Seeking Financial Planner in the City

Hi A. ,

Its never to early to worry about college . Have you and your husband thought about a college bound account , I have 2 tot boys and we have 2 accounts through Morgan Stanley ( just for college ) we make 1 to 2 dep a year into this account and they do all the investing . If you would like more info let me know .

K.

1 mom found this helpful

Hi A.-
My husband is actually a financial planner and has set up college plans for a bunch of our friends. He said he'd be more than happy to talk to you on the phone to see what your specific needs are if he can help you out, he will! Give him a call at ###-###-####.
Good luck!!
D.

My financial planner is also a trusted friend of the family. He set up my daughter's 529 plan as well as all of my retirement planning. He lives and works downtown but may be able to come meet with you at your place one evening.
His name is John Furjanic and he works through Banc of America Investment Services, Inc. (a sub. of Bank of America). Here is his contact info:
John Furjanic
231 S. LaSalle St, Suite 945
Chicago, IL 60697
phone: ###-###-####
Good luck!
T.

We have loved working with Bob Sieja with New England Financial. He makes housecalls and has young kids himself so understands young parents' concerns! His number is ###-###-####.

Our Financial Planner, Todd, comes to our house. He is with AXA Financial which is located in Northbrook. We have been with him for 7 years now. We have used him for both the kids' college fund, our life insurance, our money market account. Plus we found a lawyer through him to do our wills and trust for the kids. He's a very nice guy and very helpful.
###-###-####

A., wahm of 2

We use Wachovia, our contact is Jeff @ Tel: ###-###-####. He covers it all with you step by step and explains it so well so s omeone like myself could understand.

Good Luck,
Barb