How do I find a reliable financial planner

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[Post New]09/27/2011 15:26
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Anonymous
Our family financial planner is out of state and has become a little unreliable of late. We'd love someone who can help us plan and think wisely about our investments, especially for future college tuition, retirement planning and so on. Recommendations would be welcomed--especially in DC--but I'd also be happy to hear any thoughts on how you found someone you trust.

Thanks!
[Post New]09/27/2011 15:51
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Anonymous
Looking for the same in MoCo!
[Post New]09/27/2011 15:57
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Anonymous
Me too. Most just try to sell whole life insurance policies.
[Post New]09/27/2011 17:11
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Anonymous
You need to go to a fee-based planner. Anyone working on comission will oversell you on products you don't need. I can't say enough good things about AFS Financial in Bethesda.
[Post New]08/19/2013 09:54
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Anonymous
Bumping this old thread in hopes of getting fresh suggestions for a fee based financial planner in montgomery county. Need advice quick! Thanks
[Post New]08/19/2013 09:59
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Anonymous
We got great advice from a vanguard advisor. It's free if you have enough assets.
[Post New]08/19/2013 10:03
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Anonymous
Anonymous wrote:We got great advice from a vanguard advisor. It's free if you have enough assets.


Thanks! Can you pass along the advisors name or location? Also what amount of assets qualify for free advice?
[Post New]08/19/2013 10:05
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Anonymous
I would only work with a fiduciary.
[Post New]08/19/2013 10:06
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Anonymous
Try posting your request on the Money and Finances forum also. I've gotten numerous great tips there.
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