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Can anyone recommend a personal finance broker

HoosierCouple Posted:

Can anyone recommend a personal finance broker

I have a lot going on--- i am about to graduate law school (with loans) and we are trying to buy a house. I would love for someone to recommend a personal financier who I can meet with to get some help figure out budgeting for loans and find out more about a realistic budget to stay within while searching for homes.

Anyone ever been to one?

Were they helpful?


thanks ladies.
Chanwich Posted:

Re: Can anyone recommend a personal finance broker

I have one. His name is Chris and he is at Merrill Lynch. My dad's been using him forever and I used him to set up a Roth IRA. I'll see if I can find his contact info for you when I get home!

FutureWifey Posted:

Re: Can anyone recommend a personal finance broker

I personally do all my own fiances and planning, but if you need a fiancial planner, I would recommend First Investors. It's a trustworthy company.

ksugar44 Posted:

Re: Can anyone recommend a personal finance broker

I have a great one I'll FM you.

thefloreswedding Posted:

Re: Can anyone recommend a personal finance broker

i dont have a financial planner, but i DO have a great mortgage loan officer. He is going to do my mortgage and hes very easy to talk to and HONEST...ive known him for about 5 years now and hes a straight up guy....let me know if you are interested in him.....

He can help you plan on what you need to do to buy a house down payment etc....(b/c the financial planner will most likely help you with your retirement, and getting more money saved up)

let me know thanks! and good luck sweets!

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