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Question for those with a financial advisor.

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curliegirl
He's here!!!!

Member since 3/06

10128 total posts

Name:
Gina

Question for those with a financial advisor.

If you have someone do full financial planning for you, do you mind sharing with me what they charge you?

We are currently trying to decide if we need full planning or just transactional planning, and the $1500 pricetage for the fullplanning is tough for us top swallow.

Just trying to get an idea what the average is.

TIA

Posted 1/27/09 12:19 PM
 
Long Island Weddings
Long Island's Largest Bridal Resource

LightUpOurLife
Totally in love

Member since 8/06

12785 total posts

Name:
Bonnie-Jean

Re: Question for those with a financial advisor.

I know the JIB offers something along the lines of planning financially. Not sure how in depth they are, just wanted to put it out there. Chat Icon

Posted 1/27/09 1:31 PM
 

curliegirl
He's here!!!!

Member since 3/06

10128 total posts

Name:
Gina

Re: Question for those with a financial advisor.

Posted by BJandDan

I know the JIB offers something along the lines of planning financially. Not sure how in depth they are, just wanted to put it out there. Chat Icon



You REMEMBER that DH is Local 3?????
Jeez, my memory is mush......
Thanks for the referral though!!!!!

Posted 1/27/09 1:53 PM
 

yanksgrl
LIF Infant

Member since 5/05

186 total posts

Name:

Re: Question for those with a financial advisor.

We use Wilmington Trust and pay yearly. I would highly recommend checking into them as well.

Posted 1/27/09 1:57 PM
 

HeathKernandez
Our Ron is an awesome Ron

Member since 4/07

9091 total posts

Name:
baby fish mouth

Re: Question for those with a financial advisor.

Posted by BJandDan

I know the JIB offers something along the lines of planning financially. Not sure how in depth they are, just wanted to put it out there. Chat Icon



holy cr@p JIB reprAzent!



Posted 1/27/09 1:58 PM
 

LightUpOurLife
Totally in love

Member since 8/06

12785 total posts

Name:
Bonnie-Jean

Re: Question for those with a financial advisor.

Posted by curliegirl
You REMEMBER that DH is Local 3?????



Only because I am too Chat Icon For that reason I will remember Santa is, and some other spouses too.

Posted 1/28/09 8:05 PM
 
 

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