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Bobby Peters,CIMA®,CRPS®
Referral from
Sep 15, 2014
Jamie T.:
Please recommend financial advisor for a friend. Thanks!
Heidi R.:
Ben Cohen of Morgan Stanley in Boca/WPB - he is the best Benjamin J. Cohen First Vice President The Palm Beach Wealth Management Group... P3 Retirement & Tax
Referral from
Sep 24, 2013
Lysa M.:
Who knows a reputable financial planner....
Is there a fee?
Nica R.:
Check these brothers out. I told them I was going to promote them for my Church. https://www.facebook.com/p3 retirement MidSouth Financial Group
Referral from February 21, 2018
MemphisMayhem asked:
Financial advisors? Looking for a new financial advisor. I don't have a major portfolio or anything, just looking for help to plan financially for some goals....
Toast_Chee replied:
Unless you have some very unusual financial circumstances (large inheritance, insurance settlements, other large cash windfalls) you don’t need to pay a financial advisor. Spend a couple hours on /r/personalfinance and you’ll be well on your way. Right now there’s a post on the front page about Warren Buffett winning a bet that low-cost index funds would outperform actively managed hedge funds over a 10 year timeframe. Money managers don’t give you an edge, you’re actively paying somebody to deliver less performance than the markets at large would garner.
tinduck replied:
There's a lot of local firms that do that stuff. - FTB Advisers - Wunderlich - Raymond James - Duncan Williams
BigChree2407 replied:
If you work for a company that matches a percentage of your 401 k contribution, match that first. With additional cash you should then max out a Roth IRA. Remaining cash should be invested in a brokerage account of your choice (I recommend Robinhood because of 0 trade fees). Put your first 10 k into an index fund (like the S&P 500). After that you can start thinking about picking specific companies to invest in. If you want a more hands off approach you can pick a mutual fund, but you will pay a small fee to have someone else handle your money. I’m assuming you are really far away from retirement, in which case you want high risk high reward assets.
ccbellwether replied:
Kevin Baltier (Edward Jones) in Collierville.
corndogsareeasy replied:
Nathan Powell with Shoemaker Financial has been recommended by several people.
Santiers replied:
I used to be an advisor at chartwell financial group on poplar. Speak to George Moore. Great guy and excellent advisor.
Gustafa7 replied:
http://www.summitassetmanagement.com/
bghanoush replied:
I agree with Toast_Chee that DIY is good if your situation isn't unusual and you are patient enough to self-educate just a bit. If that sounds right, check out https://www.bogleheads.org/ -- in particular the wiki but also the forum.
Referral from November 13, 2013
Johnny C. asked:
Jackson folks... can anyone recommend a good financial advisor/accountant/tax professional? Inbox me or text me the contact info. Thanks in advance.
Melissa M. replied:
Angie Lowery (731) 984-8112 Senior Financial Advisor at Merrill Lynch... We love her!
Johnny C. replied:
"Doc Walker" is definitely the smartest guy I know! for sure!!
Referral from November 25, 2013
Tanisa H. asked:
Btw...I need a great credit counselor or financial advisor. Does anyone know of any???
Referral from August 14, 2014
Porchia D. asked:
I want to be a financial advisor but don't know the steps to becoming one am so good at saving money ask nicc I still got tax money: )
I can help anybody save more and...
Referral from November 4, 2014
Alecia D. asked:
I have come to the conclusion that I seriously need a "Sweet Paternal Financial Advisor".......
Referral from October 30, 2013
Jimmy S. asked:
my personal Financial Advisor... looking GREAT!! Holly lunch on me my next visit to Memphis.....
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