Financial Advisor
Sudden Money: Managing a Financial Windfall
Array (Hardcover) Wiley 2000-04-07
ISBN13: 9780471380863
Condition: New
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Answers
The bank handling Mutual Funds 9/06 and not once has he checked in with us. o1/07 bought house and chased him finally an assistant helped with some sales of funds. Looking for advisor ho has a monthy fee with no hidden costs to help with account..
If all you have is mutual funds in your account, I would suggest transferring the account to Fidelity or even TD Ameritrade. They do not even charge a monthly fee. Fidelity has also a broad range of decent mutual funds that you can taylor to your needs. Their funds are low expense and all no load. They also have people who will help you with your financial planning. As does TD Ameritrade.
www.jpdcapitalmanagement.com John P. Dubots, Nationally Recognized Retirment and Estate Planning expert located in Temecula serving San Diego ...
San Diego Certified Financial Planner Advising Women of Wealth in ...
San Diego Financial Planner As a seasoned and experienced San Diego financial planner , Elisabeth Cullington, CFP, CDFA, is known for maintaining her clients trust while helping them meet their financial goals. San Diego Financial Advisor Financial planning is a field that has been around for many years, but the actual process is still a mystery to many. The average financial advisor charges fees for their services, which traditionally mean that the client will expose their assets, liabilities, wherewithal, goals, and aspirations to the planner. The advisor then takes that information and crafts it into a working plan. Unfortunately, most planners fail to follow up after the initial plan design...
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