Each of the questions asked in SmartAsset survey relates to one of four main themes: life status, adviser preferences, investment goals and adviser specialization. User benefits for consumers seeking recommendations for a financial adviser: Building on SmartAsset’s relationship with millions of investors and investable assets, willingness to work with a remote advisor and geography, SmartAdvisor connects you to a host of qualified financial advisers.You take a quiz and get matched with up to 3 advisers. The phone number is not easily discoverable on the website, however, and only appeared after completion of both the financial adviser match quiz and a survey feedback form.īenefits for consumers who want to educate themselves on financial topics rate high as does the adviser matching service. Its phone number, which connects you to a cheerful, helpful human, is 34. If you need to contact the SmartAsset or SmartAdvisor teams as a consumer, you’d email them at Response time is rapid, within 10 minutes, with an email from a real person who responds in a timely manner. A newsletter signup gets you access to regular updates on what SmartAsset offers, as well as financial news and helpful advice. In addition to the adviser matching quiz, it provides a multitude of self-service calculators and information that readers can access themselves. In contrast to banks or brokerages that consumers might run into snags while using, SmartAsset is not a service that requires much in the way of contact or customer service.
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That’s why 5 minutes spent taking SmartAsset’s free SmartAdvisor consumer/adviser match-up quiz can be so beneficial - in addition to getting matched for several advisers, you know that the people on SmartAsset’s platform are registered with the SEC. The average consumer has neither the time nor the energy to do the kind of vetting on their own that such a big decision requires. SmartAsset ranks high in ease of use for people who want to find a financial professional.
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