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How Do I Find a Financial Advisor?

You may be looking to work with a financial advisor, but do you know the steps for finding one?
Get started NOW by following these easy steps:

  • Collect Names—Ask people you know (both personally and professionally), try free community seminars or classes and search online via the Financial Planning Association and Certified Financial Planner Board of Standards websites
  • Conduct Interviews—You are hiring your financial advisor to do a job. Treat initial meetings like a job interview by asking the advisor how they will help you meet your financial needs (such as retirement or college savings)
  • Make an Informed Choice—When you've narrowed the field to two or three strong candidates, you may verify your candidates' professional credentials online using the free "BrokerCheck" through the Financial Industry Regulatory Authority

Remember to stay in regular touch with your advisor. Communication is a key part of achieving your financial goals.

Shares of Oppenheimer funds are not deposits or obligations of any bank, are not guaranteed by any bank, are not insured by the FDIC or any other agency, and involve investment risks, including the possible loss of the principal amount invested.

Before investing in any of the Oppenheimer funds, investors should carefully consider a fund's investment objectives, risks, charges and expenses. Fund prospectuses and summary prospectuses contain this and other information about the funds, and may be obtained by asking your financial advisor, visiting oppenheimerfunds.com, or calling 1.800.CALL OPP (225.5677). Read prospectuses and summary prospectuses carefully before investing.

Oppenheimer funds are distributed by OppenheimerFunds Distributor, Inc.
Two World Financial Center, 225 Liberty Street, New York, NY 10281-1008