The Top 3 Financial Planning Services in 2023

The Top 3 Financial Planning Services in 2023

If you’re saving up for retirement, planning a college fund, are about to make a big financial decision, or are just looking to grow your wealth, then it is always a good idea to speak with a financial planner to get professional advice and assistance when it comes to managing your finances properly.

Luckily for you, we’ve scoured the internet and have compiled a list of who we believe to be the top three financial planning services that you can use in 2023. 

When researching financial advisors, keep in mind that some providers may only be available in certain regions. One example is this individual who works for a financial firm based out of Botswana. 

In this post, we’ll cover what you need to know about the three financial planning services we have selected, and who they are best suited for. 

1. Acorns

Acorns is a popular financial technology and financial services company based out of Irvine, California. It was founded in 2012 by a father and son team, Walter Wemple Cruttenden III and Jeffrey James Cruttenden, and has gained serious traction over the recent years. According to Fortune’s Impact 20 list from 2020, Acorns had 8.2 million customers using their services.

Acorns is a fantastic app for those who frequently make purchases using a debit or credit card. Essentially, Acorns will round up every purchase you make to the nearest dollar and invest it for you automatically in a diversified portfolio of stocks chosen by professional financial advisors.

Acorns also charges a very minimal fee of $3 to $5 a month, depending on the level of services you have selected. If you’d like more information on Acorns and how it works, check out this helpful review on Nerdwallet. 

2. Charles Schwab

With 34.1 million customers, Charles Schwab is among the most used financial services across the globe. Founded in 1971 by Charles R. Schwab in San Francisco, California, the company has grown to become one of the largest financial planning services in the world with 400 branches in the United States and United Kingdom. Based on its assets, it ranks as the 8th largest bank in the United States and has over $7.05 trillion in client assets as of December 31st, 2022. 

If you are looking for a financial planning service where you can speak with a real financial planner in-person, then you may want to consider looking into Charles Schwab. They are renowned for their excellent customer service, as well as their focus on offering personalized financial advice to each customer as they realize everyone has unique goals and needs. 

3. Vanguard

Vanguard is one of the largest financial planning services and asset managers in the world, with over $8 trillion in client assets under its management. They are also the world’s largest provider of mutual funds, and second largest provider of ETFs – behind Blackrock. 

Vanguard financial planning comes in a wide variety of options, more information can be found here on their website.

Thanks for reading this article on our top three financial planning services of 2023. Of course, there are many other great financial service providers available. Before deciding, you should carefully review the options best suited for you.

Leave a Reply

Your email address will not be published. Required fields are marked *