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
(454 users used Respond last month to find a Investment Advisors)
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 Additional details on Bob's request for Investment Advisors in Germantown, MD
| | - | 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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Bob, looking for Financial Advisor in Germantown, MD.  |
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Details: at first I'd like some info...
I'm in the market for someone that can provided me guidance in financial advise. I work for EDS, an HP company, am ** yrs and need to put a plan in place. I have about ***,*** in various monetary assets plus about ***,*** from the sale of my home.
As I go thru this interview process, I have a couple of up front questions.
*. The cost of doing business with you (how you get paid)
*. Basic idea as to how you would invest these monies for me.
*. How liquid are the funds
*. What is the size of the portfolio you manage
*. How active do you manage these accounts
*. What experience do you have
*. What licenses do you hold
*. Can you only recommend a limited number of products or services to me
Thank you. You can call any time..
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Matched To:
- The Benjamin Financial Group, Inc.; McLean, VA, 22102
Business Description: To build long lasting relationships with clients based on security, trust, dedication and commitment....
- Sagemark Consulting/Lincoln Financial Advisors; Vienna, VA, 22182
Business Description: We help our clients achieve a sense of comfort toward the attainment of their financial objectives b....
- Ferguson Asset Management, Inc.; Potomac, MD, 20854
Business Description: Ferguson Asset Management, Inc. is an independent wealth management firm and a registered investment....
- Research Financial Strategies; Rockville, MD, 20850
Business Description: Research Financial Strategies Takes a Holistic Approach
RFS gives you the ability to organize....
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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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You Provide Basic Information Such As: |
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Your Investment Goals |
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Income/Investment Amount, & |
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Other Relevant Details |
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Qualified Investment Advisors Are Evaluated To Match Your Needs |
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Respond, using its proprietary technology, pre-screens Investment Advisors who match your needs |
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Investment Advisors compete for your business. You get the best advice and service. Compare, Evaluate and Invest! |
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