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ISO financial planner in the US

 
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LO




 
 
 
 

Post 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!
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amother




Daisy
 

Post 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.
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amother




Brown
 

Post Sun, Oct 31 2021, 7:41 pm
Portfolio strategies 845.352.1919
They’ve been around forever
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LO




 
 
 
 

Post 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....
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amother




Bronze
 

Post 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).
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LO




 
 
 
 

Post 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? Smile
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