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Reload this Page In Need Of A Financial Planner (reviews, firm, places)
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Raleigh, Durham, Chapel Hill, Cary The Triangle Area
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Unread 01-21-2008, 02:33 PM
 
143 posts, read 337,895 times
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Default In Need Of A Financial Planner
I am looking for a good financial planner and I am hoping that someone here has a recommendation for me. I want an independent planner who is not associated with any one brokerage firm. I am open to traveling most places in the Triangle for a planner with good reviews. Please DM me if you have a recommendation. Thanks to everyone!!!
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Unread 01-22-2008, 06:37 AM
 
874 posts, read 1,529,331 times
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Did you get any or too many dm's!?!? Would be interested in reading what/who ya got please.
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Unread 03-20-2008, 12:06 PM
 
Location: raleigh, nc
29 posts, read 57,381 times
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We too, are in need of a reputable, certified financial planner.

Would you mind sharing the information you received?

Thank you in advance for your help.
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Unread 03-20-2008, 12:11 PM
 
547 posts, read 1,252,159 times
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May I add my name to the request for a copy of the recommendations you received?
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Unread 03-21-2008, 04:10 AM
 
143 posts, read 337,895 times
Reputation: 36
DM me and I can send you the list. Thanks!
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