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Reasons why U.S. Millennials chose to work with a financial professional 2014

This statistic displays the reasons why Millennials in the United States chose to work with a financial professional in 2014. During the survey period, it was found that 42 percent of the U.S. Millennials decided to work with a financial advisor in order to receive recommendations about specific products and services, such as investments or insurance.

Why did you choose to work with a financial professional in the past?

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Source

Release date

March 2015

Region

United States

Survey time period

October to December 2014

Number of respondents

190 respondents

Age group

23 to 35

Special properties

full-time or part-time workers

Method of interview

Online survey

Supplementary notes

Multiple answers were possible.

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