Financial Planner
Results 1-10 from 149 articles
Looking for Financial Planner in Plano
Asked by M.N. from Dallas
on November 22, 2006
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Wondering if you might know of a reasonable and proficient financial planner in the Plano area. We need to get our investments in order.
Answers
- I am just starting down the financial planning road but I use Clarence Elliott. He is with Edward Jones Financial here in Plano. He is located at: 151 W. Spring Cre...
- -Mark Stegman with Ameriprise Financial in Plano is awesome, he will make your dreams come true. He can be reached at- ###-###-####
- Hi. I have a friend named Kathy Bauers who is a financial planner and would be happy to help you out. She is great! Here is her email: ____@____.com Just let her ...
Seeking Financial Planner in the City
Asked by A.C. from Chicago
on April 6, 2007
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I am looking for a good Financial planner to help figure out how to best save for our children's college. We have a good chunck of money sitting in a savings account ...
Answers
- 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 thro...
- 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 fo...
- 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...
Financial Planner in Edina/Minneapolis Area
Asked by J.C. from Minneapolis
on April 28, 2006
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I'm looking for a great financial planner in the Bloomington/Edina/Minneapolis area but am willing to drive further for the right person. Does anyone have an recommend...
Answers
- My Name is A. Helgerson & I am a Financial Advisor With Merrill Lynch in Downtown Minneapolis. My team and I focus on Clients in need of a Total approach to meeting t...
- My husband and I go to Elizabeth Owens with Ameriprise Financial. She is wonderful and has straightened out our finances and has put together a great financial plan f...
- Okay, I know its not quite in your requested area, but we have been very happy with Jeremy Dobson (Ameriprise Financial) in New Brighton. Its a bit of a drive for us,...
Need Help Finding a Financial Planner and Trust Lawyer
Asked by K. from Denver
on February 19, 2008
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Hi everyone!
Does anyone have any good recommendations for a financial planner and/or trust lawyer? I just had my first child and my husband and I need to get our li...
Answers
- K., are you a moxie mom? If so, (it's not that expensive if you aren't--$50), you get 20% off with Kurt Hofgard, who specializes in estates: http://www.estateplanning....
- Hey K.! I am new to mamasource and happened by your request shearly by chance. I have a wonderful financial planner for my husband and I. We have two girls (3 and...
- I don't have a financial planner to recommend, but I work at a terrific law firm (Holland & Hart) with some nationally ranked estate/trust attorneys as well as tax att...
Seeking Wealth Manager or Financial Planner and Tax Advisor
Asked by D.L. from Dallas
on July 21, 2005
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I am looking for a trustworthy person/company who can help us with financial planning..including wealth management and tax advice. I've been doing our own tax returns...
Answers
- I would like to refer you to a wonderful financial planner my husband and I use. We live in Denton but travel to Dallas twice a year to review our accounts. His name...
- Hi, D.. I tried to respond with a referral but the system wouldn't recognize Lewisville as an acceptable city in Texas. Anyway...I recommend Ken Orbin of Orbin & C...
- Hi there. I have a referral for you but I only have the email address with me. Ms. Jeanne Dunlap is a good accountant. I was referred to her for help this next year...
Financial Aid Application Information
Asked by R.M. from Miami
on February 14, 2008
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My son has 17 years old and he has a senior,what's the best time to fill for financial aid
Answers
- The sooner the better. That way you can check out your scholarship options.
- You can start now. Here is the website http://www.floridastudentfinancialaid.com/ There is also Bright Futures in the state of Florida if he has a GPA 3.0 and higher...
- I am a daughther who is 17 years old and also a senior. I already sent the papers for the financial aid. The school counselor is the person in charge for this applic...
I Need a Recomendation for a Financial Advisor
Asked by A.M. from Miami
on June 11, 2009
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Dear Moms, I need you to recommend me a financial advisor since I need to make a desition between selling a rental property that is not rented to pay debt or wait unti...
Answers
- Why is the property not rented? I'm not a financial advisor, but I have bought and sold many houses and now is not the time to sell anything. At this point things ca...
- Hi A., I am a financial advisor in downtown Ft. Lauderdale. I would be happy to work with you and your husband. An initial consultation is always complimentary. ...
- Hi Aliia, I would call my best friend Scott Miller and talk with him. He is a realtor, a business man, and very knowledgeable about the market, our financial times, ...
Seeking a Financial Counselor
Asked by L.S. from Austin
on January 31, 2008
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Hi everyone, my husband and I have very different views of handling money. Tension comes up because we have such different emotional and psychological connections to m...
Answers
- I work with some one who is sharp about the money. His name is John Paul Krueger. His cell is ###-###-####. L. McKinney Keller Williams Agent ###-###-####
- L., It looks like you have some good suggestions already. I have recently begun a website, thefinancialwoman.com, that will offer teleseminars to teach women about in...
- Ray Lynch ###-###-#### ____@____.com Oh My gosh, I can't say enough good things about this guy, he's helped us so much. He's a Financial Advisor with Edward Jones...
Looking for an Experienced and Trustworthy Financial Adviser & Accountant
Asked by P.M. from Los Angeles
on May 31, 2009
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Due to being new to Simi Valley, I am looking for a financial adviser and an accountant to help myself and my husband coordinate our financial profolio. Having three ...
Answers
- Hi P., Welcome to Simi! I moved here about 7yrs ago, and LOVE it! I know this isn't what you're looking for, but this coming Tuesday, from 9am-12n, the MOMs Club wi...
- Hi P. I can definately help you out. I came from out of the country and used to have my brother-in-law handle my affairs. He has since retired and it took a long ti...
- Hi P., I just saw your post and I can help. My husband is a financial advisor and CPA. Actually he is an attorney, CPA and Certified Financial Planner. He specializ...
