Do You Make These Common Mistakes
When Handling Your Finances? - Accumulate costly credit card debt
- Not save for retirement or children's education
- Make investments on advice from friends or market rumours
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Financial Planner Buyers Guide
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Financial Planners - Planning for Your Financial Future
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Financial planning is all about assuring money for the things that we
desire. To achieve your financial goals and to have a constant money flow,
find a financial planner who can...
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Financial Planning Services
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Choosing a financial planner is a hard step in seeking financial services.
Therefore it is always recommended to find an experienced financial planner
who can review your status in...
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Personal Financial Planners
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Financial planning is one of the key component of personal finance.
Financial planners are professionals who help you deal with financial
issues. To know more about financial planners...
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Do You Need a Financial Planner?
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When it comes to the money, it's important that you find a financial
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Sample Financial Planner Matches
(276 users used Respond last month to find a Financial Planner)
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 Additional details on Rebecca 's request for Financial Planner in Houston, TX
| | - | What advisory services are you looking for? | | | | - | What is the size of your current portfolio? | | |
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Rebecca , looking for Financial Planners in Houston, TX.  |
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Details: Hi, my name is ********, but I am writing on behalf of my fiancée, Boris Bryant. We are looking for a financial/tax advisor for an upcoming discrimination lawsuit mediation he has scheduled for December **th, ****. My fiancée is looking to come into a large sum of money, very soon, and his lawyer who is handling his case said it would be best that we seek out a financial/tax advisor, because there is a certain Civil Rights Tax Relief Act that he can file to reduce the amount of taxes withheld from his settlement; as well as assistance in preparation of his taxes. We are also very interested in starting a financial portfolio after all of this takes place. We are going to require help with many aspects of our personal finance, including investment, taxes, retirement, and estate planning, and many more. If this is something that you feel you could assist us with, please contact me at information provided below. I look forward to hearing from you soon to discuss this matter further.
Thank you for your time,
********
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Matched To:
- Petra Benefits Financial Services, LP; Tomball, TX, 77377
Business Description: I listen to you. You have a unique situation and I will make sure I take care of you. I'm an indep....
- Edward Jones; Houston, TX, 77098
Business Description: Offering comprehensive financial service solutions tailored to fit your specific needs.
Edw....
- Edward Jones; Houston, TX, 77040
Business Description: If you think Edward Jones is like every other large investment firm, think again. We are a leader in....
- ProfessionalReferrals.ca Inc; Toronto, ON, M4L 1G9
Business Description: ....
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Additional details on Stephen's request for Financial Planner in Santa Clarita, CA
| | - | What advisory services are you looking for? | | | Portfolio Management | | Retirement Planning |
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| | - | What is the size of your current portfolio? | | |
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Stephen, looking for Financial Planners in Santa Clarita, CA. |
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Details: I work for an employee owned company with significant
retirement income every year (***,*** to ***,***.**).
The past policy has been to issue a cash distribution at
**% of the vested value in late November each year.
The policy has recently changed to issue distributions
of ** and **% of the vested value. Which means if you
have $***,*** vested you get a check for ***K+ in
November. My retirement will continue to grow with
them but not to the extent it previously was growing
since they are issuing larger distributions. Not a
problem though if I start investing that money so
looking for a Financial Planner in my area. I want
someone in the Greater Los Angeles area that I can
have face to face contact. Please do not contact me by
phone initially. Use the e-mail address.
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Matched To:
- Winer Wealth Management, Inc.; Woodland Hills, CA, 91364
Business Description: As president and CEO of Winer Wealth Management, Inc., I coordinate the financial affairs for a sele....
- Lincoln Financial Securities Corporation; Westlake Village, CA, 91362
Business Description: I offer comprehensive financial services and pension planning services to individuals and small and ....
- Granada Capital Management, LLC; Granada Hills, CA, 91344
Business Description: Granada Capital Management, LLC is an independent
Registered Investment Advisor (RIA) in the Stat....
- UBS Financial Services; Woodland Hills, CA, 91367
Business Description: Full service wealth management, including financial planning, investment management, and insurance s....
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Additional details on Brent's request for Financial Planner in Kansas City, MO
| | - | What advisory services are you looking for? | | | | - | What is the size of your current portfolio? | | |
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Brent, looking for Financial Planners in Kansas City, MO. |
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Details: Greetings: My name is Marilou Joyner and **** is my son. I offered to provide him with a consultation with a financial advisor as part of his birthday present last spring. He is a recent college graduate (****)and is working as a finance director for a small business that he will eventually own. Although his income is relatively low at this point, he has determined that he is ready to talk with someone that can help him layout his financial future and has asked me to try and set an appointment for him. He can be in town on Friday December **th for an appointment if we can locate an advisor.
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Matched To:
- Prism Financial Group; Overland Park, KS, 66210
Business Description: Comprehensive fee-based wealth management for business owners, executives, professionals and other a....
- Capital Advisors; Shawnee Mission, KS, 66211
Business Description: Having your financial house in order is one of the best gifts you can give your loved ones, and sele....
- Fiser Group of ING Financial Partners, Inc.; Lenexa, KS, 66215
Business Description: We are an Accounting and Financial planning firm located in Lenexa KS. We have been in business for....
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