Financial Advisors in Plano, TX

John Gesek. Very personable, He works in Coppell, lives in Coppell, and has also invested in Coppell and its future. I've been with John for over ten years and even during the lean years he has shown a pretty good return on my investments. I highly recommend John, you are more than just a number to him.

His email is Ralph.Checri@mwarep.org

I work in the financial industry since 1973 and have seen it all. I totally agree with David Olson about educatating yourself on different products. And if a rep, financial advisor, wealth manager or whatever they call themselves nowadays ...they ALL work for something. Mutual funds - look on Bloomberg.com to check out fund...look for management fee, loads, and where the money for broker is made is trails or 12-b1. Another advice - KISS -keep it simple (stupid)-until you understand all products.

Juliette, I wonder if 'cheap' and ' financial advisor' are good to have in the same sentence . A financial advisor, like any good service provider is worth paying for expertise. Anyhow, if 1% of your growth is what they charge, then they'll be motivated to make you as much as possible, correct? That's a good thing. I wanted a person (or team) that would meet me as if I was their only client and manage my funds in a clear, concise manner with personal accountability for the results. So, for the past decade, I've used Jack Luna and well-known Coppell resident John Gesek at Fusion Capital Management to handle my investments and financial planning. .

David Caviness is wonderful!

John Peterson is great. Right here in Coppell. Teaches classes at St. Ann's too. (214) 215-3776. john.peterson@lpl.com

Not all financial advisors work on commission. Avoid them at all costs as they can skew their choices for you based on what's best for them rather than you. I am working with an independent financial advisor who does not receive commission but works at an hourly rate. I like her a lot. She will be able to provide you a quote for the fee she will charge you based on what level of service you are looking for. I highly recommend her. She is not in Coppell but is in Keller. Jean Keener 817-993-0401 Www.keenerfinancial.com 200 North Rufe Snow Dr Keller. 76248

I second Ralph Checri with Modern Woodman.

Clay Mitchel at Farmers Insurance. 469 438 5422 Clay.mitchel@farmersagent.com

So are you willing to handover your hard earned money to a stranger? Take the time to learn yourself about what is available is best. Most retail advisors are just sales people making a commission, and they might not be in your best interest. Read up on some of the advisors on TV: I personally do it myself, but it does take some learning before you step in the water. You also need some time to do this as well. The Coppell library has a number of books on the subject. I personally trade some stock (mostly energy, material, some industrial), and stock options (mostly Put spreads, and covered Calls). http://www.clarkhoward.com/ http://www.suzeorman.com/

Jeff Sanders in Grapevine. He is with Edward Jones and I've been very happy with him.

Lester Strait in Grapevine

I have been working with Ralph Checri in Coppell. He is excellent and no charge!

Ralph A. Checri, FIC Financial Consultant Fraternal Activities Coordinator Modern Woodmen Fraternal Financial 600 S. Denton Tap rd. Ste. 134 Coppell, TX 75019 214-995-0415

Just be careful and don't be too quick and investing a lot of money at first. I do what is comfortable for me, but I think most people don't want to take the time to learn and do what I do for myself. If someone wants to learn about how I invest; I am willing to tell them. Everyone will do things differently with various degrees of risk / return. It won't hurt to learn something about the types of investments out there. Deanna Edwards gives sound advice to be cautious and I agree with her. Be careful with insurance products; from what I hear they are not a good investment. Just remember there are those that get high fees or kickbacks from selling you a product and make money whether you gain or loose, and there are crooks like Bernie Madoffs, http://en.wikipedia.org/wiki/Bernard_Madoff