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
Seek professional help - Secure your financial future
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Sample Financial Planner Matches
(375 users used Respond last month to find a Financial Planner)
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 Additional details on Stephen's request for Financial Planner in San Diego, CA
| | - | What advisory services are you looking for? | | | | - | What is the size of your current portfolio? | | |
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Stephen, looking for Financial Planners in San Diego, CA.  |
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Details: I am currently with an a full service brokerage firm but feel that I don't get enough directional advise for my portfolio. What I don't want is someone to show me how to save or puts me in conservative mutual funds with little or no long term growth over the infation rate. I am looking for agressive advise on sector allocation, investments through ETFs, ETNs, some future trading and options. I need of course a margin account with good rates. I also like bonds but my current broker has me overweighted in Muni Bonds, which his firm specializes in. I have done OK on my own but realize that I am just about keeping up with inflation when I average all the gains and income with the bad judgements I have made which cost me dearly. I need a broker with experience in stop loss trading to avoid these costly mistakes. Ypu can call me during the afternoon.
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Matched To:
- Peelle Financial & Insurance Services; San Diego, CA, 92121
Business Description: Peelle Financial & Insurance Services is dedicated to providing clients with unparalleled profession....
- Lincoln Financial Advisors; San Ramon, CA, 94583
Business Description: We help you develop a personalized financial plan which includes Estate Planning, Investment Plannin....
- Chapman, Roper & Breslin LLC; San Diego, CA, 92130
Business Description: Discover a comprehensive wealth management partnership located in the north county of San Diego, CA ....
- Ken Stern & Associates; San Diego, CA, 92128
Business Description: Ken Stern & Associates is a direct money management company, providing investment services to indivi....
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Additional details on Vivien 's request for Financial Planner in Kent, OH
| | - | 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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Vivien , looking for Financial Planners in Kent, OH. |
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Details: I am a college professor, age **, with one small child whom I adopted. I recently inherited a little over ***,*** dollars. I have about ***,*** in total savings, including a ***b and a Roth IRA. I own my home and have a mortgage of about **,*** dollars. I am not sure how to invest the cash that I now have, especially in this down market. My goal is a secure retirement along with money for my daughter's college. Because of my job, she is eligible for a tuition waiver, which will substantially reduce my cost for her college. I plan to retire at age **.
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Matched To:
- ProInvest Financial Inc; Independence, OH, 44131
Business Description: Your financial well-being could not be more important, especially as you approach retirement.
At ....
- Cedar Brook Financial Partners, LLC; Cleveland, OH, 44139
Business Description: We do our best to improve our client's future quality of life. This means treating each client indi....
- Bogart, Cunix, & Associates; Beachwood, OH, 44122
Business Description: We are most concerned with your personal values and goals. We use the Values Based Financial Planni....
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Additional details on Joellen's request for Financial Planner in Pittsburgh, PA
| | - | What advisory services are you looking for? | | | Portfolio Management | | Retirement Planning | | 401K Rollover |
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| | - | What is the size of your current portfolio? | | |
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Joellen, looking for Financial Planners in Pittsburgh, PA. |
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Details: I'm very interested in environmentally conscientious investing. My partner and I have different size portfolios, one modest and one quite substantial and want someone who will be sensitive to the needs of managing these as one unit. Please do not call during daytime hours. Prefer an introductory e-mail prior to a telephone call. I prefer to initiate call to FA after the introductory e-mail and having time to investigate his/her background and the background of the company for which she/he works.
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Matched To:
- Ameriprise Financial Services, Inc.; Bridgeville, PA, 15017
Business Description: It is my mission to help you achieve your financial goals prudently and thoughtfully through a long-....
- W.M. Nzambi, CFP®, AAMS Mariner Financial Group; Pittsburgh, PA, 15234
Business Description: W.M. Nzambi, CFP®, AAMS is President of Mariner Financial Group, an independent financial services f....
- The Advisors LLC; Murrysville, PA, 15668
Business Description: I offer comprehensive Financial Planning services including retirement plannning, education planning....
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