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Old 12-30-2023, 03:48 PM
  #1  
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Joined APC: Jan 2007
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Default 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?
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Old 01-04-2024, 02:13 AM
  #2  
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Default Financial Advisor search

Originally Posted by Beechnut View Post
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.
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Old 01-10-2024, 09:10 AM
  #3  
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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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