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Financial Advisor/ Wealth Manager - NOLA

Posted on 5/8/14 at 10:39 am
Posted by Early Cuyler
Member since Jan 2009
4291 posts
Posted on 5/8/14 at 10:39 am
Hi all,

I was wondering if any of you could point me in the direction of a good FA/WM in the NOLA area. At 30, I want to start seriously planning for retirement (IRA, etc.) and a family (529) while building a portfolio, but I feel like I would be time strapped working 50-60 hrs a week.

Any suggestions are welcome. TIA
Posted by Broke
AKA Buttercup
Member since Sep 2006
65037 posts
Posted on 5/8/14 at 10:46 am to
I got a guy in Slidell. Too far?
Posted by BigErn
Member since Mar 2007
3284 posts
Posted on 5/8/14 at 11:19 am to
shoot me an email if you want, and I can give you a recommendation. bigerntd @ gmail
Posted by Mr.Perfect
Louisiana
Member since Mar 2013
17438 posts
Posted on 5/8/14 at 12:10 pm to
I have recommended Dave Soliman with JP Morgan on Vets to numerous people. All have been ultra satisfied.

https://www.linkedin.com/in/pdsoliman

his LinkedIn
Posted by Early Cuyler
Member since Jan 2009
4291 posts
Posted on 5/8/14 at 12:32 pm to
quote:

I got a guy in Slidell. Too far?


I don't think that's too far. Shoot me an email at

earlycuyler1234 at gmail dot com
Posted by Early Cuyler
Member since Jan 2009
4291 posts
Posted on 5/8/14 at 12:32 pm to
quote:

shoot me an email if you want, and I can give you a recommendation. bigerntd @ gmail


I certainly will. I will do it when I get home.

Thank
Posted by Early Cuyler
Member since Jan 2009
4291 posts
Posted on 5/8/14 at 12:33 pm to
quote:

I have recommended Dave Soliman with JP Morgan on Vets to numerous people. All have been ultra satisfied.

LINK

his LinkedIn


Thanks for the reccommendation
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