Do you have a financial advisor and would you recommend them?
Lysa S. replied:
Barry Tripp with Freedom Equity Group is a great advisor and probably the nicest person you will ever meet. (512) 771-9005
Shirley W. replied:
Gary Thomas with EdwardJones. 512-255-4212.
Nancy L. replied:
Edward Jones Bill Hart!
Kacey P. replied:
Edward Jones Scott Murphy
Rebecca H. replied:
I second Barry Tripp. He is super knowledgeable and very trustworthy!
Michelle K. replied:
Another vote for Barry Tripp with Freedom Equity Group!
Thomas M. replied:
Spencer Corzine in Cedar Park Phone: (877) 738-7018 or (585) 924-3069 Email: scorzine@avhinvest.com
Lori O. replied:
Ray Barron at legacy oaks finance he’s just a great guy
Ron P. replied:
Yes:) ....Barry Tripp (Freedom Equity Group). Barry is very congenial and He's right down here on the square so I just go see him, but his # is 512-771-9005
Mauro A. replied:
Barry Tripp (FEG) has years of experience on the field. He can be reached at 512.771.9005.
Jan D. replied:
Goodwater Wealth Management/Raymond James. Beautiful office on The Square. Call Rod (512) 930-8548.
I need a financial advisor. Any recommendations? Thanks.
Nick D. replied:
Give your money to Nick Dean Best free financial advice.
Justin R. replied:
If you're shooting to earn about 6-8% return on your investments annually, but are ok with chopping 1-2% off the top...then fine. I'll gladly take that 1-2% and let it compound over the years. It won't be a small amount when I retire. http://www.fool.com/how-to-invest/personal-finance/2014/05/29/the-invisible-and-brutal-cost-of-using-a-financial.aspx
Nick B. replied:
Betterment.com. Much cheaper than an advisor and algorithm based. Set your goals and risk tolerance and you're good to go.
Hi folks, my company is in search of a CPA. We’re open to firms or individuals. What are your recommendations? We’re financial consultants with Saas products as well.
David S. replied:
Check out AVL: https://avlgrowth.com/
Jhonatan A. replied:
Check us out: www.aldamacpa.com
Yosef L. replied:
https://thayeroneal.com/about-us/our-team/barry-levine-cpa/ is someone I've used and very happy with them
Anyone have a recommendation for a good fee only financial advisor?
Janis K. replied:
Robert Berry Money Matters 10900-B Stonelake Blvd. suite 205 Austin, Tx 78759 512-593-7400 I like their strategy. I earned 17% last year. Their fees are reasonable. Tell him Janis Kidd referred you.