Financial Professionals For All

Certified professionals are ready to tackle your toughest money questions.

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How Finsie works

Receive fast financial advice from highly qualified pros.

1
Find the right professional

Choose from an ever-growing list of financial services they offer.

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2
Schedule an initial meeting

Find the perfect time in your schedule. Book a free consultation in seconds.

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3
Meet online

You will meet the professional in a private, virtual meeting room. Discuss your subject in the security of your own home or office over a secure connection.

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4
Achieve financial peace-of-mind

Get high-quality guidance and make the right money moves.

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Satisfaction Guaranteed

If you are unsatisfied with your professional for any reason, we will help get you back on the right track.

Services we provide

Financial advisors
Financial advisors
Retirement planning, college planning, budgeting, debt management, homebuying
Investment advisors
Investment advisors
Asset allocation, stock option management, intergenerational planning.
Accountants
Accountants
Tax preparation and filing, tax optimization strategies, audit defense.
Attorneys
Attorneys
Estate planning, trust formation, business formation.
Career coaches
Career coaches
Executive coaching, career transition and acceleration.
Insurance professionals
Insurance professionals
Life, home, auto, health, disability policies.