Onesta Finance is a financial advisor search platform designed to help people find the best financial advisor to meet their needs and wants basing on client reviews and more. Onesta provides a secure and helpful platform that makes financial services more accessible and transparent. With Onesta, you can search and filter through various criteria such as fee-only, fiduciary, robo advisor, CFA, CPA, retirement planning, and more.
Onesta also offers an AI Chatbot powered by Chat GPT that acts as your personalized financial advisor. The chatbot takes basic data about your financial situation and helps you make informed decisions regarding investments, budgeting, taxes, or other related topics.
In addition to its online services, Onesta has physical offices in Burlington (Canada) and Campbell (USA). It also offers a comprehensive service guide with certified advisors who can help you with your finances.
Overall, Onesta Finance is a great resource for reliable financial advice. Whether you’re looking for a financial advisor or need some guidance on budgeting or investing, Onesta has something for everyone.
