Find the perfect financial advisor for you by browsing through our selection and chatting with our finance AI. Onesta's platform provides crucial information such as advisor background checks, client reviews, SEC registration data, and personal information to help you make informed decisions. Plus, Onesta has compiled a list of the top 13 questions to ask during your initial consultation and offer advice on managing financial windfalls.
Onesta Features:
- Matching Service: Onesta provides a matching service to connect investors with financial advisors.
- Advisor Background Check: Onesta offers a background check on advisors, including legal action taken against them.
- Client Reviews: Onesta collects client reviews to help investors make informed decisions about advisors.
- SEC Registration Data: Onesta processes SEC registration data (form ADV) for every advisor.
- Personal Information: Advisors can claim their profile and provide personal information for investors to get to know them better.
- Resource Material: Onesta features a list of top 13 questions to ask during an initial consultation with an advisor and provides advice on how to manage a financial windfall.
- OnestaBot: Onesta has a chatbot to answer user queries.
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