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Message
re: Recommendations for Financial Planner on Northshore or NewO
Posted on 2/18/22 at 10:02 am to GREENHEAD22
Posted on 2/18/22 at 10:02 am to GREENHEAD22
Search on NAPFA.org for a fee-only advisor/planner in that area. A quick search showed me 7 in that area. I would generally trust objective, non-commissioned advice from these advisors.
ETA: same for you CoonA
ETA: same for you CoonA
This post was edited on 2/18/22 at 10:03 am
1
Posted on 2/18/22 at 2:22 pm to Niner
I’ll second the fee only RIA advisor recommendation. If they are affiliated with a broker dealer they make money off of sales. There are good brokers but just be aware of the potential conflict of interest.
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