Answers
I have a large 401K that I need to rollover.
Find one that has your best interest in mind, not one that wants to sell you an annuity. If they suggest an annuity, run away.
www.myverpa.com - As a fiduciary, we are different from traditional Financial Advisors Richmond who are brokers. It's a distinction we are ...
After checking many Financial Advisor search websites, I have determined that there are no good financial advisors in my area, so, I am looking for a remote (online) financial advisor that is licensed to practice in California.
Most financial planners I have called, either: (1) do not return my phone calls. (2) do not want to offer remote financial advice, or (3) require a minimum net worth of more than 500K (which I do not have).
I need to be able to correspond with the financial advisor by email and phone. Any documents and information that a financial advisor normally needs, I can send by email.
I need a financial advisor that can advise me on retirement planning, tax planning, and possibly estate planning.
If anyone knows how I can find a financial planner to help me, please let me know.
Thanks
maybe your bank can help you
So I am not sure who I am supposed to use, or even if there is a difference.
I am looking for someone that can put us on a budget, and help us to plan for retirement.
Someone who would look over all of our bills and help us form the best plan of action.
So who should I be looking for? And how do I know if they are any god or not?
Indeed, you describe the services of a financial planner. You can look in your local phone book for one - often the consultation visit is free. You can even ask them for clients of theirs who can tell you about what they like or don't like about their services. Feel free to ask them a LOT of questions. They're used to it, and that's what they're there for.
:-)
I am considering becoming a financial planner and have interviewed with a company that has offered me base salary plus commission. I know this can be a very rewarding career and I am willing to put in the hard work. But my question is this, is there any way to find new clients besides the people you know?? I dont feel comfortable advising family members or friends as I feel they would feel obligated to buy a product. I want to help people financially but my problem is finding my clientele. So, financial advisors, how do I got about doing this?? Is door to door effective? Any advice on building my cliente base? Please help.
Often family and friends are the best people to start with, and if you are any good they will be your best references. You shouldn't be shy about asking them either. You are offering to help improving their financial health.
Other ideas for marketing your services :
Attend local small business meetings
Offer free money management seminars on various topics
Teach personal finance at local vocational or continue education facilities
Best wishes.
I'm a junior attending a university. My major is managerial finance. I'm interested in becoming a financial advisor or analyst. Outside of my studies I play around with the stock market and have been fairly successful. I put together a project explaining the importance of retirement explaining the how to's on how to pick what's right for you: various mutual funds, ira's, etc. My teacher loved it. The kids on campus know me for making making financial talk simple and easy and "attractive." Several people have told me if I become a financial planner, advisor, analyst, they'd definitely trust me w/their money. I'm excited about having a career in that field but don't get enough guidance @ my school (career center, etc.) I'm looking for internships, but it's difficult in Mississippi (I keep trying.) I'm trying to make myself look attractive for employers. What else can I do to bring to the table to become a financial planner, advosor, analyst...and YES, I am going to graduate school!!!
Gain as much experience as you can when attending school. Learn different types of funds and stocks, especially the ones your local banks provide for their clients. Study for those. If you are not shy, you can go and talk to someone at the bank and gather some useful information?
Looking For Reliable Financial Planner. | Free Grants Tips
If you have already achieved some success in your life it may be time to sit down with a financial planner. The problem is that it is not always so easy to find a good financial planner. You should never choose the first person you meet. You should interview until you find one that fits your situation and the one whom you feel useful with.
This leads to the question, as you should interview Planner? Well you have come to the right place! In this article I will explain what you should ask your potential new planner before you hire them.
First ask about their experiences. They should have at least three years track record as a planner. There are no relevant financial backgrounds they may be a plus.
...News
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