Connecting to an advisor is easy! Our vendor, Click4Advsor (SPG Solutions), has been connecting clients to advisors since 2001. You can read more about them here
There are multiple ways to connect to an advisor:
1. Select the advisor you wish to connect with by opening their listing on our site. Click the button inviting you to connect to an advisor.
2. The advisor's Click4Advisor profile will pop up displaying the advisor's online status, chat services (if provided) email and time based sessions.
3. Click4Advisor will require you to create an account through their user registration process.
4. Once you have set up your account through Click4Advisor, and connect with a live advisor or have scheduled a call, the number that calls you will show up as SPG Solutions on your phone and may possibly have a 925 Area Code. That is Click4Advisor connecting you to your advisor.
You can also dial direct by clicking on the "Connect To Advisor" button and opening the advisor's Click4Advisor profile. You will see the call in number with a Dial In ID listed for the advisor. Click4Advisor will prompt you to add your credit card information manually via telephone.