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401k Advisor (For a Business) in Ascension

Posted on 9/5/13 at 2:17 pm
Posted by LSU0812
Baton Rouge
Member since Feb 2013
728 posts
Posted on 9/5/13 at 2:17 pm
Looking for a 401k advisor for a small business in Ascension Parish. Need someone really good. Any suggestions and reasons why are very appreciated.
This post was edited on 9/5/13 at 2:23 pm
Posted by jimbeam
University of LSU
Member since Oct 2011
75703 posts
Posted on 9/5/13 at 2:19 pm to
Advise yourself. Seriously.

Investing doesn't have to be complicated
Posted by LSU0812
Baton Rouge
Member since Feb 2013
728 posts
Posted on 9/5/13 at 2:21 pm to
It's for a business - I need an advisor for the business, not for me as an individual.
Posted by iAmBatman
The Batcave
Member since Mar 2011
12382 posts
Posted on 9/5/13 at 2:24 pm to
quote:

401k Advisor (For a Business)




IRS STTTAAAAACCCCCCCKKKKKKKKEEEEEEEDDDDDDDDDDD

You frickEEEEEEEEEEEEEEEEEEEEED
Posted by Broke
AKA Buttercup
Member since Sep 2006
65039 posts
Posted on 9/5/13 at 2:24 pm to
Me me me me.

I already do one retirement plan in Ascension. I can take on another.
This post was edited on 9/5/13 at 2:25 pm
Posted by LSU0812
Baton Rouge
Member since Feb 2013
728 posts
Posted on 9/5/13 at 2:25 pm to
Dude - I'm just looking for a new, intelligent, trustworthy advisor for a business. Are there no business owners here?
Posted by Broke
AKA Buttercup
Member since Sep 2006
65039 posts
Posted on 9/5/13 at 2:25 pm to
*COUGH* me
Posted by Tigerpaw123
Louisiana
Member since Mar 2007
17251 posts
Posted on 9/5/13 at 2:26 pm to
are you looking for someone to set up a 401K for your business? If so there are a lot of options including SIMPLE, SEP, etc, I would suggest you talking to a financial professional about which product would best serve your needs and not just ask about a 401K (which may or may not be the best for you / and or the business)

Charles Bombet with the Bombet companies set up ours and I have been pleased with him
Posted by LSU0812
Baton Rouge
Member since Feb 2013
728 posts
Posted on 9/5/13 at 2:26 pm to
Are you seriously a 401k advisor that can handle small business accounts?
Posted by Broke
AKA Buttercup
Member since Sep 2006
65039 posts
Posted on 9/5/13 at 2:26 pm to
quote:

Are you seriously a 401k advisor that can handle small business accounts?


Dead serious.
Posted by LSU0812
Baton Rouge
Member since Feb 2013
728 posts
Posted on 9/5/13 at 2:28 pm to
We already have a 401k that's been around for maybe 8-10 years.

We're just looking for a new advisor because we're dissatisfied with our current one.

It's a small business in Ascension, and we would like to use someone local if possible.

Posted by Broke
AKA Buttercup
Member since Sep 2006
65039 posts
Posted on 9/5/13 at 2:30 pm to
I already take care of a small business in Ascension. I'm gonna be there next week. Wanna give me a shot?
Posted by yellowfin
Coastal Bar
Member since May 2006
97608 posts
Posted on 9/5/13 at 2:37 pm to
broke it would be funny if you're the guy they are unsatisfied with
Posted by Broke
AKA Buttercup
Member since Sep 2006
65039 posts
Posted on 9/5/13 at 2:38 pm to
quote:

broke it would be funny if you're the guy they are unsatisfied with


It really would be. But based on what he says, it's not me.
Posted by wasteland
City of peace
Member since Apr 2011
5600 posts
Posted on 9/5/13 at 2:53 pm to
Why are you unhappy with your current guy?
Posted by Powerman
Member since Jan 2004
162190 posts
Posted on 9/5/13 at 2:55 pm to
quote:

broke it would be funny if you're the guy they are unsatisfied with


That would certainly be awkward
Posted by jimbeam
University of LSU
Member since Oct 2011
75703 posts
Posted on 9/5/13 at 3:02 pm to
Posted by LSU0812
Baton Rouge
Member since Feb 2013
728 posts
Posted on 9/5/13 at 3:08 pm to
Broke,

If someone recommends you by name, then I might call ya.

So far Mr. Bombay is in the lead... since he's the only one that's been recommended.
Posted by wasteland
City of peace
Member since Apr 2011
5600 posts
Posted on 9/5/13 at 3:19 pm to
I would call Paul Cangelosi first.

Mark Simmons second.

Both are in baton rouge.

Eta: Broke also knows his shite
This post was edited on 9/5/13 at 5:11 pm
Posted by Janky
Team Primo
Member since Jun 2011
35957 posts
Posted on 9/5/13 at 3:41 pm to
I recommend Broke.
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