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Forum -> Household Management -> Finances
Need a financial advisor/planner



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amother
Burlywood


 

Post Wed, Dec 30 2015, 8:14 am
I need a referral for a financial advisor/planner. We need someone to help up with budgeting and practical planning, not investment advise. We are spending WAY beyond our means and it's not sustainable. I prefer someone who understands the "frum lifestyle and priorities", such as paying high tuition and not sending to public school.

I'm in Los Angeles and prefer someone local but open to talking to someone in a different location on the phone.

TIA!!
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amother
Burlywood


 

Post Wed, Dec 30 2015, 1:02 pm
Anyone???
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bruriyah




 
 
    
 

Post Wed, Dec 30 2015, 2:47 pm
PM me.
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doctorima




 
 
    
 

Post Wed, Dec 30 2015, 3:13 pm
I know somebody frum in Brooklyn. PM me for contact info if you're interested.
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twogees




 
 
    
 

Post Wed, Dec 30 2015, 3:36 pm
PM me.
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myself




 
 
    
 

Post Wed, Dec 30 2015, 5:10 pm
Contact mesila and see if they can help or if they have any recommendations.

http://www.mesila.org/

Good luck!
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