Our Directory of Financial Professionals Includes:

  • Financial Advisors
  • Estate Planning Attorneys
  • Insurance Specialists
  • Funeral Providers
  • CPAs

WHY SO MANY ARE CHOOSING OUR FINANCIAL DIRECTORY:

  • Extensive Research - With years of hard work and research, our team of experts have built a solid network of Pre-Screened and Qualified Financial Professionals.
  • National Partnership - As the Exclusive National Partner for the Senior Citizens Bureau's Retirement Planning Division, we are dedicated to providing all seniors the very best. 
  • OUR Screening Process - Pre-Screening is designed to increase your confidence by offering a more credible place to turn to for local financial help online.
  • YOUR Screening Process - Studies show that 87% of people will perform some level of research online before they choose to do business with someone.
  • Well-Rounded Team - Our Member Directory includes Financial Advisors, Insurance Agents, CPA's, Estate Planning Attorneys, and Funeral Providers.
  • Provide the Key Details - Our 90% of those surveyed agreed it was important to have quick and easy access to business and contact information, as well as a list of services provided.
  • Review Your Options - Given our extensive Directory of Pre-Screened and Qualified Professionals, you can review several options and see who might fit best.
  • No Cost, No Obligaton - All of the Members in our Directory will offer you the help and advice you need, knowing you might not decided to move forward.
  • Come and Go as You Wish - Since there is never any cost to view our Member Directory, this can help can be sought after on your time, at your pace.
  • Safety and Security- Over 85% those surveyed did not prefer filling out any personal information on the Internet or requesting contact online from stangers.

Local Advisor Connection - Helping families easily locate trusted, local Financial Professionals who are Pre-Screened and Qualified.  Our comprehensive Directory can help you locate Financial Profesionals that specialize in all aspects of retirement planning such as Wealth Management, Long-Term Care, IRAs, Annuities, Tax and Estate Planning, etc.