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Financial Advisor Question
Posted on 12/17/13 at 6:59 am
Posted on 12/17/13 at 6:59 am
I have a few brokerage accounts with Charles Schwab and I have life insurance with Northwestern Mutual.
Which company should I go with for financial planning advise? Anyone have any experience with these companies in Baton Rouge??
Looking for recommendations. Thanks!
Which company should I go with for financial planning advise? Anyone have any experience with these companies in Baton Rouge??
Looking for recommendations. Thanks!
4
Posted on 12/17/13 at 7:12 am to Cantstandya
You're going to get a whole bunch of answers. In reality the name behind the advisor isn't that important, it's the advisor that's important
Posted on 12/17/13 at 9:30 am to Cantstandya
Don't get your financial advice from an insurance salesman.
Posted on 12/17/13 at 12:07 pm to Cantstandya
If you are just looking for advice, not a salesman, I would look at the larger local accounting firms to see if someone can do some fee based planning, I know one firm in BR has a CFP that does this and they are not a salesman. Just my two cents, it's sometimes better to find someone to help planning that doesn't have a dog in the hunt.
Posted on 12/18/13 at 11:36 am to Cantstandya
I recently checked into a fee only group. We are at a point we are more interested in keeping what we have, not outliving it and having a bit to pass on.
I was very intrigued by the methodology for handling our account.
Now I am torn. We have a good relationship with our current broker, but I also have realized some of the investments we have made were b/c the company pushed the broker to sell the investments.
We realize the best business decision is to move the account (Stewart Welch Group) but we hate breaking the relationship with our broker as we consider him a friend, and I am pretty sure our account is considered a sizable one.
I was very intrigued by the methodology for handling our account.
Now I am torn. We have a good relationship with our current broker, but I also have realized some of the investments we have made were b/c the company pushed the broker to sell the investments.
We realize the best business decision is to move the account (Stewart Welch Group) but we hate breaking the relationship with our broker as we consider him a friend, and I am pretty sure our account is considered a sizable one.
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