Local Financial Advisors - Why You Should Work With One If you are looking for a qualified financial advisor , your best bet would be to ask for recommendations from family, friends or other acquaintances. Before making a final decision, you should do some research about the different financial planning advisors in your area. You can also find lists of reputable planners online. Most financial advisors offer different financial planning and investment services for their customers. The word financial planner is fairly broad, though. One such advisor might specialize in estate planning, while another specializes in insurance. In addition, there are financial advisors who work only with certain industries, such as real estate, banking, investment banking and the stock market. When selecting a financial advisor, it's important to know what type of investment and wealth management you plan to pursue. This will ensure that your financial advisor can give you the most appro...