Does anyone have any recommendations for a great financial advisor for investing for the future.
Thanks in advance
Joe V. replied:
Definitely meet with more than one. You want someone who will have your best interests in mind and will devise a long term plan for you and your family. My two guys in no particular order are Tom Warner at Hansen Warner Associates 609.654.7400www.thomaswarner.com and JP Brescia at Morgan Stanley Wealth Management. 856.231.4806 they have different styles but are trustworthy and have clean records. Broker check is a great resource to make sure you're not hooking up with someone with a history of doing things the wrong way
Any one in the Raleigh garner or Clayton area know of a good financial advisor? I'm seeking out advice. Any help would be appreciated!
Amanda M. replied:
Ameriprise Financial has good advisors. They more than likely have one or more in your area but if not, they have phone ones as well. Ameriprise.com has a link to find one.