Anonymous
Post 08/19/2013 10:06     Subject: How do I find a reliable financial planner
Try posting your request on the Money and Finances forum also. I've gotten numerous great tips there.
Anonymous
Post 08/19/2013 10:05     Subject: How do I find a reliable financial planner
I would only work with a fiduciary.
Anonymous
Post 08/19/2013 10:03     Subject: How do I find a reliable financial planner
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?
Anonymous
Post 08/19/2013 09:59     Subject: How do I find a reliable financial planner
We got great advice from a vanguard advisor. It's free if you have enough assets.
Anonymous
Post 08/19/2013 09:54     Subject: Re:How do I find a reliable financial planner
Bumping this old thread in hopes of getting fresh suggestions for a fee based financial planner in montgomery county. Need advice quick! Thanks
Anonymous
Post 09/27/2011 17:11     Subject: How do I find a reliable financial planner
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.
Anonymous
Post 09/27/2011 15:57     Subject: How do I find a reliable financial planner
Me too. Most just try to sell whole life insurance policies.
Anonymous
Post 09/27/2011 15:51     Subject: How do I find a reliable financial planner
Looking for the same in MoCo!
Anonymous
Post 09/27/2011 15:26     Subject: How do I find a reliable financial planner
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!