You have a choice. You can select the 5-Star rated financial experts you talk to or a Paladin computer program will match you to the right professionals. Both services are FREE, confidential, and easy-to-use.

We Match You to Advisors

We match you to a limited number of 5-Star rated financial professionals who work in your community. You talk to the right advisors.  

Icon-five-star-advisors
Get Started

You Select Advisors

Input your zip code to view 5-Star rated advisors in your area. You can review, compare, and select the advisors you want to talk to. 

Icon-map

Selecting your first advisor? Had a bad experience with a previous advisor? Want to make sure the advisor meets your specific requirements? Answer four quick questions. We match you to 5 Star Rated experts in your community.

  • You save time; We search the Registry for you
  • Our search is based on your requirements
  • Advisor profiles document their credentials, ethics, and practices
  • Submit a search request in the AM. Read email results in the PM.
  • Email results contain a link to advisor’s profiles

Want to control the search process with complete privacy? All you enter is your Zip Code. Our online interactive process does the rest

  • No registration required; all you input is your Zip Code
  • Use our Compare Advisors feature for side-by-side comparisons
  • Complete privacy until you initiate contact
  • You control the search process
  • You select who you want to talk to