A good financial adviser?
Fred asks:
Any recommendations for a good financial adviser in the Capital Region?
Of course, you want to find someone who's good at the financial side of things (otherwise, what's the point) -- but it's also important that you feel like you can communicate effectively with that person.
So, got a suggestion for Fred? Please share! And please include why you like the financial adviser you're suggesting.
Earlier on AOA: A good accountant?
photo: Edinburgh City of Print (Flickr user edinburghcityofprint)
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Comments
Eric Benson at Waddell & Reed is great. Not only have my accounts with him made money every year I was with him, he is great with discussing all of my options and planning for the future.
... said BMC on Jan 4, 2012 at 11:59 AM | link
Kevin Regan at Merrill Lynch Wealth Management in Albany (518) 462-8350. He's always available when you have questions and makes you feel confidant about your financial decisions.
... said Katie on Jan 4, 2012 at 12:52 PM | link
Michael DePerto @ Captail Financial Planning, good guy and is very straight forward with you.
... said Jon on Jan 4, 2012 at 3:01 PM | link
Kathleen Godfrey of Godfrey Financial has been a godsend over the years. Knowledgeable, smart, and most of all, local.
www.godfreyfinancial.com
... said komradebob on Jan 4, 2012 at 3:56 PM | link
Christopher Cassidy at Wells Fargo on New Karner Rd. Really good guy, involved in the community, and has years of experience.
Give him a call at: 518-869-1680
You can also visit his page here for more info on him:
https://home.wellsfargoadvisors.com/christopher.cassidy
... said Fugue on Jan 5, 2012 at 2:31 AM | link