Do You Make These Common Mistakes
When Handling Your Finances? - Accumulate costly credit card debt
- Not save for retirement or children's education
- Make investments on advice from friends or market rumours
Seek professional help - Secure your financial future
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Sample Financial Planner Matches
(200 users used Respond last month to find a Financial Planner)
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 Additional details on Randall's request for Financial Planner in Rochester, MI
| | - | This service is completely FREE to you, however, businesses pay a fee to participate. Please respect their time and money by submitting an accurate and serious request. | | | I understand a business may call to answer any questions or to setup an appointment. |
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| | - | What advisory services are you looking for? | | | Education Planning | | Portfolio Management |
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| | - | What is the size of your current portfolio? | | | | - | How do you prefer to pay for financial advice? | | | | - | What do you need help with? | | | I have assets to invest and am ready to hire a professional. |
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Randall, looking for Financial Planners in Rochester, MI.  |
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Details: Looking for a local to Rochester person to provide a portion of my IRA and after tax investments.
Looking for a person with knowledge on commodities, ETFs, alternative investing.
Looking for a well read and knowledgeable advisor - not just an institutional data dumper. Needs to have independant thinking, not tied into anyone only bank offered products.
Probably looking for someone with at least ** years of financial advising experience.
Please start by sending inquiries through email. I would prefer starting there instead of with the phone.
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Matched To:
- Paladin Registry; Troy, MI, 48085
Business Description: You will get matched with multiple highly qualified, pre-screened financial professionals. A planner....
- Farm Bureau Insurance Company of Michigan; Washington, MI, 48095
Business Description: OUR FOCUS IS 'YOU' ... let's face it, making insurance and retirement choices can be quite overwhelm....
- Casebolt Financial LLC; Novi, MI, 48377
Business Description: An independently owned, full-service financial services firm, specializing in retirement plans, IRA ....
- Center for Financial Mgt One, LLC; Troy, MI, 48084
Business Description: To help my clients be as prepared as possible for major life changes, such as sending their children....
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Additional details on Michael's request for Financial Planner in Fort Pierce, FL
| | - | This service is completely FREE to you, however, businesses pay a fee to participate. Please respect their time and money by submitting an accurate and serious request. | | | I understand a business may call to answer any questions or to setup an appointment. |
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| | - | What advisory services are you looking for? | | | | - | What is the size of your current portfolio? | | | | - | How do you prefer to pay for financial advice? | | | | - | What do you need help with? | | | I have assets to invest and am ready to hire a professional. |
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Michael, looking for Financial Planners in Fort Pierce, FL. |
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Details: because of essentially one realestate investment I am being bled .My funds are adequate but I am going to be on the street in *-* yearsat the rate we bare going through our asets. I am ** and my wife is **. My portfolio is managed by Fisher Investemnts and returning between * and **% per year. Remaining assets about ***,***. Essential docummetation is available. CPA is strictly a tax guru who agrees we are headed down but can;t give the adice we need. What say
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Matched To:
- CrossleyShear Wealth Management; Merritt Island, FL, 32953
Business Description: CrossleyShear Wealth Management and their employees are in the business to help people gain control ....
- Money Professionals Group, LLC; Melbourne, FL, 32935
Business Description: At Money Professionals we have a unique concept. We work FOR our clients.
We do not ea....
- Paladin Registry; Vero Beach, FL, 32960
Business Description: You will get matched with multiple highly qualified, pre-screened financial professionals. A planner....
- ING Financial Partners; Escondido, CA, 92025
Business Description: To provide the client with the service that they deserve.....
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Additional details on Ernest 's request for Financial Planner in Boston, MA
| | - | This service is completely FREE to you, however, businesses pay a fee to participate. Please respect their time and money by submitting an accurate and serious request. | | | I understand a business may call to answer any questions or to setup an appointment. |
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| | - | What advisory services are you looking for? | | | Retirement Planning | | Portfolio Management |
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| | - | What is the size of your current portfolio? | | | | - | How do you prefer to pay for financial advice? | | | | - | What do you need help with? | | | I have assets to invest and am ready to hire a professional. |
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Ernest , looking for Financial Planners in Boston, MA. |
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Details: My company was recently sold. As a result, I was given the ability to exercise about $***,*** in stock options. I have exercised about $***,*** of these options and sold the stocks.I'd like some advice on when/whether to exercise the remaining options, as well as how to invest the resulting proceeds. I'd also like some advice on whether/how to refinance my mortgage, as well as retirement planning. You can call me during the afternoon.
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Matched To:
- Boylston Capital Management; Boston, MA, 02129
Business Description: My job is to create and manage a portfolio of individual securities which will provide superior long....
- Park Avenue Securities, LLC; Hingham, MA, 02043
Business Description: Solutions for Life.....
- Galway Financial Services; Holliston, MA, 01746
Business Description: My objective is to simply improve the financial results and education of my clients. This is true if....
- Integrated Financial Partners, Inc./Lincoln Financial Advisors; Concord, MA, 01742
Business Description: Helping you improve your inocme & significantly impact your quality of life through the coordination....
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