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re: Financial advisor in Covington area
Posted on 11/22/19 at 3:59 pm to lsut2005
Posted on 11/22/19 at 3:59 pm to lsut2005
If you’re just trying to build a nest egg, Deep dive the Internet first. You may not need an advisor. For instance the personal finance subreddit will have a lot you need to know. You’re going to end up paying commission on things you can do with an app for free.
If you have some unique financial circumstance that requires specialized attention (example: You’re young and have limited means, and your widowed mom recently became disabled so you want to help as much as possible without putting your financial future at risk), then seek an advisor.
If you have some unique financial circumstance that requires specialized attention (example: You’re young and have limited means, and your widowed mom recently became disabled so you want to help as much as possible without putting your financial future at risk), then seek an advisor.
Posted on 11/22/19 at 4:08 pm to Spasweezy
quote:
Never trust an Italian financial advisor.
Great.. my guy is a big time dago.
Posted on 11/22/19 at 4:16 pm to lsut2005
Congratulations on getting married.
I'd suggest screening and interviewing several before deciding. I use a guy named Chris Clayton who owns Cornerstone Financial in Mandeville.
I'd suggest screening and interviewing several before deciding. I use a guy named Chris Clayton who owns Cornerstone Financial in Mandeville.
Posted on 11/22/19 at 9:21 pm to lsut2005
Allison Trahan is awesome. Look her up.
Posted on 11/22/19 at 9:28 pm to Athis
He may be okay. Does he wear a gold necklace though?
Posted on 11/22/19 at 9:36 pm to lsut2005
If the firms your looking at use financial advisors for wealth management...
Also, how much money are you pledging? Elite wealth management firms require you to already have $$$.
Also, how much money are you pledging? Elite wealth management firms require you to already have $$$.
This post was edited on 11/22/19 at 9:39 pm
Posted on 11/22/19 at 9:47 pm to lsut2005
Join date 2009,
Picked the OT over Money Board for financial advice...

Picked the OT over Money Board for financial advice...
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