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Financial advisor meeting couple at table
Financial advisor

Investing

An allocation you can explain back, and an account that matches it.

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What the visit looks like

  1. 1
    You describe the job.

    Where it is, what is going on, when you need someone, and how the pro gets in. Two minutes, no phone tag.

  2. 2
    One financial advisor is matched.

    Licensed financial advisors, checked for your state. The license is checked for your state before anyone is sent.

  3. 3
    You see the fee, then confirm.

    $25 is authorized and charged only when your pro is released to drive to you.

  4. 4
    The work, then the bill.

    Your pro goes over the scope with you before starting. The dispatch fee is credited on the invoice.

What it costs
Dispatch fee$25
Minimum visit, if you decline repairs$75

If your pro does not arrive, the fee comes back in full.

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