that works with a reputable firm. Long story short, we are in the process of putting all our retiremnt money in on place, Atlanta. We got recomended to this financial advisor and we are having some problems with his company. We did everything he told us and now the company do not want to accept 3 checks from 2 from Pain Webber and 1 from Banco Popular bank that were in an IRA in Puerto Rico. Hope someone can help us out.
I work for a financial planning outfit in Atlanta, GA. I don't know all the particulars of your dilemna, however, you can call the office @ 770-551-3400, between the hours of 8:30a - 5pm. I am the front office administrator for the frm and i would be more than happy to make an attempt to assist you with your needs. Give me a call if you would like to.
Rebecca
The financial adviser I've referred to a number of people is:
Glenn Rodney
work:770-850-0220 x. 102
cell: 770-841-1380
[email protected]
Each person I've referred Glenn to has been so thankful to me for making the connection.
Glenn is honest (not a salesperson), professional and very knowledgeable.
I hope this helps.
Good luck,
Lisa