5,168 Local Investment Advisors
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Investment Advisors Buyers Guide
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Financial Tools for College
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Do you have a son or daughter leaving home for college this fall? Along with the requisite cell phone, CD/DVD player and wardrobe, are they prepared for the money needs they will now...
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Sample Investment Advisors Matches
(446 users used Respond last month to find a Investment Advisors)
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 Additional details on Bob's request for Investment Advisors in Germantown, MD
| | - | 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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Bob, looking for Financial Advisor in Germantown, MD.  |
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Details: at first I'd like some info...
I'm in the market for someone that can provided me guidance in financial advise. I work for EDS, an HP company, am ** yrs and need to put a plan in place. I have about ***,*** in various monetary assets plus about ***,*** from the sale of my home.
As I go thru this interview process, I have a couple of up front questions.
*. The cost of doing business with you (how you get paid)
*. Basic idea as to how you would invest these monies for me.
*. How liquid are the funds
*. What is the size of the portfolio you manage
*. How active do you manage these accounts
*. What experience do you have
*. What licenses do you hold
*. Can you only recommend a limited number of products or services to me
Thank you. You can call any time..
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Matched To:
- The Benjamin Financial Group, Inc.; McLean, VA, 22102
Business Description: To build long lasting relationships with clients based on security, trust, dedication and commitment....
- Sagemark Consulting/Lincoln Financial Advisors; Vienna, VA, 22182
Business Description: We help our clients achieve a sense of comfort toward the attainment of their financial objectives b....
- Ferguson Asset Management, Inc.; Potomac, MD, 20854
Business Description: Ferguson Asset Management, Inc. is an independent wealth management firm and a registered investment....
- Research Financial Strategies; Rockville, MD, 20850
Business Description: Research Financial Strategies Takes a Holistic Approach
RFS gives you the ability to organize....
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Additional details on Larry's request for Investment Advisors in San Diego, CA
| | - | What advisory services are you looking for? | | | | - | What is the size of your current portfolio? | | |
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Larry, looking for Financial Advisor in San Diego, CA. |
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Details: looking for a fee only planner to help with asset allocation, financial trade studies, and retirement planning. Fee must be based on an hourly rate and not net worth. I am generally looking for advice that I can act on myself as opposed to someone to `handle` my $/investments.
I believe much of this work could be handled remotely (through telephone, email, and infrequent face-to-face visits), so I am not against having a planner located a significant distance from my home or office. Thus I would consider someone as far North as in Orange County CA (Fountain Valley, Newport Beach, Costa Mesa Area). I might also consider someone out of state dependant on the quality/cost of the planner and his/her abilities.
Thanks
Larry
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Matched To:
- Peelle Financial & Insurance Services; San Diego, CA, 92121
Business Description: Peelle Financial & Insurance Services is dedicated to providing clients with professional financial ....
- Creative Capital Solutions Inc; San Diego, CA, 92109
Business Description: Full financial planning services are available by a people friendly certified financial planner to h....
- Pure Financial Advisors, Inc.; San Diego, CA, 92108
Business Description: Pure Financial Advisors, Inc. is a Registered Investment Advisory firm. The financial planners of Pu....
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Additional details on Steve 's request for Investment Advisors in Seattle, WA
| | - | 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 Advisor in Seattle, WA. |
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Details: My wife and I are considering the services of an Investor
Advisor. Not only are we looking for guidance in our
future financial planning, we are looking for
direction in today's economy in a "real time" way.
Things seem to be changing by the hour.
We're not wanting to discuss stocks too much.
We want some direction and perspective for what's
happening today.
Would you be able to help in this regard?
Questions:
Education?
Do you charge for the initial consultation?
What are your fees?
How long have you personally been advising?
Where?
Thank you.
********
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Matched To:
- Synergy Financial Management, LLC; Seattle, WA, 98104
Business Description: Synergy Financial Management, LLC (SFM) is a financial planning and Registered Investment Advisory f....
- Sound Consulting Services; Bellevue, WA, 98004
Business Description: At Sound Consulting Services (SCS) our mission is simple: to provide personalized investment advice ....
- Perry L. Smith Consulting; Bellevue, WA, 98004
Business Description: We help high net worth individuals, professionals, small business owners and women investors in thei....
- Collier, Sustainable Wealth Management; Seattle, WA, 98133
Business Description: FREEDOM TO PURSUE YOUR LIFESTYLE
Your personal finances should give you personal freedom ? the ....
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You Provide Basic Information Such As: |
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Your Investment Goals |
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Income/Investment Amount, & |
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Other Relevant Details |
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Qualified Investment Advisors Are Evaluated To Match Your Needs |
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Respond, using its proprietary technology, pre-screens Investment Advisors who match your needs |
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Investment Advisors compete for your business. You get the best advice and service. Compare, Evaluate and Invest! |
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