St Ann Faith Finance

4 recommendations and reviews from 1 person

Recommendations from Suzanne B.

• Referral from February 26, 2015
  

  Aarati P. asked:

  Looking for a recommendation for a fee only financial planner? TIA

  

  Suzanne B. replied:

  John Peterson (214) 215-3776. john.peterson@lpl.com. I believe he is. He's a great one no matter what😃

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• Referral from November 24, 2014
  

  David T. asked:

  Looking for solid recommendations for a financial planner. Someone who has the heart of a teacher, and won't nickel and dime us to death with fees. We make money, you make money. We don't make money, you don't make money. I understand market risk, I don't understand one way profiting. Thanks!

  

  Suzanne B. replied:

  John Peterson. He teaches Faith and Finance classes at St. Ann's. (214) 215-3776. john.peterson@lpl.com

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• Referral from September 1, 2014
  

  Juliette W. asked:

  Any suggestions on a cheap financial advisor in coppell?

  

  Suzanne B. replied:

  John Peterson is great. Right here in Coppell. Teaches classes at St. Ann's too. (214) 215-3776. john.peterson@lpl.com

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• Referral from June 2, 2014
  

  Dale G. asked:

  Looking for recommendations for an independent financial advisor/planner.

  

  Suzanne B. replied:

  John Peterson. (214) 215-3776. Lives here in Coppell. Does finance classes at St Ann's and Northlake. Great guy!!!

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