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Frequently Mentioned on Social Media
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Laila O'Brien
Referral from
Mar 06, 2018
Deb R.:
ISO a financial advisor I searched the group but couldn't find anything
Gracemarie S.:
Laila O'Brien with Primerica! Her number is - 443-794-0090. I can retire in two years thanks to HER! Just tell her you got her number... Frequently Mentioned on Social Media
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Referral from March 6, 2018
Deb R. asked:
ISO a financial advisor I searched the group but couldn't find anything
Annie G. replied:
Todd Wilhoit Chesapeake Investment
Jill C. replied:
Atlantic Financial Group, Brett and Molly Sause
Pamela D. replied:
Liz Skibbie
Cassandra C. replied:
Contact Edward Jones... his name is Bill located in Chester by old McD.
Chris G. replied:
Liz Skibbie she is amazing!
Jim N. replied:
Chesapeake investment planning. Todd Wilhoit's local Kent Island company.
Brandon B. replied:
Robert Schilling is great!
Carolynn P. replied:
I've used this guy for 20 years. Thomas C. Ervin, CFP Financial Advisor Senior Vice President Morgan Stanley Wealth Management 410 Severn Avenue Suite 211 Annapolis, MD 21403 Phone 410-295-5869 Fax 240-752-6238 NMLS #1282434 Please visit my team website: www.MorganStanleyFA.com/seg
Heather M. replied:
Michael Andersen
Gerry L. replied:
Michael Schafer
Laurie D. replied:
Garrett thrift tel:1-410-820-4150 Thrush Thrift Group in Easton
Denise B. replied:
Tom Duncan. Easton,MD. Edwards Jones
Jennifer K. replied:
Chesapeake Investment.
Todd W. replied:
https://www.facebook.com/212508505436525 Chesapeake Investment Planning, LLC is a local and independent firm in Historic Stevensville. Check us out at www.cipadvisor.com.
Kathy H. replied:
Kevin Flaherty
Kathy H. replied:
Larissa Costello
Diana L. replied:
Larissa Costello
Cricket W. replied:
John Macielag at Merrill Lynch 410-820-4408
Victoria B. replied:
Shilling Investments
Ashley M. replied:
Jim Brown at State Farm in Chester offers financial services.
Erica F. replied:
https://www.facebook.com/212508505436525 Chesapeake Investment Planning, LLC
Referral from February 27, 2014
Nessa K. asked:
Real talk:
How do you find a financial advisor?
I have no idea how to save for retirement or where to invest the money collecting dust in my low yield savings...
Jessica H. replied:
My mans a financial advisor in Haddonfield! www.puffwealth.com
Otto I. replied:
This page might be helpful! https://investor.vanguard.com/what-we-offer/small-business/overview?Link=facet
Daniel L. replied:
If you're in book reading mode, you can't do better than "A Random Walk Down Wall Street" -- if you want the bullet points, read the stock series on jlcollinsnh.com
Andrew H. replied:
If you're looking for an easy way to set up an IRA, check out http://betterment.com/ I use it for a general investment account and a small IRA. If you have access to a 401(k) then those will generally be better than an IRA.
Lisa A. replied:
Edward Jones advisors.
Ken K. replied:
Jason Bach because that's not complicated at all for someone who "has no idea how to save for retirement".
Daniel L. replied:
If you don't want to think about investing, Vanguard Target Retirement Fund. #oneclickboom
Ethan G. replied:
Emily Tebbetts was posting about this the other day!
Referral from May 31, 2016
Matt R. asked:
Can any of y'all recommend a financial advisor? I'm trying to be an adult. :)
Maili G. replied:
Pamela Tauber Graham is great!
Tracey B. replied:
Managed funds mean you are paying someone to pick stocks, and hope they know something everyone else doesn't know. This usually is not the case. Indexed funds are usually the better choice, and what Vanguard does. Indexed funds will invest in everything and they are less expensive in fees.
Harry B. replied:
Mike Engler, mengler@athlonwealth.com, we have been using him for more than a decade. He doesn't "just pick stocks" he sets up plan/portfolio based on your risk tolerance and income. He has always done well for us.
Referral from June 24, 2014
Danielle S. asked:
Really in need of an affordable financial advisor!
Jennifer P. replied:
Contact Ben Offit at 410-539-0084 he is great
Referral from January 17, 2014
adiraval asked:
anyone have a good financial advisor/planner in the baltimore area they can recommend?
Kevin C. replied:
http://financial-advisors.findthebest.com/l/326815/K-Potter
Referral from October 19, 2015
Shawn G. asked:
Hi all, can anyone recommend a financial advisor in the area?
Liz S. replied:
Alison Solonche is ours and she is great! I will message you her contact info.
Referral from August 29, 2013
Keiyonna B. asked:
Anyone know a good financial advisor?
Referral from May 12, 2014
Sherna W. asked:
Not sure if I need a mathematician or a financial advisor....
Referral from October 18, 2014
Brian N. asked:
I have the BEST financial advisor on the planet! Nechelle Coleman knows insurance, investments, debt consolidation and so much more. Call or text me for her contact...
Referral from December 5, 2014
Kevin T. asked:
Anyone know of a good financial advisor
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