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amother




Brunette


Post  Mon, Mar 18 2019, 1:50 pm
I'm looking for a financial advisor.
How does one go about finding one?
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ectomorph




 
 
 


Post  Mon, Mar 18 2019, 1:54 pm
Aaron katsman
https://www.aaronkatsman.com
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amother




Brunette


Post  Mon, Mar 18 2019, 2:08 pm
Is a financial planner and advisor the same thing?

Also, I'm located in ny. Although I don't know if that makes a difference..
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amother




Cobalt


Post  Mon, Mar 18 2019, 2:11 pm
amother wrote:
Is a financial planner and advisor the same thing?

Also, I'm located in ny. Although I don't know if that makes a difference..


could be, could not be.

You probably want to meet face to face - but that's a personal preference.

What services are you looking for from this person?
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amother




Brunette


Post  Mon, Mar 18 2019, 2:15 pm
amother wrote:
could be, could not be.

You probably want to meet face to face - but that's a personal preference.

What services are you looking for from this person?


Advise regarding our finances & loans.
Not investment advice. (Which is what I understood a financial planner to be)
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amother




Copper


Post  Mon, Mar 18 2019, 2:24 pm
Why don't you try mesila they have branches in the Tristan area
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amother




Bisque


Post  Mon, Mar 18 2019, 2:25 pm
amother wrote:
Advise regarding our finances & loans.
Not investment advice. (Which is what I understood a financial planner to be)

If you are looking for someone to help you make a plan to manage on a limited budget responsibly and repay debt, your local Jewish Federation may offer some financial counseling services for free. They may also be able to direct you to resources that you might not have previously known about.
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amother




Cobalt


Post  Mon, Mar 18 2019, 2:48 pm
amother wrote:
Advise regarding our finances & loans.
Not investment advice. (Which is what I understood a financial planner to be)


I think you are looking for a "fee only financial planner".
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amother




Brunette


Post  Mon, Mar 18 2019, 3:28 pm
amother wrote:
Why don't you try mesila they have branches in the Tristan area

How much do they charge?
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amother




Brunette


Post  Mon, Mar 18 2019, 3:29 pm
amother wrote:
If you are looking for someone to help you make a plan to manage on a limited budget responsibly and repay debt, your local Jewish Federation may offer some financial counseling services for free. They may also be able to direct you to resources that you might not have previously known about.


Thanks good idea
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amother




Dodgerblue


Post  Mon, Mar 18 2019, 9:46 pm
I recently came across this as you said you live in ny?
https://www1.nyc.gov/site/dca/.....eling.page
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