My husband & I have decided we want to move up north w/in the next 5 years or so. We know what we need to do financially to make that happen, but we're not sure the best way to go about it. Any advice on a reliable, legit financial adviser??? Preferably in the Carrollton or North Dallas, (635 & Josey), area. What about the Dave Ramsey team??? Thanks!!
Ameriprise Financial will charge a flat fee .... I think about $500 (though sometimes there's a discount with Costco or American Express Platinum) and Chris gives very good advice and planning.
(817) 428-9898
[email protected]
Daniele:
My husband is a financial planner and advisor with Northwestern Mutual. Give him a call! Jason Luck 817-715-0384.
Best wishes!
Erin
Call Dave Ramsey's office!!! They will do what's perfectly best for you and your situation and give you a plan to save money and make sound decisions. www.daveramsey.com
He also has endorsed local providers in Dallas.
I recently transferred my retirement IRA, 401K rollover as well as most of my other financials to an advisor who has become a trusted friend. Young guy, very, very sharp, and I originally went with him because he charges me much, much less than the big guys.
Call him and visit with him, and tell him I sent you. Stephen Clayton - 972.245.1717 I like him enough I had my Mother call him from El Paso. She transferred all her retirement programs to him.
Kerry