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
(463 users used Respond last month to find a Financial Planner)
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 Additional details on Stephen's request for Financial Planner in San Diego, CA
| | - | What advisory services are you looking for? | | | | - | What is the size of your current portfolio? | | |
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Stephen, looking for Financial Planners in San Diego, CA.  |
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Details: I am currently with an a full service brokerage firm but feel that I don't get enough directional advise for my portfolio. What I don't want is someone to show me how to save or puts me in conservative mutual funds with little or no long term growth over the infation rate. I am looking for agressive advise on sector allocation, investments through ETFs, ETNs, some future trading and options. I need of course a margin account with good rates. I also like bonds but my current broker has me overweighted in Muni Bonds, which his firm specializes in. I have done OK on my own but realize that I am just about keeping up with inflation when I average all the gains and income with the bad judgements I have made which cost me dearly. I need a broker with experience in stop loss trading to avoid these costly mistakes. Ypu can call me during the afternoon.
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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 unparalleled profession....
- Lincoln Financial Advisors; San Ramon, CA, 94583
Business Description: We help you develop a personalized financial plan which includes Estate Planning, Investment Plannin....
- Chapman, Roper & Breslin LLC; San Diego, CA, 92130
Business Description: Discover a comprehensive wealth management partnership located in the north county of San Diego, CA ....
- Ken Stern & Associates; San Diego, CA, 92128
Business Description: Ken Stern & Associates is a direct money management company, providing investment services to indivi....
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Additional details on Donald 's request for Financial Planner in Genoa, OH
| | - | What advisory services are you looking for? | | | Retirement Planning | | Portfolio Management | | 401K Rollover |
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| | - | What is the size of your current portfolio? | | |
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Donald , looking for Financial Planners in Genoa, OH. |
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Details: I have Smith Barney and have had them for several years.I am getting close to retirement age but am concerned that my assetes are, or will not be adequate. It looks like my total has gotten to a certain amount,and then goes down and up, but can't seem to get over that 'hump'.I have a seperate *** through work from Wachovia. It, I think has done better but overall I am not satisfied with the results over the years.I need a trustworthy fiduciary advisor that I can rely on and know that my interests are #*!I really need to take hold of my finances at this point-in-time. I am very serious about this and open to your input.Please respond to my inquiry.
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Matched To:
- Raymond James Financial Services Inc, Member FINRA/ SIPC; Pettisville, OH, 43553
Business Description: Edward Roth believes in providing a level of service that goes far beyond the purchase or sale of an....
- Engler, Garrow & Roth, Ltd.; Maumee, OH, 43537
Business Description: Our mission is to partner with clients to establish and achieve financial goals through objective pl....
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Additional details on Elizabeth's request for Financial Planner in Monrovia, CA
| | - | What advisory services are you looking for? | | | Portfolio Management | | Retirement Planning | | Education Planning |
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| | - | What is the size of your current portfolio? | | |
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Elizabeth, looking for Financial Planners in Monrovia, CA. |
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Details: I am beginning graduate *** and have been granted over $**,*** a year in a loans and grants; I would like loan advisement, in terms of ideal payment plans, etc. I am also coming into $**,*** this year and $**,*** in three years from a lawsuit settlement, and I would like investment advice.
I expect to spend anywhere from * to * more years in *** and hope to come out of it with as little debt as possible (and, if at all feasible, some savings for buying a house, starting a family, et al.).
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Matched To:
- Ameriprise Financial; Pasadena, CA, 91103
Business Description: As an Ameriprise financial advisor, I believe success should be measured not just by your financial ....
- Paladin Registry; Rancho Cucamonga, CA, 91701
Business Description: You will get matched with multiple highly qualified, pre-screened financial professionals. A planner....
- Granada Capital Management, LLC; Granada Hills, CA, 91344
Business Description: Granada Capital Management, LLC is an independent
Registered Investment Advisor (RIA) in the Stat....
- 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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