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- Make investments on advice from friends or market rumours
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Sample Financial Planner Matches
(357 users used Respond last month to find a Financial Planner)
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 Additional details on Anael's request for Financial Planner in Van Nuys, CA
| | - | What advisory services are you looking for? | | | | - | What is the size of your current portfolio? | | |
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Anael, looking for Financial Planners in Van Nuys, CA.  |
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Details: I`m looking to be smart this time around about saving, planning and investing for any future job loss, retirement and purchase of a home cash. I wanted to gain some advice. I currently have a savings account through ING where I will be planning on saving $*** per paycheck, but I wanted more information as to how I can maximize my momey to save more. Friends have pointed me to Merrill Lynch and Morgan Stanley, but they are seem the same to me and I don`t want someone who just takes a commission and never talks to me, I want to be able to learn about my investments and make some of my own decisions once I get the hang of it.
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Matched To:
- Scott Wealth Management Group, Inc.; Irvine, CA, 92606
Business Description: My mission is to help provide financial security and peace of mind for my clients & their heirs.....
- MetLife; Irvine, CA, 92614
Business Description: My goal is to provide families and business owners with assistance in reaching their definition of f....
- He'e Nalu Investing, Inc.; Santa Monica, CA, 90401
Business Description: The clients of He'e Nalu Investing, Inc. achieve superior results through asset allocations that har....
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Additional details on Steve's request for Financial Planner in Broken Arrow, OK
| | - | What advisory services are you looking for? | | | Portfolio Management | | Retirement Planning |
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| | - | What is the size of your current portfolio? | | |
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Steve, looking for Financial Planners in Broken Arrow, OK. |
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Details: I would like the option to pay for hourly consulting. I can invest in just about any product I'll need through a Fidelity account, so I don't need the benefit of a "full-service" broker to buy and sell securities. What I am looking for is monthly / quartlery assessments of my ***(k) and non-retirement investments to make sure I'm staying balanced in risk and asset classes. I see this is an hourly consulting relationship. Please match me only with planners who can / are willing to work under this type of relationship. You can call me during the evening hours.
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Matched To:
- Axa Advisors; Tulsa, OK, 74135
Business Description: Our mission is to help individuals develop financial objectives,and achieve those objectives through....
- Regent Financial Services, Inc.; Tulsa, OK, 74137
Business Description: Our passion is help you achieve your dreams and overcome your fears through creative personalized f....
- Financial Solutions; Tulsa, OK, 74135
Business Description: Our company...
is comprised of financial professionals who offer quality insurance and finan....
- Puckett Financial Advisors, LLC; Oklahoma City, OK, 73114
Business Description: Our mission is to make a long-term difference for our clients by consistently building up both their....
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Additional details on Barbara's request for Financial Planner in Tucson, AZ
| | - | What advisory services are you looking for? | | | | - | What is the size of your current portfolio? | | |
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Barbara, looking for Financial Planners in Tucson, AZ. |
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Details: I have ***,*** in mutual funds with American funds, First Eagle and Franklin. In addition that money I have **,*** in Real estate investments. At this point I have a small business with The Trager Approach where I work out of my home. I have been recreating my life after a divorce four years ago. I am also a R.N.(registered nurse) and want to found some kind of employment that will match my abilities. I want to discuss about the investments i have made. You can call me during the afternoon on Tuesday. I cannot give you the exact time as it varies.
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Matched To:
- Running Wealth Management Group, Inc.; Tucson, AZ, 85741
Business Description: As an independent advisor, I create unbiased customized investment strategies to help build, manage,....
- Jim Hannley, LLC; Tucson, AZ, 85745
Business Description: Our mission is to provide immediate personalized service with the highest quality institutional weal....
- Treiberg Wealth Management, Inc.; Tucson, AZ, 85718
Business Description: We help clients create, grow, protect and distribute wealth in the most efficient manner possible, b....
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