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LaFBfan
Washington Fan
Baton Rouge
Member since Jan 2013
651 posts

BTR financial advisors
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?


lynxcat
Rutgers Fan
Member since Jan 2008
17074 posts
 Online 

re: BTR financial advisors
My uncle


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Broke
LSU Fan
AKA Buttercup
Member since Sep 2006
60683 posts

re: BTR financial advisors
I would use me. But I'm biased.


LaFBfan
Washington Fan
Baton Rouge
Member since Jan 2013
651 posts

re: BTR financial advisors
I thought there would be a plethora of advice based on experience here


Broke
LSU Fan
AKA Buttercup
Member since Sep 2006
60683 posts

re: BTR financial advisors
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.


Bear Is Dead
LSU Fan
Monroe
Member since Nov 2007
4201 posts
 Online 

re: BTR financial advisors
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.


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RickAstley
LSU Fan
Reno, Nevada
Member since May 2011
1715 posts

re: BTR financial advisors
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.


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756
LSU Fan
Member since Sep 2004
12188 posts

re: BTR financial advisors
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)


Poodlebrain
LSU Fan
Way Right of Rex
Member since Jan 2004
19465 posts

re: BTR financial advisors
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.


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Vols&Shaft83
USA Fan
Throbbing Member
Member since Dec 2012
41485 posts

re: BTR financial advisors
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.
This post was edited on 3/26 at 9:38 pm


Janky
LSU Fan
Team Primo
Member since Jun 2011
13851 posts

re: BTR financial advisors
quote:

adviser


Or advisor? Either way, depending on our situation you may or may not need to see someone.


Vols&Shaft83
USA Fan
Throbbing Member
Member since Dec 2012
41485 posts

re: BTR financial advisors
quote:

Or advisor?


I keep getting a spelling error when I type 'advisor'


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