I have a family — me, my husband, and 2 kids (6 years, less than a year). We relocated from NYC to Pittsburgh about 2 years ago. We had an advisor in NYC, but when we moved we wanted to find someone local.

There were new factors to think about independently, mainly with retirement and planning for college. In general, especially with young kids we realized we wanted to get our stuff together.

The person we’re working with now, Mike Spieler (an advisor listed on GuideVine), already worked with family. I told my family we were looking and found out they were working with him and liked their recommendation. I liked knowing that my parents and sister already work with him, because I trust them.

Before contacting Mike, it was a lot of word of mouth. I didn’t do any other online searches. There was an advisor in Pittsburgh, but he left the area. There was another advisor, but he was not the right fit.

I liked that the [GuideVine] user interface was pretty easy and seamless. You could submit your request, all the things you’re looking for. I liked that you could put the time of day! I like the way info was presented, you could immediately reach out. GuideVine is also nice because you can target where you live.

Having now had the experience with GuideVine, if I had friends looking for a financial advisor, I would direct them to the site.

Other pieces to the site are very useful. I would recommend and I will recommend GuideVine to folks.”