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leap29
LIF Toddler
Member since 12/05 399 total posts
Name:
D
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Need a reputable financial advisor??
how do i go about finding one???
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Posted 1/12/07 2:09 PM  |
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jellybean78
:)
Member since 8/06 13103 total posts
Name:
Mommy
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Re: Need a reputable financial advisor??
Check with your bank. Also if you contribute to the 401K sometimes the plans have Financial Advisors that they can refer you to.
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| Posted 1/12/07 2:10 PM |
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june262004
But I love the Snow!
Member since 5/05 15379 total posts
Name:
Kristin
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Re: Need a reputable financial advisor??
Sending you an FM 
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| Posted 1/12/07 2:15 PM |
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zeta1996
YUMMY!
Member since 9/06 2365 total posts
Name:
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Re: Need a reputable financial advisor??
I used to work for a financial firm. I could give you a recommendation if you are interested. I used to work for Wachovia. It was located in Southampton but many of the advisors will travel to meet you. FM if interested!
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| Posted 1/12/07 2:45 PM |
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DaniJude
You're My Home <3
Member since 11/06 14815 total posts
Name:
Danielle
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Re: Need a reputable financial advisor??
I'm sending you a FM 
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| Posted 1/12/07 2:51 PM |
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leap29
LIF Toddler
Member since 12/05 399 total posts
Name:
D
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Re: Need a reputable financial advisor??
thanks ladies...just waiting for your FMs...
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| Posted 1/12/07 2:56 PM |
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jozieb0925
Double Trouble!
Member since 5/05 4358 total posts
Name:
Josie
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Re: Need a reputable financial advisor??
My dh is a FA...feel free to fm me if you are interested..
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| Posted 1/12/07 2:57 PM |
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MsG
Should be working
Member since 5/05 2824 total posts
Name:
G
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Re: Need a reputable financial advisor??
One word of advice - try to work with someone who charges a flat fee, not a percentage of your investments. Just my honest opinion.
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| Posted 1/12/07 3:48 PM |
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NCMom
LIF Infant
Member since 9/06 160 total posts
Name:
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Re: Need a reputable financial advisor??
Posted by MsG
One word of advice - try to work with someone who charges a flat fee, not a percentage of your investments. Just my honest opinion.
I agree with this. Also I suggest that you interview several planners/ advisor and work with the one that you feel most comfortable and trust.
Remember, however the planner sets themselves up...(fee or commisision) they are running a business and need to make money. Find somebody you can trust and allows you the flexibility to always move on if things dont work out
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| Posted 1/12/07 5:14 PM |
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