Member Services

Collegiate Advisors is a firm that exists to help you help your clients' and prospects' children.

Our automated, online suite of college and now retirement planning tools makes you an "expert" from the moment you introduce them to Baby Boomer parents; they make parents appreciate that you did not try to sell them yet another financial product; and they make the student a better and more focused candidate for college admission. They make the kid smarter and you, a genius!

If you are looking for a totally private-branded website - or content for your current website -please consider these three examples of our work:


We provide you with critically-important, automated, online college planning tools:

  • ACT/PSAT/SAT Tutoring
  • Career and College Assessment Tests
  • Professional Admissions Essay Editing
  • Professional E-Mail Addresses
  • Online Workshop Registration
  • Financial Aid and Tax Information
  • Middle School Child Assessment Center
  • FAFSA Form Filing
  • ACT/PSAT/SAT Downloadable Tests
  • College Major and College Search
  • Credit Counseling Videos (5 modules)
  • Automated E-Mails
  • Automated News Updates
  • Student Loan Information
  • Retirement Planning Module
  • CSS Profile Form Filing


Our clients are some of your competitors! We help financial planners, accounting firms, insurance agencies and college planning specialists. Differentiate yourself with a unique, professional website and with dynamic college planning content that parents value highly.

To learn why so many professionals are choosing Collegiate Advisors to provide these highly sought-after services, and to schedule a convenient 40-minute demonstration, call us at 888-940-8394 Extension 1, today.

We are thrilled to have as our clients entities from many walks of life including:

  • Banks
  • CPA Firms
  • Credit Unions
  • Employers
  • Financial Planners
  • Insurance Agents
  • Student Loan Companies
  • Tax Preparers

If you would like information on our services and how best we can assist your business model to the level of success simply email us at answers@collegiateadvisors.com, and we will respond within 1 business day.