Financial Advisor in the Slope?

discofluteplayer

My SO and I are looking for a financial advisor to help make sure we're on track for retirement, mid-term goals, etc. Any recommendations in the Slope?

bookistan

I highly recommend Robert Goodman at Edward Jones on 7th Avenue. Very nice guy, super experienced, knows his stuff!

turtle95

I recommend a woman I know in Bay Ridge. She is smart and worth talking too. Her name is Cristina and her contact info is on her company Facebook page

https://www.facebook.com/pages/Capital-G-Planning-Inc/119618001450073#!/pages/Capital-G-Planning-Inc/119618001450073?sk=info

slopehead

Whoever you talk to, I would recommend making certain that they are a truly INDEPENDENT FA working on a FEE-BASED model. Of course they should have good experience and references as well. Apologies if you already know this, but I constantly run across people who don't do their homework before choosing an advisor. It really pays to educate yourself as much as possible in this area. Good luck!

rmf1234

hello

I am a long term Park Slope resident and active community member. I am the President of my Condo Board on Union and PPW and own my Invesment firm. I have been a wealth manager for 25 years. I woud be hapy to call you and introduce myself.

Russell

rmf1234

hello

I am a long term Park Slope resident and active community member. I am the President of my Condo Board on Union and PPW and own my Invesment firm. I have been a wealth manager for 25 years. I woud be hapy to call you and introduce myself.

Russell