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  #1  
Beechnut , 12-30-2023 03:48 PM
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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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  #2  
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Swagabond , 01-04-2024 02:13 AM
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Financial Advisor search
Quote:
Originally Posted by Beechnut
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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  #3  
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hopp , 01-10-2024 09:10 AM
Ignoring; John Burke.
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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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