Anyone have any good recommendations for an affordable & reputable financial advisor in BR area?
#newyear
#gettingmoneysmart
#preparingforbaby3
Kris J. replied:
Dixon Wallace McMakin
Robert E. replied:
My brother Matthew Edwards with Ameriprise financial. (225) 644-1700
Lindsay D. replied:
I second Josh Ebey or Mike Hackler!!!
Lauren M. replied:
I second Matt Colvin!
Katie L. replied:
Josh Ebey with Ebey Financial. He's an independent broker through LPL Financial. He just had baby number two and he's young so he can relate! Or Matthew Englade with New York Life. He may just specialize in life insurance but if you would like his contact, I can send it!
Lauren B. replied:
We use John Leatherwood at LPL
Lauren B. replied:
Another good one is Matt Colvin with Raymond James.
Can anyone recommend a CPA and/or a personal Financial Advisor? (Preferrably not someone I am personally acquainted with)
Alicia F. replied:
I used to work at Faulk and Winkler, and they are all very good! The company is ran well too:)
Kenny D. replied:
Malcom M Dienes, LLC in on Metairie Rd.
Nathan L. replied:
Tommy Millet. Boom.
Melissa P. replied:
Stephen Loeb
Allen V. replied:
What r u looking to do? I would talk with a chartered financial analyst if ur doing complicated stuff or at least well qualify ur cpa/lawyer. Cpas and lawyers can be the worst advisors! (Sry if anyone is one of those!) They do law and taxes all day!
BNI members! I am wanting to join a BNI group in one or all of the following areas. Property and Casualty Insurance, Life Insurance/Financial Advisor, Commercial...
Brandon B. replied:
Christina Gradney Johnson
Angel L. replied:
I'll keep an eye out for you. Have you gone to this page yet? http://www.bnilouisiana.com/find_an_opening.php