advice typically rely on large financial institutions. With InvestorSource, you can search for highly reputable Advisors that you may not ever hear of and compare fees to find the one that meets your needs.

Find a Personalized Solution

Many Advisors allow for more flexibility in managing the account to the client's preference. Through utilizing InvestorSource, you can have a better understanding on how different Advisors conduct business and find the Advisor that can cater to each and every one for your needs.

Stay Local

Through InvestorSource, Investors have the ability to search by geographic location. For those looking to meet your Advisor in person this helps provide a great convenience for you.

Stay up to date

Utilize InvestorSource educational resources to assist you in making your decision. Our resources will help you select an investment advisor or financial planner to get you on the right track.

Resources