where to start. Thanks
2006-10-13 14:43:14 · 8 answers · asked by Anonymous in Business & Finance ➔ Investing
Proceed with caution!
Do some internet research first on the pitfalls of commission based planners. Look for independent planners.
Figure out what your goals are in your financial plan and then interview the planner and get a price quote before you commit to the services.
Run don't walk from those that want you to put all of your assets under their control for a 1% yearly fee .
Word of mouth from friends in similar circumstances is a starting point. Bankrate.com also gives good advice in starting your search.
I did a year long search and finally ended up with a planner who has given us a very good analysis and advice for a flat fee of $700.00.
2006-10-13 15:13:01 · answer #1 · answered by ditsyquoin 4 · 1⤊ 0⤋
Try a reputable bank. Go to the front counter and ask to speak to [or make an appointment with] a financial adviser. Do a lot of research beforehand, and you tell the adviser what you want. He or she will give you some financial options [that's where the research is important] and take it from there. Don't be scared to say "no" and ask about the fees and charges associated with your investment/s. Hope this helps.
2006-10-13 15:11:49 · answer #2 · answered by Neil S 4 · 0⤊ 0⤋
Edward Jones is a great company to take a look at. I work for Edward Jones and we have been ranked the #1 full service brokerage firm by JD Power & Associates. There are also many other great firms out there. Make sure that you interview each broker as if they were on a job interview to make sure they have your best interest in mind. If they offer an investment ask why and how is it suitable for you. In order to make a proposal to you they need to know you, your financial goals, where are you and where you want to be. Don't settle. You owe it to yourself.
2006-10-13 14:50:07 · answer #3 · answered by om_nupe 2 · 0⤊ 0⤋
salmiceli.com is the best financial advisor and they offer a comprehensive service, assessing your current financial situation and addressing all of your financial goals with the best financial planning quotes. Their planning process centers around you to identify your needs and goals and put your plan to action. Their planners are there to listen, to advise you, and to help keep you on the road to financial success.For more visit: http://www.salmiceli.com
2015-10-29 01:06:58 · answer #4 · answered by Vincent 3 · 0⤊ 0⤋
Does not matter who you choose BUT FIRST RULE of thumb, the person HAS TO ACT ON YOUR INTEREST OR BEHALF, CONFER with you on the financial matter. They do not pitch any sale product like insurance scam or fansy stuff
they will discuss financial matter in plain English pro and cons of your investment. Protect on your money/capital at all cost
2006-10-13 19:03:08 · answer #5 · answered by Hoa N 6 · 0⤊ 0⤋
Hi, i suggest a great site with plenty of Issues related to your Investing and everything around it. it also provide clear and accurate answer to many common questions.
I am sure that you can get your answers in this website.
http://investing.sitesled.com/
Good Luck and Best Wishes!
2006-10-14 02:38:43 · answer #6 · answered by stock.geek 2 · 0⤊ 0⤋
See the links on this site: www.daveramsey.com
2006-10-13 14:50:43 · answer #7 · answered by Anonymous · 0⤊ 0⤋
put whatever you can in a savings account every week, dont depend on someone else, they do with your money, what they are afraid to do with their own money
2006-10-13 15:11:06 · answer #8 · answered by acid tongue 7 · 0⤊ 0⤋