financial advisor

Personal Financial Advisors awaiting your call

Posted 1 year 2 weeks ago by Julie Rains

Personal Finance

Advice sign with two chairs

Financial advice is everywhere (even here at www.wisebread.com) from the bank teller to a wealth manager who wants to dispense planning advice, manage your investment portfolio, and handle your family’s checkbook. You may not need to talk to someone who will set you up with the bank's proprietary mutual fund but you’d like some personalized financial guidance. Where should you go and who should you ask for advice?

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Intimidated by Retirement Investing? Get Professional Help!

Posted 1 year ago by Sarah Winfrey

Filed Under: Investment

911 emergency

It might seem like something of a no-brainer to ask for professional investment advice, particularly about retirement. That said, there's still an astonishing number of people I know who don't. They either go it alone, wading through jargon that they don't understand and desperately trying to make numbers that don't mean anything to them mean something, or the guess and hope they get lucky, or they avoid the topic altogether.

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