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Sample Personal Finance Matches
(423 users used Respond last month to find a Personal Finance)
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 Additional details on Stephen's request for Personal Finance in San Diego, CA
| | - | What advisory services are you looking for? | | | | - | What is the size of your current portfolio? | | |
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Stephen, looking for Personal Finance in San Diego, CA.  |
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Details: I am currently with an a full service brokerage firm but feel that I don't get enough directional advise for my portfolio. What I don't want is someone to show me how to save or puts me in conservative mutual funds with little or no long term growth over the infation rate. I am looking for agressive advise on sector allocation, investments through ETFs, ETNs, some future trading and options. I need of course a margin account with good rates. I also like bonds but my current broker has me overweighted in Muni Bonds, which his firm specializes in. I have done OK on my own but realize that I am just about keeping up with inflation when I average all the gains and income with the bad judgements I have made which cost me dearly. I need a broker with experience in stop loss trading to avoid these costly mistakes. Ypu can call me during the afternoon.
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Matched To:
- Peelle Financial & Insurance Services; San Diego, CA, 92121
Business Description: Peelle Financial & Insurance Services is dedicated to providing clients with unparalleled profession....
- Lincoln Financial Advisors; San Ramon, CA, 94583
Business Description: We help you develop a personalized financial plan which includes Estate Planning, Investment Plannin....
- Chapman, Roper & Breslin LLC; San Diego, CA, 92130
Business Description: Discover a comprehensive wealth management partnership located in the north county of San Diego, CA ....
- Ken Stern & Associates; San Diego, CA, 92128
Business Description: Ken Stern & Associates is a direct money management company, providing investment services to indivi....
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Additional details on Donald 's request for Personal Finance in Genoa, OH
| | - | What advisory services are you looking for? | | | Retirement Planning | | Portfolio Management | | 401K Rollover |
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| | - | What is the size of your current portfolio? | | |
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Donald , looking for Personal Finance in Genoa, OH. |
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Details: I have Smith Barney and have had them for several years.I am getting close to retirement age but am concerned that my assetes are, or will not be adequate. It looks like my total has gotten to a certain amount,and then goes down and up, but can't seem to get over that 'hump'.I have a seperate *** through work from Wachovia. It, I think has done better but overall I am not satisfied with the results over the years.I need a trustworthy fiduciary advisor that I can rely on and know that my interests are #*!I really need to take hold of my finances at this point-in-time. I am very serious about this and open to your input.Please respond to my inquiry.
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Matched To:
- Raymond James Financial Services Inc, Member FINRA/ SIPC; Pettisville, OH, 43553
Business Description: Edward Roth believes in providing a level of service that goes far beyond the purchase or sale of an....
- Engler, Garrow & Roth, Ltd.; Maumee, OH, 43537
Business Description: Our mission is to partner with clients to establish and achieve financial goals through objective pl....
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Additional details on Vivien 's request for Personal Finance in Kent, OH
| | - | What advisory services are you looking for? | | | Portfolio Management | | Retirement Planning |
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| | - | What is the size of your current portfolio? | | |
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Vivien , looking for Personal Finance in Kent, OH. |
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Details: I am a college professor, age **, with one small child whom I adopted. I recently inherited a little over ***,*** dollars. I have about ***,*** in total savings, including a ***b and a Roth IRA. I own my home and have a mortgage of about **,*** dollars. I am not sure how to invest the cash that I now have, especially in this down market. My goal is a secure retirement along with money for my daughter's college. Because of my job, she is eligible for a tuition waiver, which will substantially reduce my cost for her college. I plan to retire at age **.
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Matched To:
- ProInvest Financial Inc; Independence, OH, 44131
Business Description: Your financial well-being could not be more important, especially as you approach retirement.
At ....
- Cedar Brook Financial Partners, LLC; Cleveland, OH, 44139
Business Description: We do our best to improve our client's future quality of life. This means treating each client indi....
- Bogart, Cunix, & Associates; Beachwood, OH, 44122
Business Description: We are most concerned with your personal values and goals. We use the Values Based Financial Planni....
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