- My Forums
- Tiger Rant
- LSU Recruiting
- SEC Rant
- Saints Talk
- Pelicans Talk
- More Sports Board
- Fantasy Sports
- Golf Board
- Soccer Board
- O-T Lounge
- Tech Board
- Home/Garden Board
- Outdoor Board
- Health/Fitness Board
- Movie/TV Board
- Book Board
- Music Board
- Political Talk
- Money Talk
- Fark Board
- Gaming Board
- Travel Board
- Food/Drink Board
- Ticket Exchange
- TD Help Board
Customize My Forums- View All Forums
- Show Left Links
- Topic Sort Options
- Trending Topics
- Recent Topics
- Active Topics
Started By
Message
BTR financial advisors
Posted on 3/26/13 at 9:38 am
Posted on 3/26/13 at 9:38 am
If you were looking to open up an account to stick a chunk of change into some mutual funds for some longterm investments...where would you go?
5
Posted on 3/26/13 at 9:42 am to LaFBfan
My uncle 
Posted on 3/26/13 at 9:55 am to LaFBfan
I would use me. But I'm biased.
Posted on 3/26/13 at 3:52 pm to Broke
I thought there would be a plethora of advice based on experience here
Posted on 3/26/13 at 4:01 pm to LaFBfan
quote:
I thought there would be a plethora of advice based on experience here
Most people that post here hate advisors and think we offer no appreciable benefits. They are really a do it yourself crowd. You won't get many if any names. But good luck.
Posted on 3/26/13 at 4:15 pm to LaFBfan
quote:
where would you go?
I would try to invest on my own, but if you want a good person that may or may not give you the best results...I would see Roger Sullivan at Wells Fargo off essen. He's a super person, great guy with an awesome story. I have some money with him, I dont invest new money with him anymore. I just keep an account with him so I can call him once a year to ask how he's doing and shoot the breeze.
Posted on 3/26/13 at 4:22 pm to Broke
quote:
Most people that post here hate advisors and think we offer no appreciable benefits.
Very true. I did a search for financial advisor threads months ago. It talked me out of seeing a financial advisor very quickly. I probably should still see one even after reading the numerous posts saying otherwise.
Posted on 3/26/13 at 7:20 pm to LaFBfan
this guy
Carl W. Benedict, MBA, CFP
Benedict Wealth Management, LLC.
Registered Principal
United Planners Financial Services
17461 Jefferson Hwy., Ste. B
Baton Rouge, LA 70817
225-766-9506
225-612-6309 (fax)
Carl W. Benedict, MBA, CFP
Benedict Wealth Management, LLC.
Registered Principal
United Planners Financial Services
17461 Jefferson Hwy., Ste. B
Baton Rouge, LA 70817
225-766-9506
225-612-6309 (fax)
Posted on 3/26/13 at 7:51 pm to 756
I second the recommendation of Carl Benedict. My experience with Carl is that he does not have a cookie cutter, one size fits all approach to planning for his clients. He actually devises plans based on getting to know his clients, their expectations and risk tolerances. I also recommend you interview more than one financial planner to find one that you feel comfortable with. Whomever you choose will have influence, if not control, over a significant portion of your capital available for investment.
Posted on 3/26/13 at 8:27 pm to LaFBfan
If you're just getting into the investing world, you REALLY should see a good advisor before trying to go at it on your own.
A good advisor will be a teacher, not a salesperson.
I do a lot of my own investing, but I still talk to my adviser periodically, and every time I talk to him, I learn something. And the more I learn, the more money I make.
A good advisor will be a teacher, not a salesperson.
I do a lot of my own investing, but I still talk to my adviser periodically, and every time I talk to him, I learn something. And the more I learn, the more money I make.
This post was edited on 3/26/13 at 9:38 pm
Posted on 3/26/13 at 9:23 pm to Vols&Shaft83
quote:
adviser
Or advisor? Either way, depending on our situation you may or may not need to see someone.
Posted on 3/26/13 at 9:40 pm to Janky
quote:
Or advisor?
I keep getting a spelling error when I type 'advisor'
Page 1 of 1
Back to top
Follow TigerDroppings for LSU Football News