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Forum -> Inquiries & Offers -> Lakewood, Toms River & Jackson related Inquiries
Financial adviser



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amother
OP


 

Post Sat, Oct 23 2021, 10:21 pm
Can anyone recommend someone that will help me with deciding which investments to invest in?
Thank you
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amother
Lotus


 

Post Sat, Oct 23 2021, 10:25 pm
Mutual funds
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amother
OP


 

Post Sat, Oct 23 2021, 10:35 pm
would like to talk to someone
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amother
Diamond


 

Post Sat, Oct 23 2021, 10:38 pm
Kirschenbaum- Portfolio strategies (845) 352-1919
Extremely honest, been with them for decades and doing very well bH
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amother
Pistachio


 

Post Sat, Oct 23 2021, 10:40 pm
Following -
do they help with small amounts to invest (20-50K) or only larger sums?
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Amarante




 
 
    
 

Post Sun, Oct 24 2021, 12:34 am
Open up an index fund with Fidelity or Vanguard as they are low cost and generally yield as much as more actively managed funds which have higher fees.
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amother
Wandflower


 

Post Sun, Oct 24 2021, 12:35 am
Oakwood
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amother
Honey


 

Post Sun, Oct 24 2021, 10:03 am
amother [ Pistachio ] wrote:
Following -
do they help with small amounts to invest (20-50K) or only larger sums?


Yes, last I spoke to them their minimum was 25k and we did just that.
Another vote for portfolio strategies, I had a great experience with them.
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