Tell CFA Your Investment Story

The quality of the investment advice you receive from your financial adviser matters.  

As traditional pension plans have gone by the wayside, most American workers have become responsible for their own retirement security. But faced with so many complicated decisions, including how much to save and what types of investments to buy, many people seek help from professional financial advisers.

The recommendations that your financial adviser makes can affect whether you have comfortable retirement or whether you have to make significant sacrifices to your quality of life just to survive. CFA wants to make sure you’re receiving high quality investment advice that is designed to serve your best interests. We want to hear your experiences with your financial adviser. Complete the online survey today and tell CFA your investment story:

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Tip of the Day

  • Written by Tammy G. Bruzon | February 2, 2018

    If you’re a coupon-clipper or comparison-shopper, you can save for retirement. Visit during America Saves Week to start #AcingRetirement today #ASW18

Saver Stories View all »

Inspired to Build Savings By Starting Small

Written by Great Lakes Michigan Saves | April 19, 2016

With little-to-no money in the bank and living on a limited income with her adult daughter, Sharon wasn’t sure if building up savings for her future was even possible. “At my age, to put debts behind me would be a relief,” she said, but she wasn’t quite sure how to even get started with a savings plan. That all changed when Sharon attended the Great Lakes Michigan Saves Pay Yourself First Saver’s Summit during America Saves Week.


Coping with a Lost Job

Written by Katie Bryan | October 28, 2013

Aimee Shaffer worked as a Public Service News Director for radio for years until one day her employer downsized the company, resulting in hundreds of lost jobs, including Aimee’s.


Developing a Savings "Game Plan"

Written by Katie Bryan | October 28, 2013

Eunice Diaz, a teacher in Colorado Springs, had been noticing a pattern. Despite the fact that she and her husband were “making good money,” they were spending their entire earnings and “were still struggling at the end of the month.”


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