Author Topic: Financial Planner recommendation  (Read 347 times)

Offline flyingace

  • Dansdeals Lifetime Platinum Elite
  • *******
  • Join Date: Jun 2008
  • Posts: 1409
  • Total likes: 405
  • DansDeals.com Hat Tips 0
    • View Profile
Financial Planner recommendation
« on: February 26, 2024, 09:06:27 PM »
I know I asked this question somewhere, but I can't seem to find it! Looking for Lakewood advisor for single girl to help with financial investments and planning
« Last Edit: February 26, 2024, 09:13:22 PM by flyingace »

Offline MoYS

  • Dansdeals Platinum Elite + Lifetime Gold Elite
  • ******
  • Join Date: Aug 2012
  • Posts: 805
  • Total likes: 85
  • DansDeals.com Hat Tips 0
    • View Profile
Re: Financial Planner recommendation
« Reply #1 on: February 26, 2024, 10:43:37 PM »
I know I asked this question somewhere, but I can't seem to find it! Looking for Lakewood advisor for single girl to help with financial investments and planning
mesila.org or livingsmarterjewish.org/financial-coaching/

No experience with either

Offline herb

  • Dansdeals Lifetime Platinum Elite
  • *******
  • Join Date: Apr 2018
  • Posts: 1723
  • Total likes: 349
  • DansDeals.com Hat Tips 2
  • Gender: Male
    • View Profile
Re: Financial Planner recommendation
« Reply #2 on: February 26, 2024, 11:40:45 PM »
I know I asked this question somewhere, but I can't seem to find it! Looking for Lakewood advisor for single girl to help with financial investments and planning
how much money are we dealing with?
Ive heard good things about Mayco but need to have 100k minimum I believe.
Efrayim Yungreis is supposed to be amazing but his minimum is even more.
For smaller amounts I know some people who use Ostreicher
« Last Edit: February 26, 2024, 11:51:41 PM by herb »

Online aygart

  • Dansdeals Lifetime 10K Presidential Platinum Elite
  • *******
  • Join Date: May 2008
  • Posts: 17397
  • Total likes: 14334
  • DansDeals.com Hat Tips 14
    • View Profile
    • Lower Watt Energy Brokers
  • Programs: www.lowerwatt.com
Re: Financial Planner recommendation
« Reply #3 on: February 26, 2024, 11:49:22 PM »
Yitzy Goldsmith
Feelings don't care about your facts

Online ushdadude

  • Dansdeals Lifetime Presidential Platinum Elite
  • *********
  • Join Date: Apr 2013
  • Posts: 6300
  • Total likes: 923
  • DansDeals.com Hat Tips 5
    • View Profile
  • Location: NY
Re: Financial Planner recommendation
« Reply #4 on: February 27, 2024, 10:37:01 AM »
In general it's better to pick someone who is per hour vs asset under management fee. Might be a little more initially but in the long run it will save you plenty.