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Old 10-04-2011, 07:51 PM
 
16 posts, read 64,271 times
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Looking for a good certified financial planner north of the city near Wexford. Any recommendations? Thanks!
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Old 10-05-2011, 04:55 AM
 
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Just as a matter of principle, I would strongly suggest you go with a fee-only advisor. A quick search indicated there is one called Legend Financial near Wexford. Legend appears to be focused on pretty large portfolios, but they also have a sister firm (EmergingWealth) that does medium-size portfolios.
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Old 10-05-2011, 07:06 AM
 
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We used Robert Nusbaum at Middle America Planning a few years ago: Moderator cut: link removed, please read the tos. He is fee-only, not commission based. His fees were very reasonable. He is in Mt. Lebanon though. He gave us great advice. We were able to see him on Saturday mornings.

Last edited by Yac; 10-06-2011 at 03:54 AM..
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