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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

Quote:

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

Quote:

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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