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Sample Personal Finance Matches
(324 users used Respond last month to find a Personal Finance)
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 Additional details on Ernie's request for Personal Finance in Glendale, CA
| | - | What advisory services are you looking for? | | | | - | What is the size of your current portfolio? | | |
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Ernie, looking for Personal Finance in Glendale, CA.  |
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Details: we are in a situation that need immediate attention. we have to pay back mortgage taxes and state board taxes. i have some gold i have been considering to sell to pay some of these fees and i need advise as to sell it or invest it instead. should i use it to pay off debt? or should i not? i also want to know about a financial plan that me and my wife can benefit from, because at this point we dont really keep good track of out money and investments. we need to start investing in our future and at the same time take care of the urgent problems we are facing.
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Matched To:
- AXA Advisors, LLC; City Of Industry, CA, 91746
Business Description: Ralph Orr is a financial consultant and Certified Financial Planner TM practitioner. Ralph is a regi....
- MetLife Securities, Inc.; Irvine, CA, 92614
Business Description: Each day we face difficulties in managing our finances. Inflation, taxes, debt, changing interest ra....
- UBS Financial Services; Woodland Hills, CA, 91367
Business Description: Full service wealth management, including financial planning, investment management, and insurance s....
- Crowell Weedon & Co.; West Covina, CA, 91790
Business Description: Crowell Weedon & Co. was established in 1932 and is an independent investment firm located on the We....
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Additional details on Donna's request for Personal Finance in Laurel, MD
| | - | What advisory services are you looking for? | | | | - | What is the size of your current portfolio? | | |
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Donna, looking for Personal Finance in Laurel, MD. |
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Details: Prefer primary contact to be through email - then secondarily through phone. Looking for a *% growth expectation as a minimum, have been getting *%. Looking for someone that can handle the account with understanding of the requests made as to what I would like to do, and if it is not a wise move to be able to explain why and discuss it intelligently, not someone who will just ignore the request I made. Had an advisor for over ** years that has retired from planning/advising that did a wonderful job. Hope to find another that will be just as well.
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Matched To:
- Gartenhaus Financial Corporation; Rockville, MD, 20850
Business Description: Gartenhaus Financial Corporation's mission is to build and retain our clients' wealth principally by....
- The Benjamin Financial Group, Inc.; McLean, VA, 22102
Business Description: To build long lasting relationships with clients based on security, trust, dedication and commitment....
- Farr, Miller & Washington, LLC; Washington, DC, 20036
Business Description: Founded in 1996 by investment managers with decades of respected experience in the field, Farr, Mill....
- Maryland Capital Management, LLC; Baltimore, MD, 21201
Business Description: Maryland Capital Management is an independent Registered Investment Advisory firm specializing in as....
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Additional details on Adam's request for Personal Finance in Woburn, MA
| | - | What advisory services are you looking for? | | | | - | What is the size of your current portfolio? | | |
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Adam, looking for Personal Finance in Woburn, MA. |
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Details: I am looking for a new financial planner to handle my Roth IRA`s, ***K, and assorted other investments currently worth over $***K. I would like for someone local (Boston area) who would meet in person and not handle my finances solely over the phone. Additionally I am somewhat new to this so I would need someone willing to spend their time with me and explain things. I`m in this for the long haul and my money will be invested for about ** more years. Additionally and most importantly I need to invest $***k immediately.
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Matched To:
- RBC Wealth Management; Burlington, MA, 01803
Business Description: My mission is to create financial security and peace of mind for individuals and their families. Inv....
- WFR Financial Planning & Insurance; Melrose, MA, 02176
Business Description: I strive to help clients accomplish goals in a consultative manner; through information gathering, g....
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