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Sample Personal Finance Matches
(264 users used Respond last month to find a Personal Finance)
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 Additional details on Rebecca 's request for Personal Finance in Houston, TX
| | - | What advisory services are you looking for? | | | | - | What is the size of your current portfolio? | | |
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Rebecca , looking for Personal Finance in Houston, TX.  |
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Details: Hi, my name is ********, but I am writing on behalf of my fiancée, Boris Bryant. We are looking for a financial/tax advisor for an upcoming discrimination lawsuit mediation he has scheduled for December **th, ****. My fiancée is looking to come into a large sum of money, very soon, and his lawyer who is handling his case said it would be best that we seek out a financial/tax advisor, because there is a certain Civil Rights Tax Relief Act that he can file to reduce the amount of taxes withheld from his settlement; as well as assistance in preparation of his taxes. We are also very interested in starting a financial portfolio after all of this takes place. We are going to require help with many aspects of our personal finance, including investment, taxes, retirement, and estate planning, and many more. If this is something that you feel you could assist us with, please contact me at information provided below. I look forward to hearing from you soon to discuss this matter further.
Thank you for your time,
********
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Matched To:
- Petra Benefits Financial Services, LP; Tomball, TX, 77377
Business Description: I listen to you. You have a unique situation and I will make sure I take care of you. I'm an indep....
- Edward Jones; Houston, TX, 77098
Business Description: Offering comprehensive financial service solutions tailored to fit your specific needs.
Edw....
- Edward Jones; Houston, TX, 77040
Business Description: If you think Edward Jones is like every other large investment firm, think again. We are a leader in....
- ProfessionalReferrals.ca Inc; Toronto, ON, M4L 1G9
Business Description: ....
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Additional details on Brent's request for Personal Finance in Kansas City, MO
| | - | What advisory services are you looking for? | | | | - | What is the size of your current portfolio? | | |
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Brent, looking for Personal Finance in Kansas City, MO. |
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Details: Greetings: My name is Marilou Joyner and **** is my son. I offered to provide him with a consultation with a financial advisor as part of his birthday present last spring. He is a recent college graduate (****)and is working as a finance director for a small business that he will eventually own. Although his income is relatively low at this point, he has determined that he is ready to talk with someone that can help him layout his financial future and has asked me to try and set an appointment for him. He can be in town on Friday December **th for an appointment if we can locate an advisor.
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Matched To:
- Prism Financial Group; Overland Park, KS, 66210
Business Description: Comprehensive fee-based wealth management for business owners, executives, professionals and other a....
- Capital Advisors; Shawnee Mission, KS, 66211
Business Description: Having your financial house in order is one of the best gifts you can give your loved ones, and sele....
- Fiser Group of ING Financial Partners, Inc.; Lenexa, KS, 66215
Business Description: We are an Accounting and Financial planning firm located in Lenexa KS. We have been in business for....
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Additional details on Judy's request for Personal Finance in San Francisco, CA
| | - | What advisory services are you looking for? | | | Portfolio Management | | Retirement Planning |
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| | - | What is the size of your current portfolio? | | |
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Judy, looking for Personal Finance in San Francisco, CA. |
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Details: I am thinking about changing advisors as I do not think my current advisor is sufficiently knowledgable about the neets of someone soon to retire. I want to find someone who specializes in working with folks close to or already retired. Also, I made the mistake of becoming friends with my advisor and I think that has created problems in managing my account for me and for my advisor Like others my small account has shrunk and my retirement plans are requiring a new dream. Most of my money is in Annuities and cash investments.
Thanks
judy
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Matched To:
- Paladin Registry; Burlingame, CA, 94010
Business Description: You will get matched with multiple highly qualified, pre-screened financial professionals. A planner....
- McClurg Capital Corporation; San Rafael, CA, 94903
Business Description: McClurg Capital provides small to midsized investors premium investment management. The firm offers ....
- ProfessionalReferrals.ca Inc; Toronto, ON, M4L 1G9
Business Description: ....
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