MUTUALdecision knows that finding a financial service provider that meets your needs and expectations can be difficult. Here are some tools and tips.
NASAA Investment Service Provider BrochureThe North American Securities Administrators Association has created a brochure that outlines the different types of professional financial services available to you. Access the brochure.
What to ask potential financial service providersTry this Kiplinger.com article to learn strategic questions to ask potential financial service providers and to find one that bests meets your needs. Read the article.
SEC's tips for checking out brokers and financial advisorsReview these tips from the SEC in finding a financial service provider. Go to the SEC site.
Advice and tools from the National Association of Personal Financial AdvisorsThe NAPFA gives tips for finding a financial service advisor and gives you access to their tool to find a provider in your area. Go to the NAPFA web site.
Introduction to brokers and on-line tradingTry this Investopedia article that gives you an introduction to different financial services. Read the article.
