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Consumer Referral Service

Consumer Referral Service

Click Here to Find a Credentialed Professional Now!

When looking for a financial professional, the first step is to define your own needs clearly so you can find an adviser who can handle your specific requirements. The FSP consumer referral service provides names and contact information of credentialed advisers by ZIP code whose practices include the specialties pertinent to your needs.

You can be assured that this referral service will provide you with names of financial professionals who have earned respected credentials in the financial services industry. Membership in FSP signifies a strong commitment to continuing education and ethics. Every Society member pledges to abide by the Society's Code of Professional Responsibility and has earned one or more professional credentials.

Click here for a list of credentials accepted for FSP membership.

NOTE: Not all our members have elected to participate in our online referral service. If you cannot find the adviser you are looking for using our online search, contact us by telephone (888-243-2258) or email us at Customer_Service. Detailed instructions appear below.