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Eos Financial Planning LLC
Referral from
Mar 12, 2018
Chris B.:
It's almost tax time again?! Any local recommendations for a thorough, reasonably priced tax preparer?
Mira W.:
Aletta Wallace Tibbetts of https://www.facebook.com/1280056482082369 Eos Financial Planning LLC is fantastic! Better Money Habits
- Financial Planner, Loan Agency
- Arlington, TX
Referral from
Mar 11, 2016
Frank A.:
Can anyone recommend a good financial planner who has an understanding of student loans and how to best deal with them (i.e. IBR, etc)?
Peter F.:
Some possibly helpful videos:... Virden Chapman & Virden PLLC
- Financial Planner, Investment Advisor...
- 2421 W Park Row Dr Arlington, TX 76013
- Open ⋅ Closes at 5:00PM
Referral from
Jul 10, 2013
Melanie W.:
Friends- does anyone have a good tax accountant they can recommend?
Kay W.:
We use Walter Virden IV ("Walter Jr.") with Virden, Chapman, and Virden in Arlington. He is awesome. With both of us self employed, it... FinAcc Global
Derrick Kinney - Ameriprise Financial
- Financial Planner, Financial Advisor
- 700 Highlander Boulevard Ste 335 Arlington, TX 76015
Referral from December 19, 2017
Karin T. asked:
I'm seeking a fee-only financial planner to work with my family probably on a one-time basis. We could use some assistance on figuring out how potential career change...
Robin S. replied:
Susan Moore
Cynthia D. replied:
Sheryl Wein Waddell & Reed has been very helpful
Lesley S. replied:
Deb Neiman of Neiman & Assoc Financial Services. In Arlington. Highly recommend.
Angela M. replied:
Tony Marken from Ameriprise excellent advice!
Megan H. replied:
Vera Kelsey-Watts at Peace of Money - we met with her two years ago in JP, but it looks like she has relocated to Newburyport, but there's also an office in Watertown. https://www.peaceofmoney.com/our-advisors
Referral from May 3, 2017
Barbara L. asked:
My mother needs some support in transitioning to retirement, specifically with regard to organizing her finances, figuring out how much she could have to live on once...
Anna S. replied:
Aside from an Elder Law attorney or planner, i would recommend contacting the local Area Agency on Aging or Council on Aging. They may be able to help out with some things. send me a pm if you would like and I can help you with identifying a starting point
Eva A. replied:
John Gosselin specializes in Elder Law and has spent his life in Winchester. He or someone in his office might know of a reputable lawyer in the town where your mother lives
Mara C. replied:
The Arlington Council on Aging has Rick Fentin, a financial planner available the 2 nd and 4 th Friday of the month 9:30 to11:00 at no charge. Call 781-316-3400 for an appointment.
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