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4 Tips To Find Local Financial Service Providers






      Searching for the right Financial Service Provider on a local basis is better as compared to dealing with a far-off company but finding the right one still requires a lot of extensive exploration. Whether you want to avail the services from stockbrokers, investment advisors or financial planners, there are various medium through which you can choose. With many companies in the market providing such services, no doubt you are at a good position to find a firm that caters specifically to your requirements. But if you are still confused on which channel to take for such a selection, then here are some tips that can prove handy.

Customer Referrals
You can gather information locally by asking from local residents nearby the area where a particular firm is located. Chances are that you can get firsthand account of their services in detail before proceeding to avail the same. Of course you can also approach the firm directly and after discussing what they can offer, you can confirm the quality of services by contacting their existing/former clients. It is very easy to evaluate such a firm on the basis of the goodwill generated, as it is genuine.

Local telephone directories often serve this purpose as well.

Search In Web directories, Promotional Literature, Local Magazines
The World Wide Web has a wide database of such service providers and to find locally you just need to delve a little deeper. In the link directories, there are many registered companies offering financial services that are arranged categorically to make your search easier. You can change the criteria to search as per the type of services being provided, name of firms, location etc.

One you have a list of such companies, you can also contact them directly by visiting their website link which is give in featured and popular listings. On the website you can get detailed information regarding the services, the firm, clientele etc.

You can even search in the Local magazines and Newspapers that regularly publish classifieds displaying the names of such service providers.

All Financial Service providers distribute Promotional Literature which contains detailed information regarding their services. So whether you are looking for freelance professionals or want the services from consulting firms, banks etc., analysing such advertisements is a must.

Business listings in search engines
To make your search even wider, you can opt for search engine listings that provide more information of the financial service providers while also displaying their exact location. Some popular listings include Google Local, Bing Local Listing, Yahoo Local, etc.

Social Networking Sites
Social networking sites are another great way to reach out and find credible financial service providers. Through an extended network (groups and communities) on sites like Orkut, LinkedIn, Facebook, Twitter and so on, you can reach out to many firms promoting their business on such sites.

So as you can see, choosing the right firm is not that difficult. What you have to ensure through a proper background check is that the firm should be reliable enough in handling your money and maintain transparency in all transactions.




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We are a firm of chartered accountants based in delhi, india established under the name of prakash k prakash for more than 30 years. the chartered accountant delhi firm has been synthesizing the learning from a vast experience-base and converting that into advantage for its clients.

Please Visit www.pkpconsult.com


Posted on 2011-02-01, By: *

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Note: The content of this article solely conveys the opinion of its author,


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