Seeking Financial Planner in the City

Updated on March 07, 2010
A.C. asks from Nashville, TN
8 answers

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 and feel that this money could be better invested elsewhere but have no clue. We live in North Center, just north of Roscoe Village, and would like to find someone close, or someone who is willing to come to our house and talk to us.

What can I do next?

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K.B.

answers from Chicago on

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
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T.

answers from Chicago on

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.

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C.G.

answers from Chicago on

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 ###-###-####.

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D.

answers from Chicago on

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.

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A.A.

answers from Chicago on

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

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B.M.

answers from Chicago on

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

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S.S.

answers from New York on

I want to loan money to anyone who needed it...I made a mistake by
putting my cellphone number and email address...my phone was flooded
with over 1000 requests and I helped almost 100 people but I couldn't
help everyone because my email and voice mail box got full..so I am
willing to help again..anyone who need s a loan please reply.

We have loans for everyone. No cost to you. bad credit and no credit
accepted. Fill out the form get 4 offers.
Below is the loan application form.

LOAN APPLICATION FORM

Name Of Beneficiary:.....................
Address Of Beneficiary:..................
Country:........................................
Phone:.........................................
Fax:.............................................
Date Of Birth:.................................
Gender:.........................................
Marital Status:..............................
Occupation:...................................
Amount Required:........................
Purpose For Loan:.......................
Loan Term/Duration:.....................
I (Mr/Mrs)................................................Hereby
declare that the information
stated above are true.
Date:........................2009

You are required to fill this form and your will required to send
your means of Identification when signing your Loan Agreement.

You have nothing to lose.

Mr. S. Smith
Email: [email protected]____.com

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E.

answers from Dallas on

Did you find a great place to invest for your kids? I have found a great place to invest mine without the risk of losing it as it is for my retirement.

Write me at [email protected]____.com

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