I’m looking for a remote (or online) financial advisor?
Dr.Chapa asked:
After checking many Financial Advisor search websites, I have determined that there are no good financial advisors in my area, so, I am looking for a remote (online) financial advisor that is licensed to practice in California.
Most financial planners I have called, either: (1) do not return my phone calls. (2) do not want to offer remote financial advice, or (3) require a minimum net worth of more than 500K (which I do not have).
I need to be able to correspond with the financial advisor by email and phone. Any documents and information that a financial advisor normally needs, I can send by email.
I need a financial advisor that can advise me on retirement planning, tax planning, and possibly estate planning.
If anyone knows how I can find a financial planner to help me, please let me know.
Thanks
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Filed Under Other - Business & Finance |
Tagged With Financial Help, Financial Planners, Search Websites
Comments
9 Responses to “I’m looking for a remote (or online) financial advisor?”
maybe your bank can help you
Thats an easy answer my friend, do a yahoo or internet search for Primerica Finacial Services. They have offices all over the US. You can call them and find a local rep to contact. They are a company under the umbrella of Citibank. They are licensed financial advisors that can set your investments up for less than $100.00 a month. They will be able to provide you with a plan that is suitable for you.
Word of mouth is the best recommendation of all. Who would your friends or colleagues suggest (or who would they avoid)?
Your bank / building society / credit union may have suggestions.
Have you looked up your phone book yellow pages (or the equivalent where you are) - you may find some more names there than on websites.
You said you want to proceed by phone and email, but really there is nothing to beat sitting down face to face, to get everything done exactly as you want it.
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