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.
RickAstley LSU Fan Reno, Nevada Member since May 2011 1715 posts
re: BTR financial advisorsPosted by RickAstley 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.
Poodlebrain LSU Fan Way Right of Rex Member since Jan 2004 19465 posts
re: BTR financial advisorsPosted by Poodlebrain 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.