This weeks highlight: Know Your Financial Adviser guide

Good afternoon,

The Office of Financial Protection for Older Americans (OA) offers financial education and fraud prevention resources for free to consumers and intermediaries. You can download the materials and print them yourself or order single or bulk copies of many of our educational materials.

This week's highlight: Know your financial adviser - a guide to help you ask the right questions if you're shopping for an adviser with a title suggesting expertise in senior financial planning. 

Download your copy now
Order free single copies
Order free bulk copies

Thank you,

Tamara Sieckman, Outreach Coordinator
Office for Older Americans
Bureau of Consumer Financial Protection

About the Bureau

The Bureau of Consumer Financial Protection is a 21st century agency that helps consumer finance markets work by regularly identifying and addressing outdated, unnecessary, or unduly burdensome regulations; by making rules more effective; by consistently enforcing federal consumer financial law; and by empowering consumers to take more control over their economic lives. 

Learn more at

Facebook logo

Connect with us

Facebook logo


Twitter logo




Bureau blog

Submit a complaint

We work across the world

From London to San Francisco, to our home base in (Saint Helier) Jersey, we’re looking for extraordinary and creative scientists to help us drive the field forward.

AC Investment Inc. currently does not act as an equities executing broker or route orders containing equities securities. If AC Invest’s business model were to change and it begins routing non-directed orders in NMS securities, it will comply with the disclosure requirement of Rule 606.

77 Massachusetts Avenue Cambridge, MA 02139 617-253-1000