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Forum
-> Household Management
-> Finances
LO
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 Sun, Oct 31 2021, 6:38 pm
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Hi! We are looking for a good financial planner to help make some decisions regarding an inheritance we received. Someone conservative but creative. Thanks in advance!
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amother
Daisy
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Sun, Oct 31 2021, 7:33 pm
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Not sure if youre looking for this, but someone on here suggested we contact mesila for some financial advice and are in the process of using them.
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amother
Brown
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Sun, Oct 31 2021, 7:41 pm
Portfolio strategies 845.352.1919
They’ve been around forever
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LO
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Sun, Oct 31 2021, 7:52 pm
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Does mesilah help you make investment decisions? Like what is a better option? I didn't think they did that....
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amother
Bronze
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Sun, Oct 31 2021, 8:09 pm
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I don’t think Mesila is the correct place for you. You need a Certified Financial Planner (CFP).
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LO
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Sun, Oct 31 2021, 8:13 pm
That's what I was thinking too, but someone mentioned mesilah,which is why I questioned it. Can anyone recommend a good CFP? 
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