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Right Financial Advisor
We are a leading source for connecting individual investors and their families to trustworthy financial professionals using a proprietary matching algorithm.
Details
Overview
We use a scientific matching algorithm to match the core financial needs of investors with the core financial competencies of advisors. This is accomplished by asking a number of personal questions that gauge each party’s interests and hobbies. We then provide an interface for the investor to request an introduction to the advisor through either a telephone or video conferencing appointment. This can be accomplished using our user-friendly UI.
Management
Founder
Rick Cross
Over 35 years experience in the financial services industry.