Financial Service Providers

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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

N.P. asks from Chicago

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


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...


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...


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.


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...


Disability Insurance - Agent

A.M. asks from Chicago

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 ...


Do You Love Your Bank?

J.T. asks from Chicago

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 ju...


Expectations from CPA Financial Advisors and Tax Accountants

S.H. asks from Santa Barbara

Are there any companies that handle investments and taxes? I would really like a person who does our taxes to be familiar with investments and visa versa. I was ex...