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: http://www.consumerfed.org/news/833.

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Tip of the Day

  • Written by Administrator2 | January 15, 2014

    Are you looking for an effective way to establish a budget? Beginning on the first day of a new month, get a receipt for everything you purchase. Stack and review receipts at the end of the month, and you will clearly be able to see where your money is going. http://ow.ly/sj972

Saver Stories View all »

Jump-Starting a Financial Makeover

Written by Katie Bryan | October 28, 2013

Nichelle Johnson, a single mom with two teenage children, knows what it’s like to stretch a dollar. When she moved back to Virginia Beach in 2008, she provided for her family with just a part-time library position.

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Getting Out of Debt

Written by Katie Bryan | October 28, 2013

In 2004, Tonya Shelton was facing financial ruin. Barely making more than minimum wage and having lost her home to an unexpected family crisis, Shelton and her family were forced to live in a rundown hotel.

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Learning to Save

Written by Katie Bryan | October 28, 2013

Kisha Barns’s financial situation was undisciplined, unrestricted, and impulsive before she came into contact with her local America Saves campaign, Charlotte Saves.

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