The more the merrier, right? We get it! Sometimes you just want more options. Other times, personalities might not mesh.
Interviewing SmartVestor Pros is a crucial step in the selection process, and we want to set you up for success. That is why we do our best to connect you with up to five (5) SmartVestor Pros. If after interviewing each of the Pros you need more options, please let us know.
If you are concerned about submitting another request through our website in the event that you are connected with all/some of the same Pros as before, here are a couple of options:
- Complete the form and deselect the checkbox on the right side (or at the bottom on mobile). Doing so will opt you out and prevent your information from being sent to the Pros. That way, if you receive some of the same Pros as last time, they will not be notified again.
- If you wish to bypass the form completely when connecting with additional Pros, reach out to us!
Note: We are unable to honor requests for specific search criteria. (It's a compliance thing.)
For more information about investing and retirement, check out the blog!