Datalign is a leading financial advisory platform based in Houston, TX, that connects individuals with a network of pre-screened and expert financial advisors nationwide. Their innovative approach simplifies the process of finding the right advisor by capturing a comprehensive view of each client's financial goals and preferences, matching them with the best-fit advisory firm in their network.
With a focus on putting clients in control of their financial plan, Datalign offers access to thousands of advisors with expertise in various areas, including retirement planning, tax harvesting, and estate planning. They prioritize privacy and provide curated recommendations, ensuring that clients remain in control of their information and have the option to connect with their recommended advisor for a free, no-obligation call.
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