SmartAsset Support: Financial Advisor Matching and Customer Service

SmartAdvisor matching process

SmartAsset's primary support offering is their financial advisor matching service:

• Free matching tool: SmartAsset support provides a no-cost tool that matches users with up to three vetted fiduciary advisors in their area
• Short questionnaire: Users seeking SmartAsset help answer questions about their financial situation, goals, and preferences to get matched
• Pre-screened advisors: SmartAsset customer service ensures advisors are certified, registered, and have no severe past infractions
• Fiduciary standard: Matched advisors are legally bound to work in the client's best interest
• Multiple specialties: Users can find advisors specializing in areas like retirement planning or specific investment strategies

Benefits of using SmartAdvisor

• Potential financial gains: Research suggests working with an advisor through SmartAsset support could lead to 15% more money in retirement
• Peace of mind: Users may feel more at ease about their finances with professional guidance from SmartAsset help
• Tailored matches: The algorithm pairs users with advisors based on their specific needs and priorities
• No obligation: Users can interview matched advisors and choose whether to work with them

User experience

• Quick process: The SmartAsset support matching questionnaire takes just a few minutes to complete
• Instant connections: Users are connected with professionals for a free retirement consultation immediately after matching
• Personalized results: Matches are based on factors like financial priorities, retirement timeline, and marital status
• Educational resources: SmartAsset provides tools, calculators, and content to help users make informed decisions

Additional support options

While the primary SmartAsset support is through advisor matching, users can also:

• Contact customer service: Reach out to SmartAsset customer service directly for general inquiries or technical issues
• Explore online resources: Utilize SmartAsset's website for financial calculators, articles, and guides
• Check FAQ section: Find answers to common questions about the matching process and advisor services through SmartAsset help resources

FAQ

How do I contact SmartAsset support?

You can contact SmartAsset customer service through their website or dedicated support channels. For specific inquiries about their financial advisor matching service, you can complete the SmartAdvisor questionnaire to get personalized assistance.

Is SmartAsset's financial advisor matching service free?

Yes, SmartAsset support offers free financial advisor matching through their SmartAdvisor tool. Users can get matched with up to three pre-screened fiduciary advisors at no cost.

What information do I need to provide for SmartAsset help with advisor matching?

To receive SmartAsset help with advisor matching, you'll need to complete a short questionnaire about your financial situation, goals, and preferences. This typically includes information about your income, assets, retirement timeline, and specific financial priorities.

How does SmartAsset customer service ensure the quality of matched advisors?

SmartAsset customer service pre-screens all advisors in their network. They ensure that advisors are certified, registered, and have no severe past infractions. Additionally, all matched advisors are held to a fiduciary standard, meaning they are legally bound to work in your best interest.

Can I get SmartAsset help with specific financial goals or strategies?

Yes, SmartAsset support can match you with advisors specializing in various areas such as retirement planning, investment strategies, estate planning, and more. The matching algorithm takes your specific needs and priorities into account to provide tailored advisor recommendations.