In matters of money do not procrastinate. Seek professional help instead. Get expert advice on money management, savings & investments, tax planning, etc. from trained personal finance professional.
Fill out the form to have pre-screened personal finance pros contact you.
|
|
|
|
|
|
|
|
Top locations searched by users to find Personal Finance
|
| Top Cities: |
|
|
Browse by State:
| |
|
Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virgin Islands, Virginia, Washington, West Virginia, Wisconsin, Wyoming
|
|
|
| |
|
Sample Personal Finance Matches
(457 users used Respond last month to find a Personal Finance)
|
|
 Additional details on Bob's request for Personal Finance in Germantown, MD
| | - | What advisory services are you looking for? | | | Portfolio Management | | Retirement Planning |
|
| | - | What is the size of your current portfolio? | | |
|
| |
Bob, looking for Personal Finance in Germantown, MD.  |
|
| |
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..
|
|
| |
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....
|
|
|
Additional details on Larry's request for Personal Finance in San Diego, CA
| | - | What advisory services are you looking for? | | | | - | What is the size of your current portfolio? | | |
|
| |
Larry, looking for Personal Finance in San Diego, CA. |
|
| |
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
|
|
| |
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....
|
|
|
Additional details on Marlon's request for Personal Finance in Mableton, GA
| | - | What advisory services are you looking for? | | | | - | What is the size of your current portfolio? | | |
|
| |
Marlon, looking for Personal Finance in Mableton, GA. |
|
| |
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.
|
|
| |
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....
|
|
|
|
| |
|
| |
| |
|
| |
Submit Request |
| |
| |
Your Investment Goals |
| |
Income/Investment Amount, & |
| |
Other Relevant Details |
|
| |
|
| |
Personal Finance Pros Respond |
 |
| |
Respond, using its proprietary technology, pre-screens professionals who match your needs |
|
| |
You Pick The Best |
|
| |
You get the best advice and service. Compare, Evaluate and Invest! |
| |
|
|
|
|
|
| |
|
| |
Personal Finance Directory |
|
|
|
| |
|
|
| |
|
