Looking for a great financial advisor? I've been with Jodi Karton (AXA) for 6 years and wish I had found her sooner!
Jodi K. replied:
Thank you, Michele!! I can be reached at 303-217-0252. The secret is there is no secret. ALWAYS do what's best for your client! Always here for you! Xo
Do you Denver people have a great Financial Advisor you'd recommend?
Todd S. replied:
Nate Skinner?
Parker T. replied:
Brian O'Neil at Karsten Advisors is the best I've worked with in almost 4 years of doing 401 ks. I'm sure Ben knows some great ones as well. BDJ Ben? Haha
Lauren S. replied:
Tammy Salmans Cameron we did that program last year, it was amazing!
Does anyone have a recommendation for a Christian, fee-based financial advisor who does not attend Wellspring that is up for working with middle class clients?
Christy C. replied:
Charles Harrison. He works for A X A. He is a Christian man, studied to be a priest and now has a family. I have been with him since 2008.
Denver Folks: anyone have a recommendation for a financial advisor they use in the area? I'd prefer them to be local as I like to do these dealing face to face and...
Hey gang. About a year ago I posted asking about recommendations for financial advisors. I got a PM from an Ag, but because we weren't fb friends his message went to a...
We have the best financial advisor ever. Thank you so much Kaytie Clark with Edward Jones. She had some end of year planning, paperwork and advice and came out to our...