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Q: financial advice-retirement ( No Answer,   1 Comment )
Question  
Subject: financial advice-retirement
Category: Business and Money > Finance
Asked by: steveboston-ga
List Price: $30.00
Posted: 18 Mar 2005 18:44 PST
Expires: 17 Apr 2005 19:44 PDT
Question ID: 497020
Who are the top-ranked personal financial advisors? Any of these in
the Boston, MA area? I am a small R.E. owner wishing to liquidate and
retire.  Any top financial advisors with expertise in Real Estate?
Answer  
There is no answer at this time.

Comments  
Subject: Re: financial advice-retirement
From: armiaz-ga on 30 Mar 2005 20:41 PST
 
Steve,

What do you mean by "top-ranked"?  Most Advisors?  Largest account
size per advisor?  Something else?

For your situation a small, unranked firm with someone who knows the
local real estate market may serve you better than a large firm.

That being said, I don't have any specific suggestions.  But maybe you
can clarify the question a bit more.  Picking an advisor is a very
personal matter, but don't just go by relationship alone.  Make sure
he or she follows a specific process he can explain to you and that
you understand.  Too often I hear people say they love their advisor
but can't explain why they feel they are so great.

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