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by TomV
Tue Jan 21, 2020 3:37 pm
Forum: Off-Topic
Topic: Looking for a financial planner
Replies: 12
Views: 4122

Re: Looking for a financial planner

We just had a meeting with an Edward Jones guy in Allen yesterday. My first thought when I walked out of his office was "WOW!"
We are doing retirement planning. I'm not sure i understand what you are looking for. Whether it's advice or what, but there are lots of resources out there. I'm a huge fan of Motley Fool and have been for a long time.

If you want someone to do it for you, I'll second the suggestion of a fiduciary and talk to at least three firms.

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