Planning Counselors & Associates, Inc.

Recommendations and reviews from 1 person

• Referral from December 17, 2013
  

  Steven S. asked:

  Hi people. I'm hoping somebody can help me with a recommendation. I need a financial advisor. Someone who is California licensed and preferably someone who lives in SF. I need him/her to assist me with/manage my inherited IRAs, which were from my father. If anyone has someone local who they know and trust, I'd certainly appreciate it if you could pass their contact info to me. Thanks!

  

  Terry G. replied:

  Highly recommend Dennis Nix. He'll make sure he's the right fit for you, no hard sell. Very connected. http://www.financialguide.com/Dennis-Nix

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