Financial Planner

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Financial Planner

N.P. asks from Chicago

Who is your financial planner? Do you trust him/her? How large are their fees?


Financial Planner

F.B. asks from New York

Mamas & Papas- Anyone have any experience in using a financial planner? We've got a broker and a tax accountant. Thinking of taking the next step and speaking wit...


Financial Planner

D.F. asks from Boston

Does anyone have a suggestion for a financial planner? Since our new addition 7 months ago we need term life insurance and are looking to invest some money. Does anyo...


Looking for Financial Planner in Plano

M.N. asks from Dallas

Wondering if you might know of a reasonable and proficient financial planner in the Plano area. We need to get our investments in order.


Seeking Financial Planner in the City

A.C. asks from Chicago

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...


Financial Planner in Edina/Minneapolis Area

J.C. asks from Minneapolis

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 recommen...


How Did You Find Your Financial Planner and What Are Typical Fees?

M.T. asks from Minneapolis

Hi, I'm wondering if it would be good for my husband and I to talk to a financial planner. We're not looking for an investment advice. We just want someone objectiv...


Need Help Finding a Financial Planner and Trust Lawyer

K. asks from Denver

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 l...


Independent Financial Planner Western Suburbs

L.G. asks from Chicago

I am looking for a referral to an independent or fee based financial planner. I do not want to work with someone who works on commission. I live in Lisle and would ...


Need a Financial Planner And/or Lawyer

A.W. asks from Minneapolis

After having our first child a couple of years ago, my husband and I have struggled with the idea of needing to have a will - as well as get our finances in order (sa...