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Recommendation - Financial Adviser
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Hofstra26
Love to Bake!
Member since 7/06 27915 total posts
Name:
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Recommendation - Financial Adviser
Can anyone recommend a good financial adviser? DH and I would like to speak with someone to make sure we have our finances in order before we make a decision about relocating. Thanks!!!
Message edited 1/4/2017 10:54:33 AM.
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Posted 1/4/17 8:44 AM  |
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alexb
LIF Adult
Member since 5/13 960 total posts
Name:
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Recommendation - Financial Adviser
Peter Sanoulis CRPC®
Wealth Management Advisor
Portfolio Advisor
Merrill Lynch Wealth Management
717 Fifth Avenue
New York, NY 10022
1-212-415-8855 - Office
1-800-666-3035 x8855 - Toll Free
1-646-867-1120 - Fax
NMLS#805686
[email protected]
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| Posted 1/4/17 11:37 AM |
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hmm
Sweet
Member since 1/14 8012 total posts
Name:
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Re: Recommendation - Financial Adviser
Posted by alexb
Peter Sanoulis CRPC®
Wealth Management Advisor
Portfolio Advisor
Merrill Lynch Wealth Management
717 Fifth Avenue
New York, NY 10022
1-212-415-8855 - Office
1-800-666-3035 x8855 - Toll Free
1-646-867-1120 - Fax
NMLS#805686
[email protected]
Can he advise even if you are not going to be handing over $500,000 for them to invest?
usually when attached to a company such as Merrill you must be willing to invest with them or they dont help you plan for the future
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| Posted 1/4/17 11:47 AM |
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Dani
Life is about choices.
Member since 5/05 6532 total posts
Name:
Dani
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Re: Recommendation - Financial Adviser
I love love love my guy. Let me find out what the policies are about that before I recommend him.
He takes his time to explain everything without making you feel like less of a human or irresponsible adult if you don't know 
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| Posted 1/4/17 12:00 PM |
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Hofstra26
Love to Bake!
Member since 7/06 27915 total posts
Name:
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Re: Recommendation - Financial Adviser
Posted by Dani
I love love love my guy. Let me find out what the policies are about that before I recommend him.
He takes his time to explain everything without making you feel like less of a human or irresponsible adult if you don't know
Thank you!!!!!!!!!
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| Posted 1/4/17 12:25 PM |
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PhyllisNJoe
My Box Is Broken
Member since 6/11 9145 total posts
Name:
Phyllis
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Re: Recommendation - Financial Adviser
Andy Heyman
His office is located in east meadow.
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| Posted 1/4/17 2:07 PM |
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