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How do i begin searching for a financial planner

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Mrs&MrsK
i need sleep ;-)

Member since 2/14

2008 total posts

Name:
L

How do i begin searching for a financial planner

Any suggestions?

Also, how are they paid- hourly?

Posted 9/12/14 2:14 PM
 

Desepoli Wealth Management
LIFamilies Business

Member since 5/14

3 total posts

Name:

Re: How do i begin searching for a financial planner

Hello,
Desepoli Wealth Management would love to help you. We are a financial firm located in Port Jefferson. Please take a look at our website to learn more about us if you are interested. www.desepoliwealth.com

Here at Desepoli Wealth, all initial consultations are complimentary. We are not paid hourly, but we are fee-based advisors. Due to the various types of financial services, it is hard to give a hard quote fee. The fees associated with various programs will be clearly outlined in the initial meeting.

It would be our pleasure to meet with you at our office. If you want to find out any information, please don't hesitate to call. 631-878-5117.

Warm regards,
Mike Desepoli
Desepoli Wealth Management

Posted 9/17/14 3:03 PM
 

hmm
November Girl

Member since 1/14

7860 total posts

Name:

Re: How do i begin searching for a financial planner

not sure, I have always used our stock broker since he is the one setting up my future $$. I know he is not financial advisor but he has been part of the family forever and is helpful

Message edited 9/20/2014 10:56:06 AM.

Posted 9/20/14 10:54 AM
 

BAK217
LIF Infant

Member since 8/14

320 total posts

Name:

Re: How do i begin searching for a financial planner

We have used a financial advisor for years. Initially we paid something like $200 or $300 (I really don't remember)
for him to draw up a financial profile specifically tailored to us. Then we have met with him at least once a year to go over our investments and make changes as needed. We don't pay him directly. He gets a % of our investments. We have been very happy with him. If you want his name and #, let me know.

Posted 9/20/14 10:50 PM
 

Mrs&MrsK
i need sleep ;-)

Member since 2/14

2008 total posts

Name:
L

How do i begin searching for a financial planner

Are you in Suffolk , bak?

Posted 9/21/14 8:34 AM
 

BAK217
LIF Infant

Member since 8/14

320 total posts

Name:

Re: How do i begin searching for a financial planner

Sent you FM.

Posted 9/22/14 9:49 PM
 

Milerose
MY BABY!

Member since 9/06

4161 total posts

Name:
R

Re: How do i begin searching for a financial planner

Posted by BAK217

We have used a financial advisor for years. Initially we paid something like $200 or $300 (I really don't remember)
for him to draw up a financial profile specifically tailored to us. Then we have met with him at least once a year to go over our investments and make changes as needed. We don't pay him directly. He gets a % of our investments. We have been very happy with him. If you want his name and #, let me know.



Same exact here...

Posted 1/29/16 10:38 AM
 

hmm
November Girl

Member since 1/14

7860 total posts

Name:

How do i begin searching for a financial planner

now I need one, anyone in Nassau county

Posted 7/1/18 7:26 PM
 

Smiles111
...

Member since 12/06

1905 total posts

Name:

How do i begin searching for a financial planner

I know this post is really old but since it’s still at the top, in case it is helpful for anyone, look for a financial advisor who is a fiduciary and who is not commission-based.

Posted 12/6/18 10:54 AM
 

hmm
November Girl

Member since 1/14

7860 total posts

Name:

Re: How do i begin searching for a financial planner

Posted by Smiles111

I know this post is really old but since it’s still at the top, in case it is helpful for anyone, look for a financial advisor who is a fiduciary and who is not commission-based.



most charge a set % such as 1.5% from ones over all sum of money

Posted 9/24/19 6:42 PM
 
 

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