Any recommendations for a good financial advisor? We're not wealthy or in need of estate planning - just basic financial and retirement guidance from someone who is...
DrWanda G. replied:
I have one not in this area but we've used him for a long time and I trust him and that doesn't come easy in this atmosphere. His name is John Schenone. 813 928 8440.
Michelle H. replied:
Dave Johnson with Romero Insurance and Financial Services813.657.0100. They're amazing with what they can do!
Laura C. replied:
Jim Hough with Hough Financial Services. Great man. Helped me TONS. Office off of Kings. 813-689-2766 Like ยท Yesterday at 3:00 pm
Laura C. replied:
Jim Hough with Hough Financial Services. Great man. Helped me TONS. Office off of Kings. 813-689-2766
Heather M. replied:
Dan Sammons at Edward Jones on Erindale
Sandra K. replied:
Sharon Herman@Silver Key Wealth, 813-661-1926
Cheri M. replied:
Nick Campbell with First Command Financial. He is very knowledgeable, caring, easy to talk to and has done well for my family.
Bridget W. replied:
Melissa L Haskins Edward jones
Jennifer M. replied:
Celeste Clancy with CMC financial. She's very knowledgeable and will explain all of the choices you have to set you up for financial success. Please give her a call 813-767-0493, 813-793-6550http://www.cmcfinancialgroup.com/
Jennifer M. replied:
Hi Jennifer didnt realize my friends website is under construction due to the large growth of her practice. Here's her facebook page : https://m.facebook.com/profile.php?id=429497197094056
OK people help me out here: I am looking for a financial advisor who is a) really good; b) independent, meaning not compensated based on pushing me to certain products;...
Rebecca F. replied:
Carl Cindy VondemBussche
Vered C. replied:
We've been really happy with Diane Yee at Hurley Associates. She has products she represents but you don't have to go that route.
Ann L. replied:
Do you need someone who is local to you? My friend Rebekah Lea might be the unicorn you are looking for, but she lives in Arlington, MA. Editing to add a link to her site: http://www.greyfinance.com/
Simone B. replied:
Hi Ellie! I had worked in impact investment for about 8 years after Wharton and came across a few good RIAs who are SRI minded that I would recommend. Many of them are west coast-based. Happy to take it offline with more details. simoneylee@gmail.com
Joern K. replied:
Read bogleheads.org - lots of perspectives on that topic.
Darcy M. replied:
Our neighbor across the street is a financial advisor! Desiree Steinmann Kennedy
Ok. Is anyone out there in facebook land, a financial advisor that would be willing to assist me in fixing my credit and helping with a budget. And no, I don't want to...
Michael K. replied:
Outstanding Chris. I'll send you my situation.
Chris F. replied:
Also, check out http://www.reddit.com/r/personalfinance
Jedthai K. replied:
Go to the degoba system. There you will find https://www.facebook.com/margaret.ganey.3 . Credit Jedi she is:)
Blake C. replied:
https://www.facebook.com/cefjr83 , help this fine woman please
Survey Question for all: Where do you get your investment advice? And if you have a Financial Advisor-How did you meet this person?
PLEASE NOTE: I AM an Advisor and...
Joshua F. replied:
Jennifer Lucio Erik Dorman in the words of a 12 year old girl..."I Cant EVEN"
Nick L. replied:
If I wanted advice I'd talk to this guy named Joshua Fain but I have no money so no advice is needed
Shing P. replied:
My father invests his money and mine with a wealth management adviser with Merrill Lynch/bank of America and so I basically started up with Scott because of family. I also follow Dave Ramsey principles and I learned about him through Facebook and friends talking about him.
Everyone is always asking me if I know someone for this and for that. I usually do and they are usually very well priced. Here is a short list in case anyone of you...
Joed H. replied:
Michael Brodous - he was a prosecutor now he's a defense attorney.
If your serious, you would be making such a difference in someone's life forever. I would recommend they HAVE to hire an attorney & financial advisor. Good luck to you &...
Jesuit alums continue to impress in the TBBJ " Best in the Biz Readers' Choice Awards 2017".
Congratulations to Brian Housel '93, Lee Mezrah '85, Michael Valdes '81...
USAA is hiring an experienced Financial Advisor in Tampa, FL. Know anyone who would be interested in this job? Tag them in the comments! http://bit.ly/1hOd2ac
I need someone who is a life coach food Natzi push me to I puke when I exercise and financial advisor all rolled up in one. Oh and now the hard part I have to be...