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Frequently Mentioned on Social Media
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Ronald Miller
Referral from
Mar 04, 2015
Paul S.:
any recommendations for a personal finance advisor ??
Thank you !!!
Paul Smith
MountainFresh Carpet & Upholstery Cleaning
Christine D.:
Yes! Ron Miller is a Senior Financial Advisor with Merrill Lynch in Rehoboth. 302-227-5143. Highly recommend him. Extremely trustworthy... WSFS Bank
- Financial Advisor, Bank/credit Union
- 19335 Coastal Hwy Rehoboth Beach, DE 19971
- Closed â‹… Opens at 9:00AM
Referral from
Dec 28, 2014
Jay S.:
We are looking for a recommendation for a financial advisor in the Rehoboth/Lewes area.
Christopher B.:
Steve Dunn at WSFS Rehoboth, 302-226-5648 KMR Financial Network, LLC
Referral from
Sep 25, 2015
Glenn H.:
Looking for a reliable financial planner, someone you yourself have used and trust.
Mary Z.:
Kit Ryan is awesome! kryan@kmrfinancialnetwork.com (302) 227-4460 Merrill Lynch Financial Advisor
Referral from
May 30, 2017
Andrew H.:
Hi all- a friend suggested that there are financial planners who charge hourly rates for consultation rather than commission or a fee...
Jon D.:
Before doing anything I would check with a couple different financial advisors and figure out who is the best fit for you my financial... Bell Rock Capital
- Financial Advisor, Financial Planner
- 19606 Coastal Hwy Ste 101 Rehoboth Beach, DE 19971
Referral from
Apr 27, 2015
Michael R.:
Does anyone in the group use a local Registered Investment Advisory (RIA) firm to manage your investments and financial planning that...
Cassandra T.:
Give me a call we are local with national recognition 302-227-7607 Bell Rock Capital and we can do insurance for you as well Frequently Mentioned on Social Media
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Referral from December 28, 2014
Jay S. asked:
We are looking for a recommendation for a financial advisor in the Rehoboth/Lewes area.
Sally M. replied:
Janet Redman 302-645-6650 Lokken Investment Group 16698 Kings Highway, Lewes, DE jredman@lokkeninvest.com
Cindi S. replied:
Thomas McGlone
Ruth C. replied:
Kit Ryan, KMR Financial
Gretchen H. replied:
Janet K. Redman she's awesome
Theresa J. replied:
Thomas McGlone is awesome
Scott W. replied:
We use Janet Redman as well. I highly recommend her.
Sandra C. replied:
Janet Redman!!!
Howard W. replied:
Ron Miller, Merrill Lynch.
Jeanne D. replied:
You can find fee only, certified planners by visiting www.napfa.org.
Mary H. replied:
Thomas McGlone Heriloom Advisors. He is in Lewes
Jeff E. replied:
I'd go with Ron Miller at Merrill. My partner is a retired financial advisor, and he chose Ron. BTW, Janet Redman trained at Merrill Lynch.
Greer S. replied:
David Eric ... currently comparing where to move money for IRA myself. Looking at Vanguard, Fidelity, Scott Trade, TIAA Cref. May I ask why you chose Vanguard?
Diane L. replied:
Lokken Investments., Lewes...John Lokken, Janet Redman will evaluate your situation, offer an investment plan and explain options. I am very happy with their commitment to my future.
Michelle K. replied:
Thomas McGlone
Andy H. replied:
Tom McGlone
Judy P. replied:
Trey Hastings at Merrill Lynch.
Couch F. replied:
Yes, I second Janet K. Redman with Lokken Investments.
Kami B. replied:
Michael Loftus Loftus Wealth Strategies 251-8901
Terese K. replied:
Donna Savage at Edward Jones in Rehoboth. She has looked out for us several years!
Mary D. replied:
Janet Maher
Dany A. replied:
John Lokken in Lewes!!! Janet Redman works for him and I know he is on top of things and well educated in giving his clients the best investment options! Also, he has many years of experience. I'm sure Janet is great as well since he is very particula r in choosing the best fit for his firm. And you would love their assistant Carrie Ruark, she's the most personable and professional in handling their clients. 302-645-6650. They recently located to a new and upgraded building with more space and an elevator for easier access.
Denise A. replied:
Neil Startzer from Diamond State Financial Group - (302)545-6225
Rigby's R. replied:
Tom Thomas McGlone
Terry K. replied:
Steve Dunn at WSFS in Rehoboth. Great guy very knowledgable! 302-226-5648.
Referral from September 4, 2013
Linda R. asked:
How about local financial advise/local brokers?
Jennifer R. replied:
I love Jenn Harpel at Morgan Stanley in Lewes. 302-644-6620
Jeff E. replied:
Ken Drerup, my partner of 15 years. At Merrill Lynch, Rehoboth. 302-227-5140.
Libby S. replied:
I use Townsend Group ML in Dover
Lyn M. replied:
Joe Baker - Ameriprise Financial. His phone number is 484-947-5476 and email is joseph.d.baker@ampf.com HIGHLY recommend him!
Lyn M. replied:
http://www.ameripriseadvisors.com/joseph.d.baker
Tara L. replied:
Linda Radcliffe Reid just messaged you
Kay F. replied:
Michael Loftus in Ocean View
Jenn B. replied:
Terry Smith at Morgan Stanley in Lewes!
Shirley M. replied:
Morgan Stanley
Richard B. replied:
Thomas McGlone is the best!
Tyler M. replied:
Ronald Miller 9535 CAMELOT DRIVE REHOBOTH BEACH, DE 19971 Phone: (302) 227-5143
Referral from February 23, 2016
Carol M. asked:
I am looking for a good financial advisor to work with any suggestions.
David H. replied:
Cameron Fitzgerald
Jennifer S. replied:
Cathy Austin
Laura J. replied:
Call/contact Cathy Austin. She has been in the business for years. Local too.
Andrea V. replied:
Cathy Austin
Gary U. replied:
Thomas McGlone
Cindi S. replied:
Tom McGlone Thomas McGlone
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