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Beechnut 12-30-2023 03:48 PM
Looking for an advisor
 
It's time for me to get some independent help. Retirement, HSA, VEBA, investments probably need some expert planning. What should I be looking for when finding an advisor?

Swagabond 01-04-2024 02:13 AM
Financial Advisor search
 
Originally Posted by Beechnut (Post 3743697)
It's time for me to get some independent help. Retirement, HSA, VEBA, investments probably need some expert planning. What should I be looking for when finding an advisor?
www.cfp.net
smartasset.com
And double-check anyone at brokercheck.finra.org.

You can PM me for more info. I'm a financial advisor as well.

hopp 01-10-2024 09:10 AM
Originally Posted by Beechnut;[url=tel:3743697
3743697]It's time for me to get some independent help. Retirement, HSA, VEBA, investments probably need some expert planning. What should I be looking for when finding an advisor?
PM sent......


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