FA 100: CNBC ranks the top-rated financial advisory firms of 2020 | | | WED, OCT 07, 2020 | | | Many people spend more time planning their summer vacation than they do thinking about their financial situation. That's alarming, when you consider the role money plays in your life. Finding the right financial advisor to help with your financial needs and goals does take some work, but it's worth the time and energy.
Meanwhile, this global pandemic has shown that planning for the unexpected is key — and that the need for professional financial planning has never been greater.
If you're one of the many people who do not yet work with a financial professional, taking the right steps now can offer you some peace of mind for what happens down the road. To that point, you may want to work with a financial expert to help you stress-test your retirement plan or build up emergency savings for unforeseen expenses.
To be sure, a financial advisor can play a major role in helping clients grow and protect their wealth. The key is to find an advisor you trust, and it's important to make sure he or she is someone who is a good match for you.
The CNBC FA 100 ranking celebrates those advisory firms that top the list when it comes to offering comprehensive planning and financial services to help clients navigate their financial lives. The advisors at these firms assist in setting realistic financial and personal goals. And they will help a client stay on track to meet changing goals due to personal circumstances and any life-changing event.
2020 CNBC Financial Advisor Summit | October 20: The CNBC FA Summit will bring together the country's top advisory firms to explore the state of markets. Join other forward-thinking advisors to hear from financial industry heavyweights and discover new and innovative ways to address the increasingly complex needs of your clients. Learn More
For more key stuff like this, please follow me on Twitter @jimpavia and check out CNBC's Financial Advisor Hub and CNBC + Acorns Invest in You: Ready. Set. Grow.
| FA 100: CNBC ranks the top-rated financial advisory firms of 2020 | Finding the right financial advisor to help with your financial needs and goals can be complicated. The CNBC FA 100 celebrates those advisory firms that top the list when it comes to offering comprehensive planning and financial services to help clients navigate their complex financial lives. | | | Whatever comes after Trump and Biden will be worse | "If the K-shaped recovery continues on its present course, the next Democratic nominee will basically be the ideological descendent of Che Guevara. And the reaction on the right will be who knows what – but certainly something of an extreme in order to counter-balance ..." | | |
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