Financial Planners?

B

bresamil

wandering aimlessly
I know folks that use and like Edward Jones Inc. There's an office in the First Colony area.

I personally have no finances to plan with. :lol:
 
JabbaJawz

JabbaJawz

Be about it
Warren Brooks @ First Command. Right behind Burger King in Lexington Park. I know several who use him, and we are really pleased. 301-862-4900
 
ProfMoneyWise

ProfMoneyWise

Member
GT Financial Service, Leonardtown, 301 997-0452

Gene Townsend, Certified Financial Planner

Indendent look (i.e. not rep'ing a financial companies products) at your total situation and will provide recommendations as to what path to pursue.

However, if you are looking for an Investment Represenative who will analyze your situation and structure an investment portfolio to fit I use and recommend the Edward Jones company.

Best test for any investment type is to walk in and tell them you have $X in debt and $Y to invest. If they ignore the debt but start to sell their products to invest $Y find another investment type.
 
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Chasey_Lane

Chasey_Lane

Salt Life
Check with your employer. Sometimes as part of their benefits package they'll offer financial planning services at no cost to the employee.
 
AiryT

AiryT

New Member
John Jilek
Edward Jones Investments
LaPlata, MD 20646
301-932-0305

Went to a planning for retirement class he was the instructor for the financial planning portion, I thought is was great.
 
C

CTBburn

Guest
Navy Federal Credit Union has a Financial Planner named Stephen Petrie. He's works either by appointment or walk-in and his services are free to members.
 
S

shagger

Guest
CTBburn said:
Navy Federal Credit Union has a Financial Planner named Stephen Petrie. He's works either by appointment or walk-in and his services are free to members.
Click to expand...

My experience with CFPs from banks/credit unions is they want to sell you their own products, which are usually more expensive and less effective. It is difficult to find a truly independent planner. Do your own research, attend some classes, and you would be surprised at how much you can do/learn yourself without a professional!
 
ProfMoneyWise

ProfMoneyWise

Member
Washington Post, Sunday Business Section, Page G3

washingtonpost.com


Good article provided by Kiplinger regarding Financial Advisor's.

This is a different person than an independent Certified Financial Planner who does not rep or sell any investment products.
 
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clockaleanie

clockaleanie

New Member
P

pilot

Member
Many well known financial experts write into this web site, and they will frequently give free financial advice:
Bogleheads :: Index

If you need more than just a few questions answered, some of them will work for a fee, even over a distance.
 
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