Top 6 – Investment Services You Should Use in 2023

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Investing your money can be a great way to grow your wealth — provided you invest it wisely. When you partner with a skilled financial advisor, you can make the most of your money while minimizing losses.

You must diversify your investments if you want a prosperous financial future. This could be the time to start collecting securities if you haven’t already.

Top 6 – Investment Services Outlook in 2023

However, not everyone shared this optimism, and soon markets and the general public began to express grave concerns about escalating inflation. Not sure how to get started? Check out these great investment services:

Advisormatch by Bankrate

This service offers a great advantage, especially if you’ve never invested before and are hesitant to start. All Advisormatch financial advisors are fiduciaries. This means that they are legally obligated to act in your best interests.

Somewhat surprisingly, not all financial advisors are required to act with your best interests in mind. Technically, anyone offering financial advice can call themselves a financial advisor.

With Advisormatch, you’ll be matched with an advisor in three minutes. From there, you can book a no-obligation call to see if the advisor’s services are right for you.

Vanguard

Vanguard is one of the most trusted names in investing. If you have a significant amount of money to invest, you might benefit from one of its two personalized services.

With a $50,000 minimum investment, you can qualify for the Vanguard Personal Advisor, a blend of human support and technology. You’ll have access to financial advisors as well as automated investing options.

If you have at least $500,000 to invest, you qualify for Vanguard Personal Advisor Select. With this plan, you’ll have a Certified Financial Planner (CFP) to offer customized planning, portfolio stress testing, and more.

Wealthfront

Looking for investing advice without interacting with an actual person? If so, Wealthfront is your best bet. For a relatively low management fee, Wealthfront offers you a robo-advisor and a suite of financial tools to help you manage your money.

Of course, you don’t have to be left completely to your own devices. Wealthfront provides a helpful service through its automatic portfolio rebalancing. When choosing the best investment options, this company will look at several separate asset classes:

  • Natural resources
  • U.S. stocks
  • Emerging market stocks
  • Foreign developed market stocks
  • Municipal bonds
  • Emerging market bonds
  • Real estate
  • Dividend growth stocks
  • Corporate bonds
  • Government bonds
  • Risk parity

Working with Wealthfront ensures that you have a diverse portfolio, helping minimize your risk in the event of a market downturn.

Fidelity

Especially if you’re looking into investing relatively early in your career, you may not yet have the investment minimum required by some companies. If that’s the case, working with the longstanding financial brand Fidelity is a good choice. It was even rated #1 Overall Broker for 2023 by StockBrokers.com.

With Fidelity, there are no account fees, no minimum investments, and no commissions on trades. Depending on your needs, you can choose Fidelity’s robo-advisor option or go with a dedicated wealth management advisor.

TD Ameritrade

This company has been around since 1971, when it first opened as Ameritrade. It offers portfolio management that takes into account your individual goals, financial timeline, and risk tolerance.

If you’re new to investing and want to learn a little more about it, TD Ameritrade offers unique, personalized financial education to help you better understand the investment process and other aspects of personal finance.

Some investment services — especially automated ones — are lacking when it comes to customer service. Not this one: StockBrokers.com rated it #1 in customer service.

Zoe Financial

If finding a skilled and trustworthy financial advisor is of the utmost importance to you, make sure to check out Zoe Financial. This wealth planning platform lets you find and hire members of the top 5% of U.S. financial advisors. The most qualified advisors on the platform receive the Zoe Seal of Approval, so it’s easy to make sure you hire the best.

Zoe lets you receive personalized advice and planning through every step of the investment process. This type of guidance was once available only to very wealthy investors. But if you have a $100,000 minimum investment, Zoe can help make your financial dreams come true.

Choosing the Right Investment Service

Selecting an investment service isn’t a decision you should take lightly. After all, when you’re choosing an advisor, you’re entrusting your financial future to someone else. Take your time, select a service that offers what you need, and you should be well on your way to building wealth.

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