Why FP Buddy ?
We Only Work With Certified Financial Planners
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All financial planners on our platform are certified, meaning they’re legally bound to act in your best interest. We partner with both local and nationwide firms.
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We Are Here For You
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We provide an easy, convenient way to find financial planners in your area. Empowering you to decide which advisor is right for your financial situation.
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No Obligation. No Hidden Fees.
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Our service is completely free and it only takes a few minutes to get started. Don’t worry - you have no obligation to work with any of your matches.
‘‘WE ABSOLUTELY HATE BEING COLD CALLED’’
Like everyone else we are tired of being called 10 + times a day by someone who is trying to sell insurance. It is giving the true Certified Financial Planners a bad rap.
Take back control. By finding the Financial Planner for you and giving you the opportunity to call him or her directly yourself. You can avoid all the product pushers and only work with a Financial Planner who actually wants the best for you.
How do you know who you can trust? If you are looking for a Certified Financial Planner, your options are endless. But again, how do you know the Financial Planner has your best interests at heart. By completing the MATCH QUIZ we know we are giving you the name of a TRUSTED CERTIFIED FINANCIAL PLANNER (CFP®)
Alternatively you can request that a Certified Financial Planner contact you. By completing the MATCH QUIZ, and selecting to be contacted directly by a Certified Financial Planner.
FAQs
Why make use of this service?
We provide an easy, convenient way for you to find financial advisors in your area. Empowering you to decide which advisor is right for your financial situation. All advisors on our platform are certified financial planners, meaning they’re legally bound to act in your best interest. We partner with both local and international certified financial planners.
Will I be cold called?
Not at all. Our golden rule and the reason for our business is to give control back to the client. We all hate receiving spam calls. So you can rest assured we will not share your information with anybody.
What is the cost of this service?
No Obligation. No Hidden Fees. Our service is completely free and it only takes a few minutes to get started. Don’t worry - you have no obligation to work with any of your matches. We are remunerated by the financial planner ONLY after a successful meeting with you the client.
Can a financial planner contact me instead?
Certainly, but you will firstly need to give us consent. Consent can be given while completing the MATCH QUIZ.