Just curious does anyone have a financial advisor they would recommend. Linda and I have a 401k that we need some help on and would like to talk to someone.
Cathie L. replied:
Sam Ferranto. He is a Scouter and past WB staff. Announcer at Council Dinner. Great guy. He does mine
Dale L. replied:
Our Knights of Columbus unit uses Bob Gregory at Edward Jones. He also does an excellent job. Very good communicator and makes money!
Mike D. replied:
Call me. I have a great one. Devin Ploesser.
Tom M. replied:
https://m.facebook.com/unionfinancial Pat Patrick McNeil
Sue B. replied:
Jim Pohlman with Wells Fargo. He is Larry 's cousin. Very trust worthy.
Sandy B. replied:
Terry Roberts at Stifle Nicholas in Frontenac. He has done a wonderful job for me over the past 4 years
George J. replied:
Chuck Hessler at Raymond James he done an outstanding job for Bard and I over 25 years.
Dale L. replied:
We use Fidelity and are very happy with their results, two years and still growing. Office is at Lindbergh and Clayton Rds by Hwy 64/40. Probably in the phone book. Our person is Hilea and they have a remote support person and team.
I need someone who has experience owning a building or non profit organization
Or both if possible that or a financial advisor that has worked with small buisnesses
Jacob H. replied:
Just go ahh... here, (314)698-1756.You call him! I'll tell him what's up and who you are. And you can take it from there..
So, a financial advisor I recently met wants me to send him referrals, but this week he contacted me and asked me for advice on health insurance so he could sell a...