Financial Test Drive

About FinancialTestDrive.com



A great financial advisory relationship is one where both the clients and financial advisor are mutually rewarded and benefit from the relationship. The financial advisor is able to provide the best of his services and expertise, and the clients get the quality financal advice they need to successfully navigate their financial journey and achieve their financial goals.



The goal of FinancialTestDrive.com is to help clients and Financial Advisors find the right “match” in their search for the best financial advisory relationship.



In order to achieve this goal, we have developed a community style platform to bring financial advisors and prospective clients together on the same playing field. We believe that looking for the right financial advisor is a lot like searching for one’s partner in a personal relationship. Before entering into a long-term relationship, it is imperative for both parties to gain a better understanding of what each party is looking for in the relationship and whether they are compatible.



At the heart of FinancialTestDrive.com is our desire to promote highest quality financial advice and help both clients and advisors find a mutually-beneficial financial advisory relationship for rewarding long-term financial success.