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401k Advisor (For a Business) in Ascension
Posted on 9/5/13 at 2:17 pm
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 on 9/5/13 at 2:19 pm to LSU0812
Advise yourself. Seriously.
Investing doesn't have to be complicated
Investing doesn't have to be complicated
Posted on 9/5/13 at 2:21 pm to jimbeam
It's for a business - I need an advisor for the business, not for me as an individual.
Posted on 9/5/13 at 2:24 pm to LSU0812
quote:
401k Advisor (For a Business)
IRS STTTAAAAACCCCCCCKKKKKKKKEEEEEEEDDDDDDDDDDD
You frickEEEEEEEEEEEEEEEEEEEEED
Posted on 9/5/13 at 2:24 pm to LSU0812
Me me me me.
I already do one retirement plan in Ascension. I can take on another.
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 on 9/5/13 at 2:25 pm to iAmBatman
Dude - I'm just looking for a new, intelligent, trustworthy advisor for a business. Are there no business owners here?
Posted on 9/5/13 at 2:26 pm to LSU0812
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
Charles Bombet with the Bombet companies set up ours and I have been pleased with him
Posted on 9/5/13 at 2:26 pm to Broke
Are you seriously a 401k advisor that can handle small business accounts?
Posted on 9/5/13 at 2:26 pm to LSU0812
quote:
Are you seriously a 401k advisor that can handle small business accounts?
Dead serious.
Posted on 9/5/13 at 2:28 pm to Tigerpaw123
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.
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 on 9/5/13 at 2:30 pm to LSU0812
I already take care of a small business in Ascension. I'm gonna be there next week. Wanna give me a shot?
Posted on 9/5/13 at 2:37 pm to Broke
broke it would be funny if you're the guy they are unsatisfied with
Posted on 9/5/13 at 2:38 pm to yellowfin
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 on 9/5/13 at 2:53 pm to LSU0812
Why are you unhappy with your current guy?
Posted on 9/5/13 at 2:55 pm to yellowfin
quote:
broke it would be funny if you're the guy they are unsatisfied with
That would certainly be awkward
Posted on 9/5/13 at 3:08 pm to Broke
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.
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 on 9/5/13 at 3:19 pm to LSU0812
I would call Paul Cangelosi first.
Mark Simmons second.
Both are in baton rouge.
Eta: Broke also knows his shite
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
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