ISO personal financial planner....recommendations, please !
Patrick T. replied:
I've been with Waddell and Reed for 7 years. Matt Moyer does a great job not only generating a return, but making sure you're planning and educated on how to best prepare for the future. I'd highly recommend grabbing lunch with him!
Mylo M. replied:
Michael Passalinqua. He takes the time you need
Stu H. replied:
Matt Moyer would be my choice! Thoroughly professional!