The American College of Financial Services: Your Advisor Guide

Will your time off be well spent?

Your Finances Are Your Future

Learn what you'll need

What Financial Professional is Right for you?

0%
More income
in retirement when you use a financial advisor.

To answer the question above, let’s ask another: Where do you want to go in life? Because the right financial professional for you is the one who can get you there. That’s why we only connect you with professionals who’ve completed training at The American College of Financial Services. It’s how we’re helping you get to where you want to be.

Who are you looking for?

I want to work with a financial advisor.

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I want to verify a professional's designation.

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The advisors and other financial professionals listed on our website include but are not limited to broker-dealer registered representatives, investment advisor representatives, insurance agents, and others.

Need Advice? Our Alumni Have Plenty.

What should you do with that old 401k? How much do you really need in retirement?

What the heck is “good” debt, anyway? If you have a question, our experts have an answer. Take a look!

What is a Donor Advised Fund?

A donor-advised fund is like a charitable investment account, for the sole purpose of supporting charitable organizations you care about. When you contribute cash, securities, or other assets to a donor-advised fund at a public charity, like NCF, Waterstone, or others, you are generally eligible to take an immediate tax deduction. Then those funds can be invested for tax-free growth and you can recommend grants to virtually any IRS-qualified public charity.
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Convenience. Opportunity. Peace-of-Mind.

Worried about working with a financial professional? Don’t be. The best financial professionals are all about helping you. Helping you make good choices. Helping you overcome challenges. Helping you live the life you want with as little stress as possible.

Where to start

The RICP® designation was very important to me, as a full service advisor, I had neglected retirement planning in my studies. It was a unique program focusing on retirement income, legacy and being proactive in teaching your clients to avoid the common pitfalls in retirement planning.

Anthony Reese, ChFC®, RICP®, Associate Partner with New York Life