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re: Recommendations for Financial Planner on Northshore or NewO
Posted on 2/18/22 at 1:55 pm to GREENHEAD22
Posted on 2/18/22 at 1:55 pm to GREENHEAD22
Alan Knight at Raymond James in Slidell handles my dad's portfolio and is awesome. I cannot recommend him enough if someone is not wanting or capable of managing it themselves. He lives in Mandeville (I think).
This post was edited on 2/18/22 at 1:56 pm
1
Posted on 2/18/22 at 2:07 pm to TigerTatorTots
We use Montz Harcus out of New Orleans. Communication is key and they are great at it.
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