Post # 1
My fiance and I would really like to meet with a financial advisor to make sure we’re doing the right things with our money (we don’t have lots of it, so we want to make sure we’re making what we do have count!). Does anyone have any suggestions for someone they like in the Seattle area? I googled it and came up with WAY too many so I want someone I know is good 🙂 The cheaper the better, I have no idea what this could cost. If there is a way to do something through being a UW alum/student that will work too. It seems like all the resources I have through school have to do with financial aid, and I’m still getting student loans, I want advice on things like buying houses and investing!
Post # 3
- Wedding: August 2009 - Eastside Catholic Chapel and Lake Union Cafe
Bond Financial. Jesse Bond. He came to my workplace 2 years ago and did free sessions with anyone who wanted them (we’re an NGO). I got some great advice (paid off my grad school loan first) and then me and Mr.Joey met with him a few months ago. We’re sticking with him.
Post # 4
My Fiance is one. PM me if you’re interested in details. We both went to UW.
Post # 5
We went to the downtown Schwab office. They were very helpful, objective and free… and they didn’t try to sell us anything!
Post # 6
I am an investment advisor in Houston and we clear through Schwab. I think that would be a great place to start. Regardless of what you decide, be sure to look for a registered investment advisor NOT a broker. Depending on what you are trying to do, sitting down with a certified financial planner may be beneficial as well. Good luck!
Post # 7
Sometimes there is a difference between Financial Advisor and Financial Planner. Advisors generally tell you how to invest, Planners are more about saving and insurance. Make sure your rep is licensed to do what you need them to do.