Financial Adviser Needed

Updated on November 25, 2008
D.Q. asks from Irving, TX
4 answers

My husband & I have decided we want to move up north w/in the next 5 years or so. We know what we need to do financially to make that happen, but we're not sure the best way to go about it. Any advice on a reliable, legit financial adviser??? Preferably in the Carrollton or North Dallas, (635 & Josey), area. What about the Dave Ramsey team??? Thanks!!

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Smallavatar-fefd015f3e6a23a79637b7ec8e9ddaa6

T.O.

answers from Birmingham on

Ameriprise Financial will charge a flat fee .... I think about $500 (though sometimes there's a discount with Costco or American Express Platinum) and Chris gives very good advice and planning.

###-###-####
[email protected]____.com

Smallavatar-fefd015f3e6a23a79637b7ec8e9ddaa6

K.M.

answers from Dallas on

I recently transferred my retirement IRA, 401K rollover as well as most of my other financials to an advisor who has become a trusted friend. Young guy, very, very sharp, and I originally went with him because he charges me much, much less than the big guys.

Call him and visit with him, and tell him I sent you. Stephen Clayton - ###-###-#### I like him enough I had my Mother call him from El Paso. She transferred all her retirement programs to him.

K.

Smallavatar-fefd015f3e6a23a79637b7ec8e9ddaa6

M.M.

answers from Dallas on

Call Dave Ramsey's office!!! They will do what's perfectly best for you and your situation and give you a plan to save money and make sound decisions. www.daveramsey.com

He also has endorsed local providers in Dallas.

Smallavatar-fefd015f3e6a23a79637b7ec8e9ddaa6

E.L.

answers from Dallas on

D.:

My husband is a financial planner and advisor with Northwestern Mutual. Give him a call! Jason Luck ###-###-####.

Best wishes!
E.

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