Why choose us?
We understand how busy schedules can get, and the burden of playing phone tag to find a time that works. Our platform filters through your advisor matches and connects you with the best available advisor.
Easy to Navigate
Once your appointment has been scheduled, we handle the rest. Join your scheduled appointment at the designated time, and enjoy a personalized connection with your advisor to discuss your unique situation and goals.
We don't overwhelm you with excessive phone calls or emails. Other matching services do not tell you that the advisors compete for your business. Our service connects you with the best matched advisor.
We only work with the best of the best. Financial advisors on Money Pickle are required to have 5+ years of experience, successfully obtained a Series 65 and/or Series 66, and have a clean track record through BrokerCheck.
Our service is commitment-free because our goal is to provide individuals with the opportunity to establish a beneficial relationship with a financial advisor. If there is no perceived value during the introductory meeting, there's no obligation to proceed further with the advisor.
Scheduling an appointment with a matched advisor is completely free with zero hidden fees. How is that possible? Our platform is funded by the financial advisors as an opportunity to introduce themselves and their firm to you.