I have a friend looking for a retirement financial advisor...do I have any FB friends in this arena? Everyday Yoga
Tom K. replied:
Know a real good tax man, Gary Jones, Tax Defenders in Independence. He is a retired IRS agent:)
Amy B. replied:
Lisa Peek
Lisa P. replied:
Thanks Amy! Happy to help where I can Cheri. Did he/she need something in particular or just some guidance? I'm asking because this time of year a lot of people are getting advice from their accountant to set up IRAs and the like to help with 2014 taxes because you can still contribute for last year! http://www.facebook.com/PeekInsuranceAgency
Chris H. replied:
Cliff Jones, with Edward Jones816-373-5808. I know him personally. Highly recommended.
Keith W. replied:
I have a friend Christopher Miceli who does that.
Doug B. replied:
Brent R Ewert
Brent E. replied:
Thanks Doug! Cheri, I have been in the retirement investment business since Sept 1990. Please check out my FB page, Community Financial Services Group. My number is 816-590-9714.
If anyone in the KC area is looking for a good financial advisor, we are working with a guy we have been happy with. Message me if interested. Other wise disregard.
If any other Kansas City entrepreneurs or small business owners would like to join a business referral group then let me know. Our next meeting is tomorrow night and is...
Iso a good financial advisor...not a half ass one, someone that is legit, I want to buy a house within the next year and I need my shit in good order....