CollegeCounts is an advisor-sold program. As an investor, you can work with your financial advisor, registered investment advisor, or other financial professional. Your advisor can offer professional expertise and insight to help you determine how much to save, where to save, and how to evaluate, manage, and monitor your investments.

The Financial Industry Regulatory Authority (FINRA) oversees firms and individuals that sell securities. Visit their website to find information on your current or prospective financial advisor and/or to review broker firms.