Does anyone use a financial advisor they would recommend?
trish101003
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Does anyone use a financial advisor they would recommend?
DH and I are thinking about going to a financial advisor but don't have any good recommendations. I just met with one that charges about $800 - $1,000 to do a financial analysis with recommendations and a plan for the future. Is this worth it?
MarcellaBella
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Re: Does anyone use a financial advisor they would recommend?
Who do you bank with? I used the financial advisor/planner at my bank and he was wonderful and full of knowledge.. I'd call up your bank branch and find out.. It's pretty silly to spend that kind of money when you can have a perfectly good one at your fingertips.
Good luck!
shelzyp
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Re: Does anyone use a financial advisor they would recommend?
Alot of f/a's are insurance brokers and will try to sell you insurance policy's
trish101003
Posted:
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Re: Does anyone use a financial advisor they would recommend?
I bank with Citibank, but I was nervous about using them for financial planning because I thought they may just be pushing their own products and not taking an independant view of our financial status. The advisor I met with is not an insurance broker, she's an independant advisor.
