(Closed) Financial advisor?

posted 9 years ago in Seattle
Post # 3
252 posts
Helper bee
  • 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
1220 posts
Bumble bee
  • Wedding: November 2009

My Fiance is one.  PM me if you’re interested in details.  We both went to UW.

Post # 5
7081 posts
Busy Beekeeper
  • Wedding: July 2009

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
681 posts
Busy bee
  • Wedding: March 2018

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
683 posts
Busy bee

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.

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