5,233 Local Investment Advisors
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Investment Advisors Buyers Guide
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Financial Tools for College
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Do you have a son or daughter leaving home for college this fall? Along with the requisite cell phone, CD/DVD player and wardrobe, are they prepared for the money needs they will now...
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Sample Investment Advisors Matches
(460 users used Respond last month to find a Investment Advisors)
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 Additional details on Larry's request for Investment Advisors in San Diego, CA
| | - | What advisory services are you looking for? | | | | - | What is the size of your current portfolio? | | |
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Larry, looking for Financial Advisor in San Diego, CA.  |
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Details: looking for a fee only planner to help with asset allocation, financial trade studies, and retirement planning. Fee must be based on an hourly rate and not net worth. I am generally looking for advice that I can act on myself as opposed to someone to `handle` my $/investments.
I believe much of this work could be handled remotely (through telephone, email, and infrequent face-to-face visits), so I am not against having a planner located a significant distance from my home or office. Thus I would consider someone as far North as in Orange County CA (Fountain Valley, Newport Beach, Costa Mesa Area). I might also consider someone out of state dependant on the quality/cost of the planner and his/her abilities.
Thanks
Larry
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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 professional financial ....
- Creative Capital Solutions Inc; San Diego, CA, 92109
Business Description: Full financial planning services are available by a people friendly certified financial planner to h....
- Pure Financial Advisors, Inc.; San Diego, CA, 92108
Business Description: Pure Financial Advisors, Inc. is a Registered Investment Advisory firm. The financial planners of Pu....
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Additional details on Marlon's request for Investment Advisors in Mableton, GA
| | - | What advisory services are you looking for? | | | | - | What is the size of your current portfolio? | | |
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Marlon, looking for Financial Advisor in Mableton, GA. |
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Details: I have been investing for approx. * years. I am ** and my wife and I are projected to be out of debt besides our mortgages by early ****. I need advise on three issues.
*. Once out of debt what should I do with the money that went to pay debts? Do I invest more, pay off my house, increase my level of comfort?
*. I have another home. I could not sell it for what I wanted in return due to the current status of the housing market. I have a renter but the rent does not cover the mortgage. Am I getting enough of a tax break for this investment property to be worth the risk.
*. Lastly we want kids and I need to plan for their future.
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Matched To:
- Navigational Wealth Planning, Inc.; Atlanta, GA, 30339
Business Description: The facts are clear - phasing into retirement will throw a host of challenges in your path. What doe....
- Solley Financial Services; Alpharetta, GA, 30009
Business Description: Solley Financial Services provides a broad array of investment and insurance services to individuals....
- Raymond James Financial Services, Inc.; Alpharetta, GA, 30022
Business Description: OUR PHILOSOPHY is to partner with clients to establish and achieve their financial goals through imp....
- North Point Financial Advisors, Inc.; Alpharetta, GA, 30022
Business Description: Registered Investment Advisor specializing in low risk/low volatilty, high return investment strateg....
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Additional details on Steve 's request for Investment Advisors in Seattle, WA
| | - | 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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Steve , looking for Financial Advisor in Seattle, WA. |
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Details: My wife and I are considering the services of an Investor
Advisor. Not only are we looking for guidance in our
future financial planning, we are looking for
direction in today's economy in a "real time" way.
Things seem to be changing by the hour.
We're not wanting to discuss stocks too much.
We want some direction and perspective for what's
happening today.
Would you be able to help in this regard?
Questions:
Education?
Do you charge for the initial consultation?
What are your fees?
How long have you personally been advising?
Where?
Thank you.
********
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Matched To:
- Synergy Financial Management, LLC; Seattle, WA, 98104
Business Description: Synergy Financial Management, LLC (SFM) is a financial planning and Registered Investment Advisory f....
- Sound Consulting Services; Bellevue, WA, 98004
Business Description: At Sound Consulting Services (SCS) our mission is simple: to provide personalized investment advice ....
- Perry L. Smith Consulting; Bellevue, WA, 98004
Business Description: We help high net worth individuals, professionals, small business owners and women investors in thei....
- Collier, Sustainable Wealth Management; Seattle, WA, 98133
Business Description: FREEDOM TO PURSUE YOUR LIFESTYLE
Your personal finances should give you personal freedom ? the ....
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