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Menu
Your Situation
Pre-Retirees & Retirees
Business Owner-Manager
Corporate Executive
Accounting Professionals
Health Care Professional
Multi-Generational Business Shareholder
Windfall Recipient
Sports And Entertainment Professional
Services
Financial Planning
Investment Management
Portfolio Review
EIM Partners Fund
About
About Us
Our Fees & Process
Our Team
Careers
Our YouTube Channel
Clients
Client Area
EIM Partners Fund
Knowledge Library
Tools
Book a Consultation
Financial Advisor Matchmaker Quiz
Get matched with a financial advisor that fits your personality and needs.
Take The Quiz
Financial Advisor Matchmaker Quiz
Step
1
of
6
16%
What is the most important trait when you are looking for an advisor?
*
investment knowledge
financial planning expertise
caring personality
listening skills
interpersonal skills
What is your main struggle you need help with?
*
financial clarity
maximizing performance/minimizing volatility
understanding the investment process
help with financial decisions
Are you a business owner, professional, employee or did you come into money recently?
*
business owner
professional
employee
recently came into money
Which option best describes you?
*
I have limited knowledge when it comes to investing/trading
I do my own investing/trading
I currently have a financial advisor
I used to have an advisor but now I'm searching for a new one
What is your asset range?
*
Please Select
0 - 49k
50k - 149k
150k - 249k
250k - 500k
500k - 1M
1M - 2M
2M+
Name
*
First
Last
Phone
*
Email
*
We are now offering free 5 yr financial plans, would you like if one of our advisors review your portfolio?
*
Yes
No
