ISO financial planner in the US

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Forum -> Household Management -> Finances

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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!

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.

amother

Brown

Sun, Oct 31 2021, 7:41 pm

Portfolio strategies 845.352.1919
They’ve been around forever

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....

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).

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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