In search of a financial advisor. One who can look at our current situation, home improvements and building equity... refinancing vs refinancing+cash back, what to...
Bryce B. replied:
Matt Augspurger at https://www.facebook.com/527550490675648 Nepsis Capital Management - Puget Sound is amazing!
Matt F. replied:
Rebecca Sidden
Lena P. replied:
Matt Flores is amazingly efficient!
Rachal J. replied:
Theresa King with Mass Mutual 253-509-9067
Rebecca G. replied:
Matt Augspurger with Nepsis Capital is great! (206) 819-2647
Irene B. replied:
Matt Flores
Ellisa G. replied:
Olympic tax and business consulting in Belfair does our taxes and investment management. They are amazing and have been assisting our adult children in getting started on the right track while they are in the military.
Erika S. replied:
https://www.facebook.com/549083248612043Michael Scheitlin, Licensed Agent with New York Life
Meagan G. replied:
Edward Jones - Financial Advisor: Robert Morgan
Lacee H. replied:
Matt Flores
Shanna M. replied:
https://www.facebook.com/527550490675648 Nepsis Capital Management - Puget Sound- Matt Augspurger.
Aj M. replied:
Mark Lalich
Sam A. replied:
American Financial Solutions. Nonprofit in Bremerton. It's free.
Teresa M. replied:
Mark Lalich
Lisa W. replied:
Brian George -
Shelly R. replied:
I'm going to suggest that you consider an entirely different approach. Find a CFP (Certified Financial Planner) who will work with you on an hourly basis. And sit down for a chat before you commit to paying someone ongoing commissions or advisory fees. Educate yourselves about the different kinds of financial advisors and products out there, including cost, tax efficiency and whether these products are appropriate to your circumstances. A little education up front goes a long way.
Julia D. replied:
Matt Flores is ours He’s very honest, Knowledgeable and so willing to help. I trust him completely with all our financials. He will help you
Rita M. replied:
Ed Panafeli on Tremont by the fire station.
Mike S. replied:
https://www.facebook.com/549083248612043 Michael Scheitlin, Licensed Agent with New York Life Most of the financial services professionals in there area meet free of charge and do analysis. Just saying. Free analysis is part of most of our process. I know Matt Flores or Myself can do free analysis and are here to make sure you get all of your questions answered and we construct a way for you to get to where you want to go!!!
If anyone would like to plan their new year with a good, honest veteran financial advisor, I served in both the Iraqi, and Afghanistan wars with the Air Force and now I...