Financial Service Providers

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8 answers

Seeking Financial Planner in the City

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.


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25 answers

Do You Love Your Bank?

We are looking at switching banks from Bank of America. We could bank with USAA, but the fact that there is no brick and mortar bank kind of freaks me out. Chase just gave us a $150 offer for signing up for their checking account. I don't want to go with a local bank (I don't think) because we may not be in our current location for very long. We just need a personal checking account and savings accounts. What say you?


Bank of America

Hi there. Does anyone know how to print out a copy of a cancelled check from...

CPA & Tax Accountants

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9 answers

Looking for CPA

Hello moms, my husband and I are currently looking for a well recommended CPA (Certified Public Accountant) in the pompano Beach, Boca, DeerField, North Lauderdale, Coral Springs, Coconut Creek area. If you have worked with one or a team that you have trusted and had a great experience with, we would love to know. Please share him/her/them with us :) Thanks a bunch, C.

Credit Counselor

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15 answers

Credit Card Debt

anyone have any experience with credit card consolidation? Are credit card debt is starting to be too much, and we can't use a equity loan to help may down are debt. I have stopped using all credit card use and try to cut down spending. Any advice on any experiences with credit card consolidation firms or advice in similar situations will be helpful. thanks.

Estate Planning Attorney

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3 answers

Looking for an Estate Planning Attorney

Hello, My husband and I want to set up a will and living trust. Our house is tied up in a trust which my husband's parents control. THere are tax issues that We need explained. We need an attorney in the woodland hills-encino-tarzana area who can explain things in plain english and not be the most expensive lawyer on the block. Any advice or referrals would be appreciated!


Real Estate Agent

Currently, I'm selling my home "for sale by owner"... does anyone know of an...

Family Law

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6 answers

Good Divorce Lawyer in Brandon/Tampa

I am helping a friend do some research to find a good divorce lawyer and told her I would ask on here. It's an abusive relationship with two kids involved. She needs someone that can be agressive, as her husband will not handle this rejection well and will most likely use the children and their assets to get back at her. Also, do you have any info (good/bad) on a lawyer named MARY QUINN located downtown?

Financial Planner

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Insurance Agent

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7 answers

Disability Insurance - Agent

Does anyone have a recommendation for an insurance agent that they like and trust? I need to update my disability insurance, which I originally purchased in another state so I can't use my previous agent. thanks

Mortgage Broker

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20 answers

I Am Seeking a Good, Honest, Mortgage Broker.

Hi Everyone, I am wondering if any of you have had any good luck with a mortgage broker in the area? My husband and I are looking to buy our first house in Westminster/Broomfield area in a couple of months and we need an honest, trustworthy mortgage broker. A true Christian would be a plus, but if not, at least someone with values that is trustworthy and not looking to scam us out of money with unnecessary fees! If you have any ideas, please help! We want our first house buying experience to be a positive one! Thanks so much! T.

Real Estate Agent

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25 answers

Real Estate Agent

Currently, I'm selling my home "for sale by owner"... does anyone know of an outstanding real estate agent that I might sign on with? Thanks!

Retirement Planning

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5 answers

Tips for Planning a Retirement Party

So my father in law is retiring at the end of this month. My sister in law and I were thinking about throwing him a retirement party. First when would be a good time to throw it? Would it be ok to wait like a week or so after his actual retirement? Also he is an avid fisherman so I was thinking about throwing his party in a fishing retirement theme. So I've been searching for some ideas and haven't came up with much so I was wondering if anyone had ideas to use. For invitations I thought about finding a picture with him on a fishing trip...


Retirement vs College

Since there is a tension about this on the board, let's actually discuss it....