Saving & investing
Only well-known, regulated firms and official education sites. This is not personal financial advice — talk to a licensed professional before moving money.
Protect yourself
Seniors are frequent targets of investment scams. Be careful of anyone who cold-calls, guarantees high returns, pressures you to “act today,” asks for gift cards or wire transfers, or tells you to keep a secret from family. If it sounds too good to be true, stop and call someone you trust.
Scam safety page · SEC tip line resources below
Large, established firms (examples)
These companies are widely known, long-standing, and regulated in the U.S. Listing them is for convenience — PurePath is not paid by them and does not endorse any product.
Charles Schwab
Brokerage, IRAs, guidance tools. Long history serving individual investors.
schwab.comFidelity Investments
Brokerage, retirement accounts, research. Another major U.S. firm many families use.
fidelity.comVanguard
Known for low-cost index funds and long-term investing. Client-owned structure.
vanguard.comEdward Jones
Local-office model; many small towns have a nearby advisor. Ask about fees in writing.
edwardjones.comYour bank or credit union
CDs, savings, and sometimes brokerage through a known local bank can feel simpler. Compare rates and fees.
Check if someone is licensed
FINRA BrokerCheck
Free lookup: has this broker been licensed? Any complaints or actions?
BrokerCheckSEC Investment Adviser Search
Check registered investment advisers and firm information.
AdviserInfoSEC Investor.gov
Plain-language education, scam alerts, and how to complain if something is wrong.
Investor.govFree education (not sales pitches)
Investor.gov (SEC)
Official U.S. Securities and Exchange Commission site for everyday investors.
Open Investor.govCFP Board – Find an advisor
Search for Certified Financial Planner professionals. Ask how they are paid.
LetsMakeAPlan.orgSimple habits that help
Slow down
Real firms let you think overnight. Pressure is a warning sign.
Write it down
Get fees, risks, and what you are buying in writing. Share with a trusted family member.
Separate needs
Emergency savings in a bank or credit union is different from long-term investing. Don’t mix them under stress.
Disclaimer: PurePath AI provides general information only. We are not a broker, adviser, or bank. We do not sell investments. Nothing on this page is a recommendation to buy or sell any security. For personal decisions, speak with a licensed professional and people you trust.