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amother




OP
 

Post Tue, May 03 2022, 7:24 pm
The bank account discussion reminded me that I have some extra money in savings which I want to invest in mutual funds/stocks etc. I'm fairly new to Lakewood so looking for recommendation for a top financial advisor who has a proven track record of good investing. Any personal recommendations?
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frieda967




 
 
 
 

Post Tue, May 03 2022, 7:40 pm
I have someone for minimum 100k
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amother




OP
 

Post Tue, May 03 2022, 7:44 pm
frieda967 wrote:
I have someone for minimum 100k
might consider if good, name please? Did you use them personally?
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amother




Fuchsia
 

Post Tue, May 03 2022, 8:03 pm
Mayco
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amother




Ecru
 

Post Tue, May 03 2022, 8:08 pm
Northwestern mutual is opening a branch in Lakewood. I'll try to get the contact info.
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amother




OP
 

Post Wed, May 04 2022, 11:54 am
amother [ Ecru ] wrote:
Northwestern mutual is opening a branch in Lakewood. I'll try to get the contact info.

Thanks, if you have other contact info please let me know.
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amother




Heather
 

Post Wed, May 04 2022, 11:55 am
Oakwood financial 732-905-2828
For mutual funds, chassana funds for kids
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amother




Ecru
 

Post Wed, May 04 2022, 12:19 pm
amother [ OP ] wrote:
Thanks, if you have other contact info please let me know.

http://moshealpert.nm.com/
He's on top of the cedarhurst office and can direct you
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Post new topic   Reply to topic    Forum -> Inquiries & Offers -> Lakewood, Toms River & Jackson related Inquiries

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