RIS Advisory

Recommendations and reviews from 1 person

• Referral from May 1, 2014
  

  Alison B. asked:

  can anyone recommend a great financial advisor? we're needing help with a living budget and some long-term money stuff. thanks in advance!

  

  Jerry H. replied:

  Consider Todd Kephart of Retirement Income Solutions, especially if the "long-term" is important to you, and even more so if you've got a large fraction invested with TIAA. http://www.risadvisory.com/who_we_are/our_team/h_todd_kephart

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