Financial Investment firm in CR/IC recommendations

[Daserop]

Looking to see if anyone willing to recommend a financial planning firm in the CR/IC area. Current one is in Des Moines area and I'm looking to move away from them.

 

[BCClone]

Looking to see if anyone willing to recommend a financial planning firm in the CR/IC area. Current one is in Des Moines area and I'm looking to move away from them.

Know this guy named Frank.

 

[clone4life82]

Looking to see if anyone willing to recommend a financial planning firm in the CR/IC area. Current one is in Des Moines area and I'm looking to move away from them.

Who’s your firm in the dsm area?

 

[cy4life94]

Know this guy named Frank.

I am a guy named Frank in the CR/IC area and I will gladly take your money.

 

[goody2012]

Anyone that charges a flat fee instead of % of AUM

 

[Daserop]

Know this guy named Frank.

Go on....

 

[Daserop]

Who’s your firm in the dsm area?

Sorry not giving out that information

 

[clone4life82]

Sorry not giving out that information

Ok… but you expect people to return the favor?

 

[Daserop]

Ok… but you expect people to return the favor?

Yes. I've had several private messages already.

 

[clone4life82]

Yes. I've had several private messages already.

Fair enough but would you pm me yours? Edit lived in CR for damn near my whole life, moved to dsm/Ankeny in 2011 and am still using our financial advisor from over there

 

[Triggermv]

I know somebody who is so good he is the financial advisor to Middle-Eastern royal princesses. Let me track down that 12 digit phone number and I will let you know. Be prepared though as they require the money up front.

 

[BCClone]

Go on....

 

[BCClone]

I am a guy named Frank in the CR/IC area and I will gladly take your money.

Need to work with "big smuckers" some more.

 

[NWICY]

Fair enough but would you pm me yours? Edit lived in CR for damn near my whole life, moved to dsm/Ankeny in 2011 and am still using our financial advisor from over there

Why switch if you like them? Most of it is just phone calls or emails isn't it?

 

[cyfan92]

Looking to see if anyone willing to recommend a financial planning firm in the CR/IC area. Current one is in Des Moines area and I'm looking to move away from them.

Why switch if you like them? Most of it is just phone calls or emails isn't it?

Agree with NWICY. If you like them don't switch. My uncle is retired to Florida and has a financial advisor in Iowa. Cheaper and has been a shark for him

 

[BCClone]

Why switch if you like them? Most of it is just phone calls or emails isn't it?

Agree. My main on is in the twin cities about 2.5 hours away. We see each other every 5 years or so but call, text, email quite often.

 

[clone4life82]

Why switch if you like them? Most of it is just phone calls or emails isn't it?

Can’t say I’m a huge fan of them to be honest with you.

 

[NWICY]

Can’t say I’m a huge fan of them to be honest with you.

Well then switching makes sense. Good luck finding one.

 

[AgronAlum]

Can’t say I’m a huge fan of them to be honest with you.

Sent a PM of an active member here who does financial planning. He helped me through some stuff and didn’t ask a dime.

 

[Acylum]

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