Financial Service Providers: Myself

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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.

Banks

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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?

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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!

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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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.

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

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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10 answers

Money for Retirement Account

Hi, just wondering what a reasonable amount of money is to put into one's retirement account? What type of account do you put it in?

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Retirement vs College

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