|
|
|
|
|
Forum
-> Household Management
-> Finances
LO
|
Sun, Oct 31 2021, 6:38 pm
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!
| |
|
Back to top |
0
0
|
amother
Daisy
|
Sun, Oct 31 2021, 7:33 pm
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.
| |
|
Back to top |
0
0
|
amother
Brown
|
Sun, Oct 31 2021, 7:41 pm
Portfolio strategies 845.352.1919
They’ve been around forever
| |
|
Back to top |
0
0
|
LO
|
Sun, Oct 31 2021, 7:52 pm
Does mesilah help you make investment decisions? Like what is a better option? I didn't think they did that....
| |
|
Back to top |
0
0
|
amother
Bronze
|
Sun, Oct 31 2021, 8:09 pm
I don’t think Mesila is the correct place for you. You need a Certified Financial Planner (CFP).
| |
|
Back to top |
0
0
|
LO
|
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?
| |
|
Back to top |
0
0
|
|
Imamother may earn commission when you use our links to make a purchase.
© 2024 Imamother.com - All rights reserved
| |
|
|
|
|
|