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Sample Personal Finance Matches
(277 users used Respond last month to find a Personal Finance)
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 Additional details on Molli's request for Personal Finance in Van Nuys, CA
| | - | 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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Molli, looking for Personal Finance in Van Nuys, CA.  |
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Details: My aunt recently passed away, and left me with a relatively large inheritance. While my parents need to go through the probate process with the lawyers before I can actually get the money, I am starting to look for an advisor now. Generally speaking, I would prefer an advisor who respects my independent nature, and does not get intimidated or defensive if and when I question his/her advice, and/or choose to do things differently. Also, I am planning on attending graduate *** and becoming self-employed, so taxes may be a bit more complex. I am not interested in getting married and/or having children at this point in my life, but I do wish to provide for my niece and nephew in the future.
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Matched To:
- Signature Estate & Investment Advisors, LLC; Los Angeles, CA, 90067
Business Description: Successful wealth management is the result of an ongoing collaboration between investor and advisor,....
- He'e Nalu Investing, Inc.; Santa Monica, CA, 90401
Business Description: Our firm seeks the best returns possible for our clients in alignment with our clients’ investment g....
- Integrity-West / Financial Strategies and Insurance Services; Encino, CA, 91316
Business Description: Integrity-West / Financial Strategies and Insurance Services, is a Professional Financial Services c....
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Additional details on Alfredia's request for Personal Finance in Alpharetta, GA
| | - | What advisory services are you looking for? | | | | - | What is the size of your current portfolio? | | |
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Alfredia, looking for Personal Finance in Alpharetta, GA. |
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Details: This year I will turn ** years old. I am unmarried, with no dependents. I have never personally invested or utilized any investment vehicle source. I am extremely concerned about having enough money, in addition to Social Security, to comfortably sustain myself at retirement. I know if I do not take steps now to allow my money to grow, a shortage of needed funds will definitely be the undesired and regrettable outcome. Being a very late-starter, I need a financial advisor to manage my life savings and help it to grow the quickest with minimal risk of loss. Thank you.
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Matched To:
- Raymond James Financial Services; Roswell, GA, 30076
Business Description: At our firm, we do more than just manage investment portfolios. We serve as your trusted advisor as....
- Wiser Wealth Management, Inc; Marietta, GA, 30060
Business Description: VISIT OUR WEBSITE AT WWW.WISERINVESTOR.COM
Wiser Wealth Management, Inc is a fee-only inve....
- The Milner Group; Lawrenceville, GA, 30043
Business Description: A family business dedicated to providing insurance and financial solutions for clients.....
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Additional details on Robert's request for Personal Finance in Bolton Landing, NY
| | - | What advisory services are you looking for? | | | | - | What is the size of your current portfolio? | | |
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Robert, looking for Personal Finance in Bolton Landing, NY. |
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Details: I am relocating to this area, and I am very interested in finding a Financial Advisor that I can meet with face to face and discuss things with. I travel a lot with my work and so currently I am in China, will be heading to Japan, then Russia. You can call and I will answer when I can, but do to time differences may find discussing things a bit difficult. I am going to be in the area again the week of Thanksgiving calls may be best then, otherwise e-mail will work too until then to set up everything.
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Matched To:
- WrapManager, Inc; San Francisco, CA, 94103
Business Description: A great way to find professional money managers.
"WrapManager offers the most help in selecti....
- Zacks Investment Management; Chicago, IL, 60606
Business Description: Zacks Investment Management, a wealth management boutique, is one of the world’s leading experts on ....
- Bill Losey Retirement Solutions, LLC; Wilton, NY, 12831
Business Description: Headquartered in New York State, Bill Losey Retirement Solutions, LLC helps pre-retirees and retiree....
- Appomattox Advisory, Inc.; New York, NY, 10022
Business Description: ....
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