Hello FB Friends, We are looking for an excellent financial advisor/wealth management person. Any referrals from friends would be much appreciated. It would be great...
Beth R. replied:
Doesn't surprise me! Great Hermosa family <3
Meshach W. replied:
Joe McRae is not local to you but he's a great combination of what I think is critical in that role: numbers geek, pragmatist and passionate. He is refreshingly up-front, thoughtful and ethical. I have a few friends, including my accountant, that have moved to him and regularly sing his praises. Highly recommend.
Tiffany W. replied:
Jon Kubler. He has a large team of experts specializing in everything related to wealth management - investing, estate planning, college savings, tax savings, etc. Jon is also from the Midwest, so he is down to earth and a hard worker. Let me know if you want his number.
Beth R. replied:
So great to know Tiffany Wilson. Jon sounds great, but I think we found someone. If not, I'll ask you for his digits.