Toggle navigation
Toggle navigation
Home
DCUM Forums
Nanny Forums
Events
About DCUM
Advertising
Search
Recent Topics
Hottest Topics
FAQs and Guidelines
Privacy Policy
Your current identity is: Anonymous
Login
Preview
Subject:
Forum Index
»
Money and Finances
Reply to "Recommend a Fee for service Financial Advisor, not investment manager?"
Subject:
Emoticons
More smilies
Text Color:
Default
Dark Red
Red
Orange
Brown
Yellow
Green
Olive
Cyan
Blue
Dark Blue
Violet
White
Black
Font:
Very Small
Small
Normal
Big
Giant
Close Marks
[quote=Anonymous][quote=Anonymous]Would like to talk with a financial advisor to help us map out a plan and give advice about where we are financially. I called one well-known group and they tell me they are investment managers although they will give us a "portfolio review." We are pretty good with our money (spending less than we make)so far but we don't really have any idea how much we need for retirement, whether we should be doing X, Y or Z for college saving, etc., etc. Can you recommend anyone? -- prefer it to be in Va, but will travel to Md.[/quote] All Registered Advisors offer, or should offer, that service for a fee. I work for an Advisor and he does this for people, charges them an hourly rate. I'm in MD. And you don't have to be an existing client, but you will have to fill out a bunch of Disclosure paperwork which is a FINRA requirement. I'm guessing you're talking about Edelman? [/quote]
Options
Disable HTML in this message
Disable BB Code in this message
Disable smilies in this message
Review message
Search
Recent Topics
Hottest Topics
