Thursday, November 2, 2017

I'd like to meet with a financial planner to discuss the state of my 401(k) among other things.

I'd like to meet with a financial planner to discuss the state of my 401(k) among other things. Do people have any recommendations for a independent financial planner (i.e. they aren't in bed with any particular financial services company)?

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3 comments:

  1. Joanne McLernonNovember 2, 2017 at 7:53 AM

    Deb might know ...

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  2. Shazza GilbertNovember 2, 2017 at 10:41 AM

    I had success with Angie's list for Tax accountant. Might be worth a try.

    ReplyDelete
  3. Paulo AdamsNovember 3, 2017 at 5:08 AM

    We use Lee McGowan at Monument Group in Concord. Very happy with them and their analysis of our financial picture now, what we'd like it to be and our overall risk tolerance to customize our plan and strategy.

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