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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? |
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There is no answer at this time. |
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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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