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Recommend a Certified FInancial Planner in the Baton Rouge area
Posted on 3/5/15 at 12:56 pm
Posted on 3/5/15 at 12:56 pm
I don't think I'm getting the best deal with my current CFP. Who do y'all recommend for retirement planning and tax stuff?
TIA
TIA
2
Posted on 3/5/15 at 1:19 pm to white perch
Posted on 3/5/15 at 2:34 pm to ForLSU56
Looking at a new advisor in the Mandeville area. He does not have his CFP. Is there a big difference between the two?
Posted on 3/5/15 at 2:48 pm to white perch
I have worked with a few CFPs in Baton Rouge. Their approaches are all different, and I don't know enough about your circumstances to make a recommendation. Two CFPs I would suggest you contact to see if they fit your needs are Carl Benedict (225) 766-9506, and Trudy Piper (225)218-4987.
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