Profiler

WiserAdvisor Press Release

09/01/2009

WiserAdvisor announces that Mark Forney of J. M. Forney & Associates, Inc. has been awarded admittance as a member of its directory of financial advisors.*

Financial advisors are granted admission into WiserAdvisor (www.wiseradvisor.com) based on their credentials and qualifications. All members can offer their services to investors for a fee rather than solely with commissions, allowing them to assist investors with a variety of different planning options. All members are also properly registered with the SEC, FINRA or other regulatory organizations. They must have at least two years of financial services experience and no customer complaints, regulatory issues or criminal issues within the last five years as of admittance date. 

Since 2003, WiserAdvisor has focused on taking much of the guesswork out of finding a qualified financial advisor or financial planner. This is done both through the stringent admittance guidelines, as well as through the information provided to investors about each member advisor. All members must complete an extensive profile outlining any of their services, qualifications and credentials, including their education background. 

Because of the strict standards that a financial professional must meet in order to become a member, WiserAdvisor only admits a select few high-quality financial advisors and financial planners. More than 500,000 financial professionals can provide financial services. Less than 1% have been granted membership into WiserAdvisor. 

Thousands of investors use WiserAdvisor each year to find local financial advisors and planners, and trust that WiserAdvisor will help them find the right professionals to meet their unique needs, based on their information and preferences.

About WiserAdvisor.com

WiserAdvisor is an online service that connects investors to local financial advisors and financial planners. It is an independent and free service provided to investors, allowing them to find local professionals who can help them build their portfolios, plan for retirement, manage their estates, or to help them with other investment issues. More information about WiserAdvisor and its services can be found at www.wiseradvisor.com.

* Admittance is not based on investment performance nor is it an indication of future performance or success.

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