financial planner
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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...
Career and Parenting...
Asked by H.W. from Roanoke
on May 24, 2007
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I am 25 years old and I own a daycare facility. I have been doing it for 2 years now. I have a 4 year degree in Criminal Justice Administration as well. Now I am be...
Answers
- Wow, you sound like one of those people I envy....boundless energy and determination to be successful in everything you pursue. However, as much as we tell ourselves ...
- You are an adult now and apparently doing very well. Your mom's opinions are just that- opinions. Your daughter will benefit from seeing her mom's success.
- H. I am now a mom of a 15 year old boy and I can tell you I worked alot durning those younger years and missed so very much of the great stuff. And I can see now how t...
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...
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,...
