06-01-2005, 09:10 AM
| |||
| |||
 Re: Looking for a Financial Planner/Advisor in MetroWest/ Boston area Nikki wrote: - quote - > Hello
Hello to you. I don't know if you have found a financial planner in> I & my husband are looking for a financial planner,preferably in the > MetroWest/Boston area. > Does anyone have any referrals for both fee & commission based planners > ? > Anyone had any experience with Raymond James in Ashland ? > Thanks so much!! > Nikki your area but there may be a source that might prove to be very valuable to you. If you want a principle centered financial coach not pushing products but ideas to really help you meet your goals then I may have a suggestion. I have been in the mortgage business for over 25 years and know how valuable it is to be out of debt in 9 years or less including your mortgage and be in a very predictable state for retirement and other financial goals. This group I am referring to is a possible source for you I could highly recommend. Let me know if you are interested. They work with clients in your area and have over 100,000 clients nationwide. Have a grand day! Larry |
|
#-1
05-31-2005, 04:50 PM
| |||
| |||
| Looking for a Financial Planner/Advisor in MetroWest/ Boston area Hello I & my husband are looking for a financial planner,preferably in the MetroWest/Boston area. Does anyone have any referrals for both fee & commission based planners ? Anyone had any experience with Raymond James in Ashland ? Thanks so much!! Nikki |
| Tags |
| area, boston, financial, metrowest or, planner or advisor |
Similar Threads | ||||
| Thread | Forum | Replies | Last Post | |
| Financial Advisor question Rich LeGrand: Hello, We are using a fee-based financial planner and she increased her fees without telling us. I'm wondering that besides being a questionable... | Financial Planning | 4 | 03-11-2005 08:21 PM | |
| Should I get a independant financial advisor or go with h-r block CT: This is my first year filing taxes, we in 22% bracket. We got a house this year and we got a 1098 form. I posted earlier on and based on the... | Taxes | 6 | 02-11-2004 02:37 PM | |
| Fiancial Advisor, Chartered Financial Advisor, etc. Designations. Differences Between ? Robert11: Hello: Might someone describe the hierachy for the various "financial planner" type designations ? I understand there's a "Financial Planner,"... | Financial Planning | 3 | 01-26-2004 12:28 PM | |
| How Well Should a Financial Advisor be able to do in the currentmarket? Ben Cole: I'm wondering how to sift the reality from the hype when comparing Financial Planners. I have friends who claim their planner is getting them 14%... | Financial Planning | 2 | 09-28-2003 10:29 PM | |
| Thread Tools | |
| Display Modes | |
| |
Linear Mode
